Klient PSA: Professional Services Automation for Project & Resource Management for Salesforce AppExchange
By Klient Inc.
Klient PSA: Professional Services Automation for Project & Resource Management is the #5 ranked time and expense app on Salesforce, with a 5.0 average rating from 75 reviews, as a paid app, as of July 11, 2026.
Klient PSA: Professional Services Automation for Project & Resource Management is a Salesforce AppExchange app by Klient Inc.. With a rating of 5.0★ from 75 reviews, it currently ranks #5 in the Time And Expense category.
AppRanks data: Klient PSA: Professional Services Automation for Project & Resource Management ranks #5 in Time And Expense on Salesforce AppExchange, placing it in the top 11% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Klient PSA: Professional Services Automation for Project & Resource Management is a category-leading Salesforce app with a limited review volume. It is listed in the Time And Expense category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 75 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by Klient Inc. — established developer track record
Cons
- −Limited review base (75) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About Klient PSA: Professional Services Automation for Project & Resource Management
How Klient PSA: Professional Services Automation for Project & Resource Management works
Klient PSA is the professional services automation tool native to Salesforce. Run the full lifecycle of services delivery — from opportunity to invoice. Services org use Klient PSA to manage projects, resources and billing. Sales handoff happens automatically from the opportunity. Project managers plan scope, allocate resources, and track delivery against budget. Finance teams generate invoices that sync to the accounting system in one click. Leadership gets real-time visibility into utilization, margin, and forecast accuracy across the portfolio. What you get with Klient PSA: FASTER QUOTE-TO-CASH. Convert opportunities into staffed, scoped projects. Generate SOWs from templates, lock in scope, and shorten the path from signed deal to first invoice. BETTER RESOURCE PLANNING. Forecast capacity across projects, model utilization scenarios, and assign the right people to the right work based on skills, availability, and cost rate. Predict workload peaks before they break the team. MARGIN YOU CAN DEFEND. Track project profitability in real time. Compare planned vs. actual hours, costs, and revenue. Klient PSA is Agentforce-ready with agents available for project planning, scope & time.
Key features
- SALESFORCE-NATIVE PSA FOR CONSULTING FIRMS Klient PSA is the professional services automation platform built natively on Salesforce. Consulting firms and services teams run estimates, projects, resources, time, and billing in one system.
- PROJECT MANAGEMENT BUILT FOR BILLABLE WORK Plan scope, manage budgets, track milestones, and run Gantt and Kanban views — all linked to the billable rates, time entries, and invoices that determine project profitability.
- EVERY ENGAGEMENT TYPE, ONE PSA Klient PSA runs fixed-fee, time and expense, retainer, and recurring engagements with the workflows, billing rules, and revenue recognition each model requires. Services firms canstop juggling separate tools or spreadsheets.
- LIVE PROJECT MARGINS AND PROFITABILITY See live margin per project, consultant, and client as time and costs are logged. Track billable rates, cost rates, and realized margin in real time, so partners and project leads catch margin erosion before it shows
- RESOURCE MANAGEMENT AND UTILIZATION Maximize resource utilization and predict workload peaks before they hit. Klient PSA shows capacity by role, skill, and consultant, surfaces bench risk early. Assign the right people to the right projects with data.
- GET CONSULTANTS TO LOG THEIR TIME Klient PSA captures time and expenses on any device, with automated approval routing and reminders that work. Services firms reduce missing time, shorten billing cycles, and give project managers real-time visibility.
- BILLING, INVOICING, AND REVENUE RECOGNITION Generate accurate invoices from logged time, expenses, milestones, and fixed fees. Klient PSA supports every billing type, automates approval workflows, recognizes revenue under ASC 606, and sync easily.
- MONTH-END CLOSE FOR SERVICES FIRMS Shorten month-end close by replacing manual invoicing and chasing project managers for missing time. Time, expenses, billing, and revenue recognition flow into numbers finance can sign off on the day the books close.
- FORECAST REVENUE WITH CONFIDENCE Forecast project revenue with the same accuracy you forecast pipeline. Klient PSA combines signed engagements, resource plans, and live project status into a single forecast that finance, ops, and sales can trust.
Category rankings
As of Jul 11, 2026- Time And Expense#5of 46Top 11%
- Project Management#7of 154Top 5%
- Enterprise Resource Planning#14of 428Top 4%
- Finance#21of 535Top 4%
- Productivity#76of 1,626Top 5%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Klient PSA: Professional Services Automation for Project & Resource Management ranks for 42 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #2
- Rank #3
- Rank #3
Competitors & alternatives
Klient PSA: Professional Services Automation for Project & Resource Managementdoesn't have curated competitor matchups yet. Other tracked time and expense apps on Salesforce:
Frequently asked questions
What is Klient PSA: Professional Services Automation for Project & Resource Management?
Klient PSA: Professional Services Automation for Project & Resource Management is an app for Salesforce. It currently holds a 5.0-star rating from 75 merchant reviews, and it has been listed on the marketplace since 2015. It is listed under the Time And Expense category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Klient Inc..
Is Klient PSA: Professional Services Automation for Project & Resource Management free?
Klient PSA: Professional Services Automation for Project & Resource Management does not offer a permanent free plan on Salesforce. Pricing starts at 15, and the listed tiers are Klient PSA *. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses Klient PSA: Professional Services Automation for Project & Resource Management?
Klient PSA: Professional Services Automation for Project & Resource Management is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Time And Expense category on Salesforce.
Where does Klient PSA: Professional Services Automation for Project & Resource Management rank on Salesforce?
Klient PSA: Professional Services Automation for Project & Resource Management currently sits at position #5 in the Time And Expense category on Salesforce. That places it in the top 11% of 46 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Klient PSA: Professional Services Automation for Project & Resource Management integrate with?
Klient PSA: Professional Services Automation for Project & Resource Management lists 4 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Service Cloud, Nonprofit Cloud, Platform Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.
What languages does Klient PSA: Professional Services Automation for Project & Resource Management support?
Klient PSA: Professional Services Automation for Project & Resource Management declares support for 5 languages on its Salesforce marketplace listing: nl, en, fr, it, es. Language coverage is the locale set the developer has explicitly translated the app interface into — a broader set typically maps to a developer with international merchant traction.