Can I migrate data between Klient: Project Management Software & PSA Software for Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Migration support varies by app and category. Klient: Project Management Software & PSA Software for Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Klient: Project vs CRM Apps Lab™ Helper — Salesforce

CRM Apps Lab™ Helper for Quote List Views vs Klient

Side-by-side comparison · 24 data points

CRM Apps Lab™ Helper for Quote List Views

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Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.

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1. Listing metadata

Field-level data

	Klient	CRM Apps Lab™ Helper for Quote List Views
Tagline	“The Salesforce-native PSA for project management, resource management, time tracking & billing — now with nine Agentforce AI agents. Built for professional services firms of 50–1,000 people, from quote to invoice. Salesforce licenses included.”243 chars	“Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.”237 chars
Description	1062 / 2000 chars53% used	907 / 2000 chars45% used
Screenshots	—	—
Languages	nlenfrites	en
Platforms	Salesforce	Salesforce
Developer	Klient Inc.	CRM.Team™

At a glance

8 metrics · auto-computed

Feature comparison between Klient: Project Management Software & PSA Software for Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
Metric	Klient: Project Management Software & PSA Software for Salesforce	CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
Rating	5.0 ★	—
Total reviews	82	0
Free plan	—	★ Yes
Pricing	paid	free
Pricing tiers	1 tier	—
Listed features	★ 9	3
Languages	5 supported	1 supported
Listed since	Aug 2015	Nov 2016

Listed	August 26, 2015	November 30, 2016

Last updated	—	—

3. Features

As listed by each developer

Klient

NINE AGENTFORCE AI AGENTS, BUILT IN Klient PSA includes nine Agentforce AI agents plus an MCP that draft project briefs, post task updates, fill timesheets, and prep client follow-ups — so your consultants stay billable, not buried in admin.
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 & expense, retainer, and recurring engagements with the workflows, billing rules, and revenue recognition each model needs — so you can stop juggling separate tools and spreadsheets.
LIVE PROJECT MARGINS AND PROFITABILITY See live margin per project, consultant, and client as time and costs are logged. Track billable and cost rates and realized margin in real time, so leads catch margin erosion before it hits the P&L.
RESOURCE MANAGEMENT AND UTILIZATION Maximize utilization and predict workload peaks before they hit. Klient PSA shows capacity by role, skill, and consultant, surfaces bench risk early, and assigns 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 approvals, recognizes revenue under ASC 606, and syncs to finance.
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.

CRM Apps Lab™ Helper for Quote List Views

The roll-up of Product Code to Quotes is stored as character delimited text in a 32,768 character Long Text Field on Quote to handle over 5,000 5-character product codes on a single quote.
A short version of the product code roll-up list is additionally stored in a 255 character text field on Quotes. This allows product codes to be used in Filters.
You can configure your own roll-up delimiter in the text field list of product codes on Quotes to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Klient	CRM Apps Lab™ Helper for Quote List Views
salesforce-native psa	#1	Not ranked
services automation	#2	Not ranked
forecasting	#2	Not ranked
roll	Not ranked	#4
rollup	Not ranked	#7

7. App details

Long-form description · keyword frequency

Klient

Klient PSA is the Salesforce-native PSA with AI agents built in — run project management, resource management, time tracking, and billing on the platform your team already lives in. No sync. No second system. Built for professional services firms of 50–1,000 people done running delivery on spreadsheets and disconnected tools — where utilization slips, margin leaks, and finance chases timesheets at month-end. Klient PSA changes that: QUOTE-TO-CASH, FASTER — opportunities become staffed, scoped projects; SOWs generate from templates; signed deals reach first invoice sooner. RESOURCE PLANNING THAT SEES AHEAD — forecast capacity by skill, availability, and cost rate; catch workload peaks and bench risk before they hit. MARGIN YOU CAN DEFEND — live profitability by project, consultant, and client; planned vs. actual hours, costs, and revenue, so you catch erosion before month-end. NINE AI AGENTS ON THE JOB — Agentforce agents plus an MCP draft project briefs, post task updates, fill timesheets, and prep client follow-ups, keeping your people billable.

Top keywords

agents3×1.92%
project3×1.92%
psa3×1.92%
ai2×1.28%
ai agents2×1.28%
catch2×1.28%
client2×1.28%
klient2×1.28%
klient psa2×1.28%
management2×1.28%
margin2×1.28%
month-end2×1.28%

CRM Apps Lab™ Helper for Quote List Views

Product code Roll-up for Quotes makes two new fields (called 'Quote Product Codes' and 'Quote Product Codes (Short)' available to add to a quote page layout. Each time that the quote is edited or an quote line item added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

Top keywords

product7×4.38%
codes4×2.50%
field4×2.50%
character3×1.88%
code3×1.88%
crm3×1.88%
product code3×1.88%
product codes3×1.88%
quote3×1.88%

Frequently asked

Common questions about this comparison

Is Klient: Project Management Software & PSA Software for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up cheaper?

CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is the cheaper option — it offers a free plan (free). Klient: Project Management Software & PSA Software for Salesforce starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Klient: Project Management Software & PSA Software for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

AppRanks cannot separate these two on rating, because neither publishes one. Klient: Project Management Software & PSA Software for Salesforce does carry the larger published review base (82 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Klient: Project Management Software & PSA Software for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Both apps are one-click installs from the Salesforce AppExchange. Klient: Project Management Software & PSA Software for Salesforce has the deeper published review base (82 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Klient: Project Management Software & PSA Software for Salesforce typically suits early-stage and growth-mode teams based on its published review base (82 reviews). CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up typically suits early-stage and growth-mode teams based on its published review base (0 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

CRM Apps Lab™ Helper for Quote List Views vs Klient

CRM Apps Lab™ Helper for Quote List Views

1. Listing metadata

Klient

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Klient · 5 changes

CRM Apps Lab™ Helper for Quote List Views · 0 changes

7. App details

Frequently asked

Is Klient: Project Management Software & PSA Software for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up cheaper?

Should I choose Klient: Project Management Software & PSA Software for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Which is faster to set up, Klient: Project Management Software & PSA Software for Salesforce or CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

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Can I migrate data between Klient: Project Management Software & PSA Software for Salesforce and CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?