Coveo

Category
Professional Services Automation/Project Monetization
,
Workforce Management/Scheduling
,
Meet your 
Klient
 Contact

Yanick Abraham

CEO
yanick.abraham@klient.com
yanick.abraham@klient.com
LinkedIn
Company Description
Klient PSA is an all-in-one Professional Services Automation solution built natively on Salesforce. It streamlines project management, resource planning, time tracking, billing, and revenue recognition. By keeping everything inside Salesforce, Klient PSA provides a seamless, secure experience with real-time visibility and automation to optimize project delivery. Teams can collaborate more effectively, accelerate cash flow, and ensure projects stay on time and budget. Unlike traditional PSA tools, Klient PSA works where your business already operates—inside Salesforce. With intuitive workflows, powerful analytics, and expert guidance from Klient Advisors, organizations gain structure and efficiency from day one. For consulting firms, SaaS companies, and professional services teams, Klient PSA delivers the insights and automation needed to scale operations and drive profitability. Manage all your projects in Salesforce with Klient PSA.

Three Competitive Differentiators 

Built 100% on Salesforce

Most PSA tools sit outside of Salesforce, forcing teams to juggle integrations and deal with data silos. Klient PSA is different. Everything Lives inside Salesforce, including projects, resources, billing, and reporting.No syncing issues or extra logins. Just one seamless platform that keeps your entire business connected and running smoothly.

The Only PSA You Need

Forget using multiple tools for project tracking, resource scheduling,invoicing, and forecasting. Klient PSA does everything in one place. From Estimation to billing, every step of the project is built in, automated, and optimized. No clunky add-ons or missing features. Just a complete solution designed to keep projects on time, teams aligned, and revenue flowing.

A Smarter Way to Onboard

Switching to a new PSA can feel daunting. Klient Advisors guide you through every step. Just a structured, expert-led process that makes success inevitable. Go-live within 2 weeks!

 

Customer Testimonials 

 

" We encountered significant difficulties in converting bookings to revenue. It was crucial to have accurate data to ensure appropriate staffing levels and accurately predict and achieve revenue targets months in advance.”
 Chuck Meredith, Chief Experience Officer, Bolt Data

 

 

"The visibility and control it offers have transformed how we manage projects and resources. I highly recommend Klient to any firm looking to improve their project management and scale their operations.”
Katie Bluth, Founder, Saasinct

 

"Klient PSA was a real catalyst for Flexia’s success. Coping with the exponential growth we’ve sustained in the last 5 years (averaging +50%annually) is extremely stimulating, but it also required us to make day-to-day decisions that had a profound impact on both our present and future.”
Germain Harvey, CEO, Flexia

 

Resources

Klient PSA Product Overview

Klient PSA eLearning Courses

Book a Demo  

Webinars

 

Connect With Us

LinkedIn

YouTube

Business Outcomes

Key Performance Indicators (KPIs): Support Services

Improve CSAT and first-call resolution, and make your agents more proficient by putting the most relevant, case-specific information at their fingertips as they engage with customers.

Knowledge Management Best Practices

Gather information from everywhere, any source, any silo, no matter how unstructured, and unify the relevant results in a single user interface.

Top Trends for Self-Service

Today’s empowered customers want to solve issues on their own. Why stand in their way? Coveo helps you deliver AI-powered search within your self-service site so customers can easily and quickly find the most relevant solutions.