Name: Klient PSA
Rating: 8 (1 reviews)
Author: Klient

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Continuous Integration

PHP Frameworks

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Payment Facilitation

Visitor Management

Whistleblowing

Enterprise

Accounting

CTRM

Financial Planning and Analysis (FP&A)

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Cloud Storage

Container Security

Data Center Cooling

Data Preparation

Database-as-a-Service (DBaaS)

DevOps

Fraud Detection

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Security Service

Mobile Data Security

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Scale-Out Storage

Sensitive Data Discovery

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Unified Communications Monitoring

Value-Added Resellers (VARs)

Virtualization Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Incentive Compensation Management

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Virtualization Security

Security

Apparel

Aviation

Fleet Management

Hospital Management

Mental Health

Online Ordering

eDiscovery

Vertical-Specific

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### Project Management
User consensus seems to be that project management is a strong point of Klient PSA. Reviewers appreciate the range of project management features offered, such as resource planning, time tracking, and project reporting. The platform's ability to keep teams organized and on track with project tasks and timelines is well-received. While some users have suggested areas for improvement, overall, Klient PSA's project management capabilities are seen as robust and effective in helping teams manage and track their projects efficiently.

### Task Management
Users consistently highlight the user-friendly interface and customizable features of Klient PSA's task management system. While some users encounter minor issues with task completion and navigation, the overall sentiment leans towards the effectiveness of task assignment and tracking within the platform. The ability to view tasks in different formats and prioritize work efficiently is a common positive point mentioned by reviewers. However, there are occasional challenges reported with task organization and completion, which may require some familiarization to optimize task management processes effectively.

### Gantt Charts and Scheduling
Opinions on Klient PSA's gantt charts and scheduling features vary among users. While some users appreciate the simplicity of project creation and the visibility of data within the Salesforce platform, others find the browser-based interface clunky and suggest improvements for a smoother user experience. Despite some minor bugs reported in the Gantt chart generation process, users acknowledge the tool's potential for enhancing project management capabilities. The general sentiment leans towards a positive outlook on the functionality of gantt charts and scheduling within Klient PSA, with users highlighting the ease of use and integration benefits offered by the platform.

### Resource Management
User consensus seems to be that Klient PSA excels in resource management, with reviewers highlighting its robust resource planning, allocation, and scheduling capabilities. Users appreciate the platform's ability to provide a centralized view of project information, resource utilization, and team availability. While some users express challenges with certain aspects of resource planning and forecasting, overall, Klient PSA is praised for its effective resource management tools that enhance efficiency and productivity within organizations.

### Time Tracking and Timesheets
User feedback on Klient PSA's time tracking and timesheets functionality varies among reviewers. While some users appreciate the approval workflow for timesheets and invoices, others find the UI for time entry to be clunky and slow. The platform seems to offer a mix of pros and cons in terms of ease of use and efficiency when it comes to time tracking and timesheets. Some users find the system beneficial for simplifying the task of recording time, while others express a desire for more customization options and improved user interface for time entry.

### Team and Workload Management
Users consistently highlight Klient PSA's team and workload management as a key strength of the platform. The ability to effectively assign tasks, track team availability, and manage workloads has been commended by users across various industries. The intuitive user interface and robust features have enabled teams to stay organized, collaborate efficiently, and make informed decisions regarding resource allocation. Additionally, the platform's support team has been praised for their friendliness, knowledge, and efficiency in assisting users with their team and workload management needs.

### Salesforce Integration
Users consistently highlight Klient PSA's Salesforce integration as a standout feature, praising its seamlessness and how well it aligns with their existing Salesforce workflows. The platform's ability to leverage Salesforce data models and provide a breadth of features within the Salesforce environment is well-received by users. Additionally, the ease of use and the way Klient PSA effortlessly integrates into Salesforce without disrupting the user experience is a common point of appreciation among reviewers. The fact that Klient PSA is built natively on the Salesforce platform adds a layer of assurance for users, ensuring a smooth and efficient integration process.

### Process Automation and Efficiency
Users unanimously praise Klient PSA for its exceptional process automation and efficiency features. The consensus among reviewers is that the platform's automation capabilities have significantly streamlined operations, reducing manual effort and enhancing overall productivity. Users appreciate the integrated workflows that span from opportunity to billing, providing a cohesive and efficient project management experience. The advanced reporting and analytics tools have empowered teams to make more informed decisions and improve forecasting accuracy. Additionally, the scalability of Klient PSA's automation model has been highlighted as a key factor in supporting business growth and ensuring operational efficiency.

### Professional Services Automation
Users generally praise Klient PSA's professional services automation capabilities, highlighting its reliability, stable releases, Salesforce (SFDC) and Slack integration, and essential features for a PSA tool. While some users have expressed concerns about slow implementation and inadequate training documentation, overall, the sentiment leans towards the positive side. The ability to customize Klient PSA to specific business needs has been a significant advantage for professional services firms, with the development team being responsive to feedback and continuously enhancing the product. Users appreciate the improved Gantt chart functionality and the scalability it offers for Professional Services business growth.

### Invoicing and Billing
User sentiment regarding Klient PSA's invoicing and billing functionalities is generally positive, with users highlighting the platform's efficiency in generating invoices, tracking billable hours, and facilitating financial processes. Some users appreciate the ease of use and integration with financial systems like Quickbooks and Sage Intacct, while others mention the benefits of streamlined invoicing processes for project profitability and client billing. However, a few users express concerns about limited customization options for invoice generation and a slight learning curve associated with understanding certain features related to billing. Despite these minor drawbacks, the overall consensus leans towards Klient PSA's invoicing and billing features being effective and beneficial for professional services firms.

### Financial Management
Users consistently highlight Klient PSA's financial management as a standout feature, with particular emphasis on its ability to streamline revenue tracking, forecasting, and recognition processes. The platform's integration with financial systems like Sage Intacct is lauded for enhancing overall financial visibility and control. Despite some feedback regarding the complexity of project data fields, users appreciate the comprehensive financial insights provided by Klient PSA, enabling better decision-making and operational efficiency within their organizations.

### Reporting and Analytics
Users consistently highlight the robust reporting and analytics features of Klient PSA, emphasizing the ease of generating various reports to track project progress, time utilization, profitability, and team availability. While some users mention minor issues with specific reporting functionalities, the overall sentiment leans towards positive experiences with the reporting and analytics capabilities of Klient PSA. The platform's ability to provide real-time insights, forecasting, and decision-making support through advanced reporting tools is widely appreciated by users. Additionally, the integration with Salesforce platform adds a layer of assurance and enhances the reporting and analytics functionalities, enabling more accurate forecasting, planning, and business decision-making.

Based on user reviews, here are the three most common recommendations for Krow:
1. Consider comparing Krow's pricing and features with other PSA tools to deploy with speed and at a fraction of the cost.
2. Explore the potential for customization and integration with Salesforce to tailor Krow to your specific business needs.
3. Seek training and support from the Krow team to maximize the use of the application.

Users suggest considering pricing and features, exploring customization and integration options, and leveraging the support provided by the Krow team to optimize their experience with the application.

Klient PSA has become an invaluable tool for businesses looking to optimize their project management processes. Users have centralized project information, including profitability, time tracking, invoicing, and expense management, all in a single location. With features like resource allocation and milestone tracking, the software offers a comprehensive view of projects. Integration with Salesforce has exceeded expectations, allowing for seamless translation of the sales pipeline into revenue and smooth collaboration between sales and project teams. The Resource Planner has proven instrumental in managing growing teams across multiple regions, providing real-time visibility into capacity and workload allocation. Users appreciate the user-friendly interface that makes the application accessible to everyone in the organization. The software also facilitates remote work and helps transition towards a paperless environment by enabling better collaboration on projects. Additionally, customers have experienced improved project tracking, status monitoring, time recording, invoicing, and reporting capabilities. The software's support team is responsive and helpful, addressing any questions or concerns promptly. Overall, Klient PSA streamlines project management processes, automates tasks, improves reporting capabilities, and enhances collaboration among teams, making it an essential tool for businesses in various industries.


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Miro provides a visual workspace for innovation, where distributed teams can build the future together. Miro counts more than 90 million users, who improve product development, speed up time to market, and ensure that new products deliver on customer needs.

1. Free   - To discover what Miro can do. Always free

2. Starter - Unlimited and private boards with essential features

4. Enterprise   -  For work across the entire organization, with support, security and control, to scale

3. Business  - Scales collaboration with advanced features and security

Miro

Klient PSA

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Likelihood to Recommend

Usability

Resource Management

Gantt Charts

Scheduling

Workflow Automation

Team Collaboration

Email integration

Timesheet Tracking

Klient

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

This includes the ability to plan, track, collaborate and report on tasks.

Resource management is workload planning to maximize resources.

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow automation is the ability to route work requests along an approval process automatically.

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

Project Lead

Klient PSA 2024-06-24 12:20:48

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Project Management Software

We are a research and evaluation firm with a small team. Each team member works on multiple projects. We use Klient to plan and track project work, as well as analyzing data from past projects to inform future planning. We also use it to communicate about project-related tasks.

Showing the workload of a given team member (resource) at any given point in time.
Documenting hours assigned to different tasks
Maintaining a record of task-related communications

The learning curve is rather long and steep. The interface is very busy and it is hard to remember 1) what all the functions are and 2) how to access them
Could use better integration with systems like Gusto to avoid duplicating work for things like entering time off
Timesheet interface could use a function to freeze the first row and column for easier navigation and time entry.

It has allowed us to do more realistic project planning
It allows project leads to understand what is on their team members' plates and plan accordingly; also enables better communication between project leads and team members to set expectations for task completion
It helps our graphics team to plan for deliverables and avoid backlogs