Klient

Klient

Klient PSA
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About

Plan for profitability from the start with Progressus for Microsoft Dynamics 365 Business Central, designed for small and mid-sized professional services firms. Profit requires the perfect intersection of planning and execution from assigning resources to tracking every project dollar. Progressus for Microsoft Dynamics 365 Business Central is professional services management software that provides what you need to put profitability first, not last. Easily track, view and analyze costs. Get instant expense visibility before the end of an accounting period. Record items or inventory against a project. See information in easy to view dashboards and reports. Get unlimited budget revisions. Budget generic resources as placeholders. Copy budgets from previous projects. Register materials consumption directly on the project. Compare budget details with actuals to the task level. Enable teams with Outlook integration, CRM functionality, and easy-to-use workflows.

About

Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies interested in powerful project management and professional services management software

Audience

Organizations interested in a powerful PSA application

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500/month per 25 users
Free Version
Free Trial

Pricing

$15 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Velosio
Founded: 1984
United States
progressussoftware.com

Company Information

Klient PSA
Founded: 2014
Canada
klient.com

Alternatives

Bizgaze

Bizgaze

BizGaze Limited

Alternatives

Mission Control

Mission Control

Aprika Business Solutions
Unit4 PSA

Unit4 PSA

Unit4
Projector

Projector

Projector PSA
Inspire Planner

Inspire Planner

Inspire Planner Inc.
BQE CORE

BQE CORE

BQE Software
Metric.ai

Metric.ai

Measured Analytics
NetSuite

NetSuite

Oracle

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

Jira
Salesforce
Slack
Zendesk
Asana
Breadwinner
Calendly
HubSoft
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
LLumin
Marketo
Microsoft Dynamics 365
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Salesforce Platform
Zendesk Sell
Zoom

Integrations

Jira
Salesforce
Slack
Zendesk
Asana
Breadwinner
Calendly
HubSoft
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
LLumin
Marketo
Microsoft Dynamics 365
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Salesforce Platform
Zendesk Sell
Zoom
Claim Progressus Advanced Projects for Dynamics 365 BC and update features and information
Claim Progressus Advanced Projects for Dynamics 365 BC and update features and information
Claim Klient and update features and information
Claim Klient and update features and information