Great day at Agentforce NYC 🙌! Huge thank you to all the customers, partners, and future customers who stopped by the Klient booth — great conversations all around on where services delivery is heading 🤖 Not tagging everyone here, but you know who you are and appreciate the conversations and energy! Rich Englhard Alejandro Ocasio Katie Bluth Jon Bluth Amish Dharia Susan Fales Tanya Martell Kaytlin Parrella Caroline Blalock Tricia Flamm Shoutout to our team on the ground: Yanick Abraham, Rosalie Chassat, and Stephanie P. 👊
Klient
Software Development
Laval, Quebec 6,491 followers
Manage Your Projects & Resources in Salesforce with Klient PSA.
About us
Klient PSA Empowers You To Deliver Successful Projects Every Time. We are a Project Management Suite 100% Salesforce Native with a kickass advisory and support team. Our app handles the full lifecycle of all project types, billable or not. From estimation to scheduling, through delivery and invoicing, we ensure your projects, resources, and customers are empowered, and happy. Our features include user-friendly Kanban, Gantt, and Sheets with integrated templates, alerts and automation, alongside intuitive timesheets powered by a robust billing and RevRec engine. With customizable project statuses, surveys, and a full customer collaboration portal, we’re a complete Professional Services Automation (PSA) platform that provides powerful reports and dashboards for complete visibility and accurate forecasting. Disconnected systems and poorly implemented tools cause communication breakdowns, revenue leakage, and customer frustration. This leads to missed deadlines, budget overruns, inconsistent service quality, and reduced profit margins. Klient PSA structures your tasks, optimizes resource utilization, helps you onboard new employees faster, accelerates cash flow, and enhances customer transparency. It doesn’t just streamline your operations; it frees up your team’s time, allowing you to focus on what matters most—delivering value to your customers. Built on a trusted and innovative platform, Klient PSA is 100% Salesforce Native and has been an AppExchange partner since 2015. With our headquarters in Montreal, Canada, we proudly serve SMB and Mid-Market customers globally. Born from the professional services world, Klient PSA is built by consultants for consultants. As role models for our customers, we practice what we preach and use Klient PSA to run our entire business. Empower your team, drive customer satisfaction, and deliver successful projects every time with Klient PSA. Join the Klient ecosystem - Book your demo with one of our kick ass advisor!
- Website
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https://www.klient.com
External link for Klient
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Laval, Quebec
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Professional Services Automation, Project Management, Resource Planning, Time & Expense Management, Billing and Invoicing, Integrations, salesforce, Resource Utilization, Timesheets, Gantt, and Kanban
Locations
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Primary
Get directions
3055 Boulevard St-Martin Ouest
5th Floor
Laval, Quebec H7T 0J3, CA
Employees at Klient
Updates
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If you're trying to figure out where AI agents actually fit in a services delivery model, Yanick Abraham's piece is worth a read. 🔗 https://lnkd.in/esbc9g-q He covers the human-to-agent mix, the governance layer, and what changes for project economics. We'll be at #AgentforceWorldTour New York, April 29th and Toronto, May 7th. Come see us at the booth to see it in action. 🚀
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What if your morning brief flagged the overdue milestone with unbilled cash attached, before you opened your inbox? That's Planny. One of four agents we demoed in last week's webinar, alongside Touchy, Scopey, and a live MCP server demo. 📺 Watch last week's webinar here : https://lnkd.in/eGmbzWj7
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PSA owns project operations. ERP owns the general ledger. Services firms keep buying ERP to run a business that sells time instead of products. Forcing ERP to solve a services delivery problem works. Badly. Full breakdown of when you need ERP, when you need PSA, and when you need both 👇 https://lnkd.in/eg53yt7V #ERP #PSA #ProfessionalServices #Salesforce #Consulting
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🎉 New partner announcement: Growteq joins the Klient partner network. In most project-driven organisations, sales lives in the CRM. Planning lives in spreadsheets. Time tracking lives somewhere else. Billing lives in a tool nobody wants to open. Based in the Netherlands 🇳🇱 with 57 consultants, Growteq bring the full opportunity-to-invoice journey into one connected platform on #Salesforce, with Klient PSA at the core of delivery. “Operational excellence starts with connecting sales and delivery.” — Wilco Schellevis Welcome to the network, team. 🚀 👉 https://lnkd.in/eNbJ-DNw
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Reminder: Klient Agents webinar is this Thursday. 💥 If you've been following along, you already know we've been building AI agents inside Klient PSA. Thursday is when we show you exactly what they do and how they fit into your consulting firm. On the agenda: - What Klient Agents are (and what they aren't): a grounded explanation, no hype. - How we use them internally: planning, delivery, idea refinement, and how MCP fits in. - Rollout plan: Planny, Touchy, and Timey ship first. We'll walk through how and when you get access. Your hosts : Rosalie Chassat Yanick Abraham 👉 https://lnkd.in/eWFpRwVm #Salesforce #Agentforce #ProfessionalServices #PSA
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April 29. Javits Center. Agentforce World Tour New York. 👋 The team is looking forward to the conversations happening on the floor this year. AI agents in professional services is moving fast. NYC is going to be a great pulse check on where the market really is. 👀 Stop by the booth to see Hybrid Project Delivery in action. 🚀 Leave a comment or reach out to Stephanie P. Raul Acosta Yanick Abraham if you're attending. They'd love to connect. #AgentforceWorldTour #Salesforce #ProfessionalServices #KlientPSA #agentforceWorldTourNY #Agentforce
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We heard you on the timesheet. We also heard you on the Kanban. 51.3 is live. 🚀 Here's what shipped: ⏱ Timesheet got a glow-up. Cleaner interface, row grouping by Project and Task. 👥 Resource Planner got smarter. Group and sort by Role across a three-level hierarchy. Toggle between Compact and Comfy display modes. 📋 Kanban is more flexible. Sort by Task Name, Status, Priority, or Hours. 🔗 QuickBooks works harder. Receipts now sync both ways, and project assignments on expense lines map automatically into Salesforce. Watch the March Product Update Webinar to see it all in action 👇 https://lnkd.in/ey7TGMM7 #KlientPSA #Salesforce #PSA #ProfessionalServices #ProjectManagement
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📬 The April edition of the Klient PSA newsletter is live! A lot happened this month: 🏡 The new Klient Community is live — a rebuilt Release Notes experience, a new Feature Hub, a revamped Idea Exchange. 🌍 We had a great time at Agentforce World Tour Utrecht, and we will be at Agentforce World Tour New York City on April 29th as a sponsor. Come say hi! 🔧 Version 51.3 is on its way — redesigned timesheets, undo/redo in the Workspace, resource grouping by role, and more quality-of-life improvements across the board. Read the full update here 👇 #PSA #ProfessionalServicesAutomation #Salesforce #Agentforce #PSAsoftware
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Utrecht. The booth is live. Hybrid Project Delivery is getting its first conversations on the #AgentforceWorldtour floor. 🚀 This isn't just a product demo. It's a live look at what professional services delivery looks like when AI agents handle the structured work and humans stay in control of every decision. Come find Yanick Abraham, Raul Acosta, and Guilhem Marignan, MBA. They're here all day. Full story in the comments 👇 #Agentforce #Utrecht #Salesforce #AIAgents #PSA
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