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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

CMap removes the frustration associated with managing numerous spreadsheets and fragmented software solutions. You will find that all your essential data and tools are now integrated into a single, user-friendly platform. Companies in the professional services sector possess distinct characteristics; they typically lack dedicated sales teams focused solely on generating new business. Instead, professionals who are well-versed in service delivery juggle multiple responsibilities. The methods used for job costing can differ significantly among various professional service providers, including architects, accountants, consultants, and agencies, each presenting unique quoting practices. The real challenge with many resourcing software systems lies not in the initial setup of data but in the ongoing management of inevitable changes. With automated timesheet and expense data, you receive real-time insights into your budget versus actual performance across all projects, allowing for timely adjustments and informed decision-making. This streamlined approach helps mitigate the chaos often associated with project management in the professional services arena.

Description

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
AccountsIQ Yes 
Breadwinner No 
InboxCRM by AppEQ No 
Microsoft Access Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Power BI Yes 
Microsoft Teams Yes 
NetSuite No 
OpenAsset Yes 
Pipedrive No 
Sage 200 Yes 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Slack No 
Tableau Yes 
Zendesk No 
Zendesk Sell No 

Integrations

QuickBooks Online Yes 
Xero Yes 
AccountsIQ No 
Breadwinner Yes 
InboxCRM by AppEQ Yes 
Microsoft Access No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Power BI No 
Microsoft Teams No 
NetSuite Yes 
OpenAsset No 
Pipedrive Yes 
Sage 200 No 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Slack Yes 
Tableau No 
Zendesk Yes 
Zendesk Sell Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CMap Software

Founded

2000

Country

United Kingdom

Website

www.cmap.io

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material No 
Building Information Modeling No 
Client Management No 
Contact Management No 
Contract Management No 
Document Management Yes 
Drafting No 
Manufacturing Design Data No 
Presentation Tools No 
Project Management Yes 
Proposal Management No 
Quotes/Proposals Yes 
Visualization / Presentation No 

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management No 
Scheduling No 
Time Management No 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Product Features

Professional Services Automation

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

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