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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

A singular "source of truth" for the accounting interpretation of customer contract information. Monitoring Deferred Revenue at the most granular level with both roll-forward and forecasted perspectives. A user-friendly and regulated repository for Revenue Recognition guidelines articulated at the necessary detail. The standalone selling price library (SSP) acts as a dynamic and accessible resource that encompasses all SSP details at the product level, fully integrated with your pricing catalog. The automated tracking and amortization of deferred commission expenses throughout the anticipated duration of contracts is also included. It entails the identification of all performance obligations while considering variable factors as outlined by ASC 606. Accounting systems must uphold a higher standard of controls, encompassing rigorous security measures, user access permissions, built-in balance reconciliations, and preventative measures to ensure completeness and accuracy. Furthermore, it provides real-time revenue reporting across various levels, dimensions, and time frames. This allows for precise trend analysis and facilitates clear explanations of any changes that occur. Additionally, the system fosters a robust framework for compliance and audit readiness.

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

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
QuickBooks Online Yes 
Salesforce Yes 
Breadwinner No 
Chargebee Yes 
InboxCRM by AppEQ No 
Jira No 
Microsoft Excel Yes 
NetSuite No 
Pipedrive No 
QuickBooks Online Advanced No 
Sage Intacct No 
Salesforce Agentforce 360 Platform No 
Slack No 
Xero No 
Zendesk No 
Zendesk Sell No 
Zoho CRM Yes 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
QuickBooks Online Yes 
Salesforce Yes 
Breadwinner Yes 
Chargebee No 
InboxCRM by AppEQ Yes 
Jira Yes 
Microsoft Excel No 
NetSuite Yes 
Pipedrive Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Salesforce Agentforce 360 Platform Yes 
Slack Yes 
Xero Yes 
Zendesk Yes 
Zendesk Sell Yes 
Zoho CRM No 

Pricing Details

No price information available.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
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 No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Chargebee

Founded

2010

Country

United States

Website

www.chargebee.com/revenue-recognition-software/

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Product Features

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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