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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Coalesce360 provides a solution for businesses seeking to consolidate various tools such as CRM, PSA, help desk, reporting, and change tracking into a single cohesive platform for their operations. Designed specifically for B2B teams, it ensures comprehensive visibility across areas like sales, service delivery, customer engagement, support tickets, analytics, and governance of production changes. This integrated approach enables leadership to maintain a streamlined overview of processes from initial opportunity through to delivery and ongoing support, ultimately enhancing operational efficiency and decision-making. By utilizing Coalesce360, organizations can improve collaboration and reduce the complexity of managing multiple systems.

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

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

Integrations

Breadwinner Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
InboxCRM by AppEQ Yes 
Jira Yes 
NetSuite Yes 
Pipedrive Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Slack Yes 
Xero Yes 
Zendesk Yes 
Zendesk Sell Yes 

Pricing Details

$17/month/user
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) Yes 
Online Support No 

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 Yes 

Types of Training

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

Vendor Details

Company Name

Coalesce360

Founded

2025

Country

United States

Website

coalesce360.solutions

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Professional Services Automation

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