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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Every team has distinct requirements, which is why we assess those specific needs and tailor JobSuite to enhance your workflow, leveraging the robust capabilities, creativity, and security that the Salesforce platform offers. Standard solutions may not cater to the demands of busy teams, prompting us to adopt a more personalized strategy that fine-tunes our software to boost productivity. Whether managing a multitude of ongoing projects or transitioning to remote operations, we develop a customized solution that aligns perfectly with your preferred working style. Everything you require is centralized: from schedules and documents to messaging, time tracking, reporting, estimates, and beyond. You can design bespoke workflow templates for a variety of tasks, including campaigns, estimates, invoices, and reports—whatever you need. We are enthusiasts of templates. Additionally, streamline your processes with ease: create jobs, delegate tasks, mark them as complete, and send out notifications to your entire team—these functionalities are just the beginning. Our goal is to ensure that your team can work as efficiently as possible, no matter the circumstances you face.

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

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 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 No 
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) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

TrackIT Project Management Systems

Country

United States

Website

jobsuite.net

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Product Features

Project Management

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

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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