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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Mycel is a cloud-based platform designed for client operations and workflow management tailored specifically for service-oriented firms that deal with ongoing projects. It assists teams in identifying potential clients and crafting outreach messages, preparing reports and deliverables from client files and pre-existing templates, requesting necessary information and conducting follow-ups, as well as generating invoices and payment reminders. Additionally, Mycel allows teams to strategize marketing content and manage a business website effectively. Each piece of external communication is subject to review and approval by a team member, ensuring that company guidelines and edits are preserved for future reference. The platform integrates seamlessly with popular email, accounting, customer relationship management, collaboration, and payment systems, while also offering a client portal for reviewing work and responding to inquiries. Tailored for accountants, bookkeepers, agencies, consultants, and other businesses providing repeatable written services, Mycel enhances efficiency and organization across various operational tasks. By streamlining these processes, it enables teams to focus more on delivering high-quality services to their clients.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

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

Pricing Details

$299/firm/month
$299 per firm per month. A free trial is offered.
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 Yes 

Customer Support

Business Hours No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Vendor Details

Company Name

Mycel

Founded

2025

Country

Morocco

Website

mycelhq.com

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 

Product Features

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 

Alternatives

No Alternatives
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