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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

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

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

Pricing Details

Contact us
Free Trial No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Vendor Details

Company Name

Nue.io

Founded

2019

Country

United States

Website

www.nue.io

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

CPQ

Nue stands out as the leading Quote-to-Cash platform integrated with Salesforce, designed specifically for managing revenue lifecycles. Among its standout features is an innovative CPQ (Configure, Price, Quote) solution tailored for contemporary SaaS businesses. Nue simplifies the complete revenue journey, from generating quotes to processing billing, facilitating smooth transitions and precise financial reporting. Notable attributes encompass adaptable pricing strategies, seamless Salesforce integration, automated invoicing, and up-to-the-minute revenue analytics, making it perfect for organizations with mixed revenue streams or fast-paced sales environments.

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

Quoting

Automated Quoting Yes 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Recurring Billing

Nue stands out as a premier provider of all-encompassing quote-to-cash solutions that are tailored to optimize revenue operations (RevOps) for SaaS companies. Its advanced platform accommodates a variety of billing structures, including recurring, usage-based, milestone, and one-off orders. The powerful "Everything Billing" engine effectively manages all B2B models and sales strategies, allowing for diverse pricing structures without leading to SKU proliferation. This platform automates the invoice process and adjusts them precisely for expansion revenue, changes to mid-term subscriptions, and consumption-based usage, minimizing the need for manual handling. It integrates effortlessly with Salesforce, delivering real-time revenue insights and adhering to ASC606 compliance. This synergy allows sales teams to view invoices instantly upon quote generation, while finance teams benefit from precise invoice creation and comprehensive revenue tracking across all sales channels and pricing strategies.

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management No 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing No 
Recurring Donations No 
Subscription Billing Yes 

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting Yes 
Inventory Control No 
Price Optimization Yes 
Recommendation Engine Yes 
Yield Management Yes 

Revenue Operations

AI Insights Yes 
Account Health Dashboard Yes 
Automatic CRM Updates Yes 
Contact / Activity Tracking Yes 
RevOps Automation Yes 
Revenue Dashboard Yes 
Revenue Intelligence / Reporting Yes 
Sales Analytics Yes 
Sales Forecasting Yes 
Third-Party Data Aggregation No 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management No 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition Yes 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics Yes 

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