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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

Roadbase serves as an AI-powered planning platform that prioritizes quote creation for creative freelancers and agencies. By pasting a project brief or uploading a PDF, users can generate an editable initial draft that includes a project overview, phases, tasks, assigned roles, estimated hours, timelines, assumptions, and the rationale behind the estimates. Teams then have the opportunity to review and modify this draft, incorporating their own role costs, billable rates, overhead, direct expenses, contingency funds, and desired profit margins to formulate the final quote. The visual timeline feature ensures that all aspects such as tasks, timelines, roles, hours, and pricing are consolidated within the same project structure. Once the plan is finalized, users can export the reviewed work breakdown, roadmap, and cost summary into a proposal PDF. Following approval, they can transition the project into a user-friendly Kanban workspace, where tasks can be assigned, comments can be added, time can be tracked by both project and task, and actual hours can be compared against the initial estimates. Roadbase is specifically designed for businesses that provide creative services in sectors such as advertising, branding, design, video production, and web and app development, as well as related consulting endeavors. This comprehensive approach not only streamlines project management but also enhances collaboration among team members, ensuring a more efficient workflow.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 

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 

Pricing Details

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

Pricing Details

$10/month
Roadbase offers a Free plan with one active project, time tracking, 20 monthly tokens and watermarked PDF exports.

Pro costs $10/month or $102/year, with unlimited projects, 100 monthly tokens and standard PDFs.

Studio costs $22/month or $224.40/year, adding 400 monthly tokens, AI expense estimates and white-label PDFs.

Extra packs of 50 tokens cost $5.
Free Trial No 
Free Version Yes 

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 No 
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

Roadbase

Founded

2026

Country

Spain

Website

roadbase.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

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 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Quoting

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

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