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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
Some of the largest agencies and advertisers in the world are leveraging SCOPE to enhance the management, pricing, and tracking of their scopes of work and budgets effectively. By centralizing all scopes of work, teams have the ability to view, collaborate on, and approve deliverables, tactics, and budgets from any location. This creates a unified and readily accessible source of truth for all stakeholders involved. Utilizing a single tool for scope management ensures that every team member has a consistent overview of the work being executed and the progress achieved. SCOPE stands out as the sole scoping platform that links agencies and advertisers across various markets. It is uniquely designed for real-time collaboration across different teams, disciplines, markets, and agencies, fostering a cooperative culture aimed at achieving success. From individual offices to a vast, interconnected network of agencies and advertisers, SCOPE provides each group with a singular point of visibility where scopes can be collaboratively worked on, monitored, and assessed. When everyone communicates using the same framework, informed decisions can be made more efficiently. This level of transparency not only builds trust but also paves the way for thorough analysis and continuous improvement in processes.
API Access
Has API
API Access
Has API
Integrations
AppEQ.ai
Breadwinner
HubSpot CRM
HubSpot Customer Platform
Jira
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Integrations
AppEQ.ai
Breadwinner
HubSpot CRM
HubSpot Customer Platform
Jira
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Pricing Details
$15 per user per month
Free Trial
Free Version
Pricing Details
$258 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Klient PSA
Founded
2014
Country
Canada
Website
klient.com
Vendor Details
Company Name
The Virtu Group
Country
United Kingdom
Website
www.scopebetter.com
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Product Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management