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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Tabs is the most flexible B2B revenue management and billing platform in the industry. Use AI to streamline the contract-to-cash flow, even if contract terms or pricing change. In B2B, it is common to accommodate a variety contract terms. The ripple effects on finance are dramatic. Teams must read, classify and record contract terms manually. Spreadsheets are used to store and structure data. This is all before you even send out invoices or follow-up on late payments. It takes hours to code new contracts into spreadsheets or ERP software. Calculating invoices can be a difficult task, especially with complex spreadsheets that are prone to errors. It's hard to scale. It's not that customers always pay late. It takes too long to create and send invoices. The due date approaches by the time the invoices are sent. Manual work allows errors to creep into your process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

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

Pricing Details

$1500/month
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Vendor Details

Company Name

Tabs.com

Founded

2022

Country

United States

Website

www.tabs.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

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Revenue Operations

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

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