Klient PSA

A great discovery

Kommentare: We optimised day to day processes with tasks automation so we can focus on priorities

Vorteile:

This PSA is so easy of use and powerful. It's definitely a great help conducting day to day business, manage projects and work load!

Nachteile:

Project Gantt still needs some small bugs fix but almost fully functional

A Comprehensive and Streamlined Project Management Tool

Kommentare: Overall, my experience with Klient PSA has been positive. It has allowed me to manage projects effectively and efficiently, and I would recommend it for larger teams. The features are robust, and the user interface is intuitive.

Vorteile:

Klient PSA is an incredibly powerful project management tool that allows teams to easily assign tasks and collaborate on projects. The user interface is intuitive and the features are robust, making it a great choice for all levels of project management.

Nachteile:

While Klient PSA is a great tool for project management, it can be difficult to customize for very specific needs. Additionally, some of the features can be confusing to navigate and the pricing structure can be complicated.

Benefits of Klient PSA

Kommentare: Overall, experience has been good. The support was a bit slow in the beginning however has improved over the last 18 months.

Vorteile:

Friendly team and helpful support. Overall system capabilities are good and has helped improve how we manage our services business. Provides good visibility for projects within our delivery teams.

Nachteile:

Project management capabilities are not optimized as well as they could be. We have provided feedback for improvements to resource mgt. and time tracking. We would really like to see Smartsheet like collaboration capabilities in Klient.

Very helpful tool, easy integration with the business

Vorteile:

Easy integration with the rest of the business softwares used. Intuitive GUI design facilitating new users' training process. Highly customizable so as to fit the software in your own business' needs.

Nachteile:

There are some small bugs at Gantt chart generation. Overall, there are plenty of features that could be inserted and become standard without the need of creation through customization.

Great system and exciting plans ahead

Kommentare: Klient has quickly become a key tool in our business processes, and we are very pleased with the system. While there are undoubtedly improvements that could be made, the team have an ambitious road-map and are always willing to consider new ideas for enhancing functionality.

Vorteile:

Very flexible and highly configurable. It uses standard Salesforce structure, so we're able to tweak the out-of-the box functionality to suit our specific business needs. The team at Klient are friendly and helpful, and while there are some features we would like to see as standard, they are genuinely eager to find solutions for any non-standard use-cases we have.

Nachteile:

The feature that we would value most is the ability to switch between hours and days as the unit of measurement on a project by project basis (currently everything works from hours as standard). We have a number of workarounds that allow us to deal with this, but it means we have deviated more than we would have liked from the core functionality of the system.

Review

Kommentare: So far, working with [SENSITIVE CONTENT] has been wonderful, he is always there to answer any questions and provides tutorials on how he did something I asked of him, so that I could learn for future use. I also think Klient Support has been amazing and super transparent on what they can help with. Klient PSA so far has been great, it just has some minor issues, like page loading under My Work, Gantt Chart tasks, and some reporting issues I mentioned above.

Vorteile:

I liked how seamless look wise it blended into Salesforce and the features we currently used before implementation.

Nachteile:

I feel as though I don't have a grasp on easy reporting for our teams purposes based on the time tracking, profitability, team availability, and utilization data.

Marie's review

Kommentare: It has streamlined and maintained an easier, more manageable method of project management, timesheet entry, reporting and invoicing for us.

Vorteile:

As the Billing Coordinator, the ease of using Klient to generate invoices is much more efficient, trackable, and simple to use.

Nachteile:

We do not use the resource planner as much as we should; we have too many exceptions that cannot be managed just yet.

Powerful project management on the Salesforce platform

Kommentare: Project management, resource planning, budget tracking.

Vorteile:

Integration with Salesforce, Data model, ease of use, breadth of features.

Nachteile:

UI can be slow, particularly for inline editing features, which can be a drag on ease of use.

Klient after 1 year

Kommentare: Our experience has been very good. Our integration partner [SENSITIVE CONTENT] has been amazing at implementing and supporting us while rolling out this software to my team.

Vorteile:

I really like how easy it is to customize tasks as our products and processes change. I also like how we can easily report on project status and projects assigned to specific staff members.

Nachteile:

I wish it had a better centralized notes section that could be used to document communication both internal and external.

Streamline Your Professional Services with Klient PSA

Vorteile:

1)Improved project management: Klient PSA offers a range of project management features, such as resource planning, time tracking, and project reporting, which can help teams stay organized and on track.2)Enhanced customer relationship management: Klient PSA includes customer relationship management (CRM) features that can help teams manage and track customer interactions, including sales, support, and billing.

Nachteile:

Cost: Depending on the features and level of support needed, Klient PSA may be a more expensive option compared to other PSA software.

Klient PSA para que seguir buscado esta herramienta lo tiene todo.

Vorteile:

Es una herramienta muy intuitiva, dinámica y fácil de incorporar para las empresas, sin importar el tipo de labor que se gestione, este aplicativo te ayudara a concretar tus metas.

Nachteile:

Teniendo en cuenta su facilidad de implementación, tiene que ser implementado de una forma minuciosa porque puede presentar errores espontáneos.

Best and most complete PSA available in the market

Kommentare: Krow team is really responsive and quick to resolve your query, they are the small team but very committed to making sure implementation is successful.
Krow supports an exhaustive list of functionality and has the comparatively small release cycle unlike other PSA like financial force and kimble.

Vorteile:

Complete PSA package : 1. Good UI 2. Supports Lightning 3. Developed ground up 4. the most economical PSA available in the market 5. KROW is on Salesforce Platform

Nachteile:

1. Relatively new in the market 2. Small team 3. Lack of inbuilt connectors supported out of the box

Klient PSA - a new user perspective

Kommentare: Very good - great integration team and training.

Vorteile:

Easy to use and cloud based, does what I need it to do really.

Nachteile:

Gantt chart is a little clunky using it via a browser, could do with a thick client interface IMHO.

Powerful and ease to use Klient PSA

Kommentare: Easy to use and everyone can easily understand this application. A+ for this application

Vorteile:

PSA is a powerful product. Time saving. great costumer service. Excellent

Nachteile:

They need to fixed some small bugs . All done from my site.

Klient PSA Review

Kommentare: From pricing interactions, installation and the kick-off the individuals involved knew this product in and out. Klient University was well thought out and detailed. The inclusion of bringing in other staff memebers to the training to demonstrate what was learned in 8 hours was a great process. Team was well versed and fit our schedule and timeline.

Vorteile:

The dynamic views. Workspace, resource planner and task managment.

Nachteile:

At this point we are too new to pick on any particular area. At first glance it is complex, but that will become easier.

Klient is such a game changer

Kommentare: Awesome, 100% recommend.

Vorteile:

Task management is such a game changer, it's easy to create projects and the learning curve is reasonable.

Nachteile:

Nothing in particular, loading times could be faster but definately not a dealbreaker.