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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

To gather data internally and externally, create customized forms. Assign tasks to improve collaboration and speed up execution. To collaborate across departments, create efficient processes and workflows using the process modeler. To complete a task, add responsible departments, teams, and even companies to avoid miscommunication. By transferring tasks and forms between departments and roles, companies, and external stakeholders, you can break down silos and encourage collaboration. Know your process ecosystem. Finally, understand the processes that are running and why. You can future-proof your company by creating workflows that last. Digitalize your workflows to bring them into 21st century. Keep a single source for truth across all departments. Don't worry about miscommunications again. Work together more effectively. Bring joy and clarity into your workday. Without manual tasks weighing down your enthusiasm for your job, you can rekindle your passion.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Breadwinner
HubSpot CRM
HubSpot Customer Platform
Hyperfish
InboxCRM by AppEQ
Jira
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
Salesforce Agentforce 360 Platform
Slack
Xero
Zendesk
Zendesk Sell
dox42

Integrations

Breadwinner
HubSpot CRM
HubSpot Customer Platform
Hyperfish
InboxCRM by AppEQ
Jira
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
Salesforce Agentforce 360 Platform
Slack
Xero
Zendesk
Zendesk Sell
dox42

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$15 per user 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

FireStart

Founded

2008

Country

Austria

Website

www.firestart.com

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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

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