Home > PSA Software > Klient > Klient vs Upland PSA

Klient vs Upland PSA

Last Updated: November 25th, 2024

Our analysts compared Klient vs Upland PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

Get Free Demo Demo Request Pricing Pricing

Product Basics

Klient is a PSA system designed for large corporations and small businesses. The enterprise version is built on Salesforce and enables users to work side by side with clientele for ideal services from the early sales stage to service delivery. The small business version is intended for startups and entrepreneurs. Users can manage timesheets, expenses and client billing and monitor projects with one platform.

As a whole, its objectives are to extend effortless customer experience, visible communication between team members and clients for guaranteed alignment of expectations and transparent project health statuses. Project management, team collaboration and time management are some of its key features.

Upland PSA is a professional service automation tool that helps businesses use remote management tools that improve the profitability and growth of service businesses. It helps users manage capacity utilization and planning strategies for profitability and workload management. Users can change how projects are delivered with expense and timesheet capture with workforce and project management, project financials and billing.

Some of its key features include knowledge management, proposal automation and customer surveys. It has a host of webinars, case studies, e-books and articles to help users navigate its various modules.

$49/User, Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

$20 Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Prompt Communications: Users gain real-time communication with their customers to guarantee everyone is in the loop. When communication is open, users receive complete awareness of their sales channel so they adjust their resource planning accordingly.
Maintain Customer Satisfaction: Incorporated surveys, status reports and customer satisfaction monitoring provide users with clear insights on the health and satisfaction of their clients.
Scalable: Klient grows with businesses and companies as their client-base and production demands expand.
Easy Interface: Users work with a comprehensive interface that allows administrators to conduct intricate and smooth procedures to meet their business protocols.

Integrations: Facilitates data from and to existing systems like HCM, finance, CRM, payroll and ERP by connecting the entire enterprise ecosystem to Upland PSA using the integration platform.
Capacity Planning: Facilitates efficient utilization strategies and capacity planning to increase profitability and manage workloads.
Monitor Performance: Make data-driven and informed decisions to manage operations and ensure financial health with analytics and insights.
Customer Centric: Makes businesses customer-centric and brings together service automation with customer sentiment, knowledge management and proposal automation.
Lower Revenue Leakage: Accelerates invoicing and lowers revenue leakage with a centralized billing and time management system that tracks expenses and time. Configurable workflows accelerate approvals.
Automate Engagement: Helps businesses align service and sales departments to deliver consistency in customer experience delivery, reducing the chances of misaligned goals, communication gaps and dissatisfied customers.
Forecast Resources: Track services pipelines to ensure project delivery within budget and on time by allocating people suited to deliver.

Project Management: Users can use the project management module to administer all of their projects from start to finish. They can formulate tasks with drag-and-drop tools, partner with group members and clients on project operations and real-time status notifications.
Unified Teamwork: Klient's collaboration accessory enables users to promptly email customers and associates when a new procedure is finished. They can also invite clientele to work on assignments.
Time Management: Users can document how much time is spent on specific duties and assignments with the time management module. They can also track billable or non-billable time and offer accurate client billing by recording costs and bill rates.
Expense Management: Thanks to Klient's expense management module, users can generate adjustable expense and tax types to perform expense processing. They can also invoice billable expenses to their clients.
Resource Management: The resource management accessory permits users to plan, schedule and record all of their resources. If needed, they can effortlessly change resource schedules.
Project Accounting: Users can transform every project into profitable opportunities with the project accounting tool. They can monitor rate cost and bill rates, cards and employ flexible client invoices in batches or on-demand.
Surveys: Klient's survey tool enables users to generate and send customer surveys such as NPS, CSAT or open surveys to study feedback. This component assists users in keeping and maintaining customer support.
Plenty of Integrations: Klient has a string of integrations to streamline various processes. It integrates with a variety of popular third-party tools such as Quickbooks, Xero, Sage, Drakya, Glic Tech, Slack, RelationEdge and more.

Modular Platform: Designed to grow along with users’ business by implementing in a modular fashion, enabling change management, increased internal adoption and services maturity.
Advanced Workflows: Use flexible workflows and visual workflow editors to configure processes to match user requirements.
Timesheets: Customizable timesheets at task and project level, create approval workflows and leave time for optimal operational efficiency.
Customer Engagement: Brings best practice principles and high touch to all engagements.
Mobile Engagement: Lets users engage with their audience by delivering messages via text, mobile wallets or apps, or use a combination of methods. Upland PSA grows with the business.
Apps and Push: Helps design marketing campaigns and provides insight into customer preferences and behavior with rich audience segmentation, push notifications and location triggered messaging.
Wallet Pass: Enables contactless payment using wallet apps like Google Pay and Apple Pay. Lets users store gift cards, coupons, tickets, offers, loyalty cards or memberships on mobile devices.
Resource Management: Helps manage project workforces with control and visibility. Supports functions like scheduling, forecasting and managing remote or local workforces.

Product Ranking

#9

among all
PSA Software

#32

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data

100

we're gathering data

Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Klient

Upland PSA

+ Add Product + Add Product

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

55%

45%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

40%

60%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

73%

27%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

80%

20%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

86%

14%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

67%

33%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

86%

14%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

89%

11%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

30%

70%

User Sentiment Summary

88%

of users recommend this product

Klient has a 'great' User Satisfaction Rating of 88% when considering 63 user reviews from 2 recognized software review sites.

79%

of users recommend this product

Upland PSA has a 'good' User Satisfaction Rating of 79% when considering 193 user reviews from 4 recognized software review sites.

4.4 (62)

3.9 (98)

5.0 (1)

4.0 (14)

n/a

4.3 (69)

n/a

2.3 (12)

Synopsis of User Ratings and Reviews

Simple User Interface: Precisely 71% of users reported that Klient has a user-friendly interface and a simple implementation process.

Responsive Support Team: The customer support team has a rapid turnaround time, according to approximately 100% of users.

High-Quality Performance: Roughly 44% of users say the overall performance of Klient is fantastic and reduces downtime.

Configurable: Nearly 75% of users claim Klient is pliable to their business needs.

Abundant Accessories: Klient has a grand package of features including approval workflow, project management, project layout, retainer billing, revenue recognition and more, as stated by 55% of users.

Integratable: Precisely 100% of users said Klient integrates with Slack, Sage Intacct, Chatter and other applications.

User Friendly: The system is easy to use and intuitive, as noted by approximately 86% of users who mention the system’s usability.

Functionality: Asana offers a robust suite of successful project management tools, as reported by 76% of the users who mention the product’s functionality.

Support: Support for the system is prompt, as reported by 88% of users who mention support.

Integrations: Available integrations help add value to the base product, as reported by 80% of reviewers who mention integrations.

Lagging System: Of the users who responded to Klient's overall performance, 55% of users said it has a slow loading time and the occasional unexpected error messages.

Limited Reporting: Nearly 42% of users say the reporting feature has limited capabilities and templates.

Integrations: Nearly 90% of reviewers found Upland PSA’s interface to be dated and not intuitive.

Learning Curve: Nearly 100% of users who mentioned its learning curve reported that Upland PSA has a steep learning curve.

Klient is a vigorous PSA program that has an array of appliances such as project management, resource management, workflow approval, retainer billing, revenue recognition and more. It's built on Salesforce and integrates with Chatter, Slack, Sage Intacct and other platforms. The interface is user-friendly, the implementation process is simple and the customer support team has swift problem-solving skills. Although the speed of the system is slow and the reporting tool lacks some templates, clients believe Klient is a potent project management resource.

Upland PSA is a user-friendly PPM system, and users praise its time-sheet feature. Many users don’t have any complaints and say that Upland PSA has increased their efficiency. It ranks very high in usability and functionality. Its support team is helpful and quick to respond. Users find that Upland PSA helps organize tasks that their team members should work on. Its integration feature increases productivity. However, the interface is not intuitive and has a learning curve.

Screenshots

Top Alternatives in PSA Software

Accelo

Avaza

Certinia PSA

Changepoint SA

CloudBlue PSA

ConnectWise Manage

Deltek Vantagepoint

Dynamics 365 Project Operations

Kantata

Mavenlink

OpenAir

Polaris PSA

Projector PSA

Scoro

Upland PSA

Workday PSA

Related Categories

MSP Software

Time And Expense Tracking Software

Work Management Software

MSP Software

PPM Software

Strategic Planning Software

Time And Expense Tracking Software

Work Management Software

Compare other software products using the SelectHub platform

FAQ

How can I do a in-depth comparison of Klient and Upland PSA? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for PSA Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Which PSA Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Is there a requirement template for PSA Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics

Build Your Requirements

SelectHub Products Cost and Pricing Guide

Get Your Free Comparison Report

Table settings

Expand all details

Expand all scores

Collapsed view

Priority order