PlanIt vs. Klient PSA

Unlock Seamless Strategic Execution with PlanIt for Microsoft Teams Did you know that 72% of businesses face challenges in executing strategic and tactical plans? PlanIt is here to change that. Designed for Microsoft Teams, PlanIt provides a dynamic and visual overview of your key activities and events, helping teams stay aligned and on track. With seamless integration into Microsoft Planner and Outlook, PlanIt ensures every task has clear accountability and follow-up, empowering teams to effortlessly manage projects and activities from planning through execution.

Klient PSA is a Professional Services Automation (PSA) platform built 100% natively on Salesforce. It is designed for professional services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that already run on Salesforce and want delivery, finance, and customer data in one system instead of in a PSA bolted on beside the CRM. Because Klient PSA runs inside your existing Salesforce org, projects, resources, timesheets, and invoices share the same records, permissions, and reports as your pipeline.