G2 Vendor Directory

Klient PSA vs. CloudPlanner

A side-by-side comparison based on G2 review data.

MetricKlient PSA

by Klient Software

CloudPlanner

by Youngideassoftware

Overall rating4.54.3
Review count9810
Ease of use8.78.3
Ease of setup8.29.0
Quality of support9.18.4
Meets requirements9.18.1
NPS68.81720460
Small Business57.3%50.0%
Mid-Market41.7%20.0%
Enterprise1.0%30.0%
Total page views4697
Total LLM citations1,3180

Klient PSA

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.

Pros

  • Ease of Use
  • Project Management
  • Resource Management
  • Flexibility
  • Comprehensive Features
  • Updates

CloudPlanner

CloudPlanner is a Gantt type project planning online program.

Pros