Klient PSA vs. Screenful

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.

Screenful is the easiest way to get a visual dashboard and automated team status reports that keep every stakeholder updated on a project's status. Screenful integrates with most common task management tools (Jira, Trello, GitHub, GitLab, Linear, Asana, monday.com) and builds reports and insights based on your projects and tasks. It’s an out-of-the-box dashboard with minimal setup needed from the user. WIth Screenful, users can track things like team velocity, task/issue lead & cycle times, current bottlenecks, and get a high level view across all of their projects.