G2 Vendor Directory

Operating vs. Klient PSA

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

MetricOperating

by Operating Solutions

Klient PSA

by Klient Software

Overall rating4.74.5
Review count2098
Ease of use9.48.7
Ease of setup9.18.2
Quality of support9.89.1
Meets requirements9.09.1
NPS9568.817204
Small Business35.0%57.3%
Mid-Market65.0%41.7%
Enterprise0.0%1.0%
Total page views89469
Total LLM citations1471,318

Operating

Operating is an AI-enabled professional services automation (PSA) platform for running the business behind complex consulting work. It puts time, people, projects, and money in one place and sits in between the CRM and accounting platform. It's the one hub for running the professional services delivery. Operating is built by former IT services professionals.

Pros

  • Customer Support
  • Team Collaboration
  • Time Tracking
  • Intuitive
  • Project Management
  • Navigation Ease

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