Retain Cloud vs. Klient PSA

The Only Platform Built to Unify Resource Planning for Professional Services — Now with AI and Enhanced Skills Taxonomy Established in 1992, Retain is the world’s first platform built to give professional services firms and complex, multi-entity organisations one place to plan, schedule, and forecast across every department. No more spreadsheets. No more disconnected tools. Just a single, intuitive system that brings clarity and control to resourcing. With AI-powered insights, a governed skills taxonomy, and behavioural profiling, Retain goes beyond availability.

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.