Home > PSA Software > Klient > Klient vs CloudBlue PSA

Klient vs CloudBlue PSA

Last Updated: November 18th, 2024

Our analysts compared Klient vs CloudBlue PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Klient is a PSA system designed for large corporations and small businesses. The enterprise version is built on Salesforce and enables users to work side by side with clientele for ideal services from the early sales stage to service delivery. The small business version is intended for startups and entrepreneurs. Users can manage timesheets, expenses and client billing and monitor projects with one platform.

As a whole, its objectives are to extend effortless customer experience, visible communication between team members and clients for guaranteed alignment of expectations and transparent project health statuses. Project management, team collaboration and time management are some of its key features.

CloudBlue PSA, formerly HarmonyPSA, is a professional services automation software. It provides simplified catalog management and expanded product reach. Manage product lifecycles from sales leads to contract renewals, on-premise or in the cloud.

Incorporate different time zones, currencies and tax jurisdictions for seamless international operations. Gain time by automating administrative tasks and integrating with existing workflows. With adaptive subscriptions and market-ready solutions, retain subscribers and brand the customer experience. Supply vendors with preconfigured tools while accessing new selling verticals.

$49/User, Monthly

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$9,000 Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

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Mac

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Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

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Live Online

Videos

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Documentation

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Live Online

Videos

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Phone

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Knowledge Base

24/7 Live Support

Phone

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24/7 Live Support

Product Insights

Prompt Communications: Users gain real-time communication with their customers to guarantee everyone is in the loop. When communication is open, users receive complete awareness of their sales channel so they adjust their resource planning accordingly.
Maintain Customer Satisfaction: Incorporated surveys, status reports and customer satisfaction monitoring provide users with clear insights on the health and satisfaction of their clients.
Scalable: Klient grows with businesses and companies as their client-base and production demands expand.
Easy Interface: Users work with a comprehensive interface that allows administrators to conduct intricate and smooth procedures to meet their business protocols.

Streamlined Operations: CloudBlue PSA automates routine tasks, allowing businesses to focus on strategic initiatives rather than getting bogged down in day-to-day operations.
Enhanced Collaboration: The platform fosters teamwork by providing a centralized space for project management, ensuring all team members are on the same page and reducing the likelihood of miscommunication.
Improved Financial Management: With integrated time tracking and billing features, CloudBlue PSA simplifies the invoicing process and provides real-time visibility into financial performance, helping businesses manage their cash flow more effectively.
Increased Customer Satisfaction: By streamlining service delivery and enabling faster response times, CloudBlue PSA helps businesses improve their customer service, leading to higher satisfaction rates and repeat business.
Scalability: CloudBlue PSA supports businesses as they grow, easily adapting to increased workloads and more complex projects without the need for significant additional investment in IT infrastructure.
Data-Driven Decision Making: The software offers comprehensive reporting and analytics tools, giving businesses the insights they need to make informed decisions and optimize their operations.
Enhanced Resource Management: CloudBlue PSA provides tools for more effective resource allocation, ensuring that the right people are working on the right projects at the right time, thereby maximizing productivity.
Reduced IT Complexity: Being a cloud-based solution, CloudBlue PSA reduces the need for on-premise IT infrastructure and the associated maintenance, leading to lower IT costs and complexity.
Improved Project Visibility: The platform offers real-time updates on project progress, making it easier for managers to monitor deadlines, budgets, and overall project health, and to intervene promptly when necessary.
Customization and Integration: CloudBlue PSA can be customized to fit the unique needs of a business and integrates seamlessly with other tools and systems, enhancing workflow and productivity.
Security and Compliance: With robust security measures in place, CloudBlue PSA ensures that sensitive data is protected, helping businesses comply with regulatory requirements and giving them peace of mind.
Global Accessibility: Being cloud-based, CloudBlue PSA can be accessed from anywhere, at any time, enabling remote work and ensuring that team members can stay connected and productive regardless of their location.

Project Management: Users can use the project management module to administer all of their projects from start to finish. They can formulate tasks with drag-and-drop tools, partner with group members and clients on project operations and real-time status notifications.
Unified Teamwork: Klient's collaboration accessory enables users to promptly email customers and associates when a new procedure is finished. They can also invite clientele to work on assignments.
Time Management: Users can document how much time is spent on specific duties and assignments with the time management module. They can also track billable or non-billable time and offer accurate client billing by recording costs and bill rates.
Expense Management: Thanks to Klient's expense management module, users can generate adjustable expense and tax types to perform expense processing. They can also invoice billable expenses to their clients.
Resource Management: The resource management accessory permits users to plan, schedule and record all of their resources. If needed, they can effortlessly change resource schedules.
Project Accounting: Users can transform every project into profitable opportunities with the project accounting tool. They can monitor rate cost and bill rates, cards and employ flexible client invoices in batches or on-demand.
Surveys: Klient's survey tool enables users to generate and send customer surveys such as NPS, CSAT or open surveys to study feedback. This component assists users in keeping and maintaining customer support.
Plenty of Integrations: Klient has a string of integrations to streamline various processes. It integrates with a variety of popular third-party tools such as Quickbooks, Xero, Sage, Drakya, Glic Tech, Slack, RelationEdge and more.

Holistic Overview: Determine beneficial solutions through 360 degree views of tasks, clients and revenue. Use real-time updates of project pipelines or expenses to scale capability and examine customer metrics to track profitability.
Lead Analyzer: Generate leads automatically using website traffic data. Manage marketing analytics and track revenue from lead generation to contract renewal in one dashboard.
Adaptive Billing: Create flexible subscription plans or incentivize bundling products. Secure revenue by using auto-renewal and monitoring contractual changes. Automate billing processes and manage sales, finance and operational processes.
Public Supply Chain: Publish items on AWS, Azure and Google Cloud platforms. Maximize profit by offering XaaS bundles and set order parameters to streamline fulfillment and increase product availability.
Marketplace Management: Equip partners with a branded storefront and customized catalogs. Manage global sellers through unified onboarding and provide product training on co-sell items. Create shareable tools and network with new partners to expand customer segments.
Vendor Management: Collaborate with suppliers and enroll new vendors from one centralized place. Offer flexible contract options, create promotional packages and customize offer plans with existing distributors to drive engagement.
Inventory Management: Distribute product information with consistency across all channels. Align with competition by offering market-based price points.
RMM Functionality: Perform system analyses, sync assets or automatically manage tickets using integrated MSP software. Access reports or set system-wide policies such as alerts and canned responses to resolve concerns faster.

Product Ranking

#9

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#123

among all
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Analyst Rating Summary

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User Sentiment Summary

88%

of users recommend this product

Klient has a 'great' User Satisfaction Rating of 88% when considering 63 user reviews from 2 recognized software review sites.

92%

of users recommend this product

CloudBlue PSA has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

4.4 (62)

4.6 (4)

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4.65 (20)

5.0 (1)

4.5 (22)

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5.0 (1)

Awards

Customer Relationship Management (CRM) Award

Synopsis of User Ratings and Reviews

Simple User Interface: Precisely 71% of users reported that Klient has a user-friendly interface and a simple implementation process.

Responsive Support Team: The customer support team has a rapid turnaround time, according to approximately 100% of users.

High-Quality Performance: Roughly 44% of users say the overall performance of Klient is fantastic and reduces downtime.

Configurable: Nearly 75% of users claim Klient is pliable to their business needs.

Abundant Accessories: Klient has a grand package of features including approval workflow, project management, project layout, retainer billing, revenue recognition and more, as stated by 55% of users.

Integratable: Precisely 100% of users said Klient integrates with Slack, Sage Intacct, Chatter and other applications.

Streamlined Billing: CloudBlue PSA helps automate recurring billing, invoicing, and payments, which can save time and reduce errors. It also offers usage-based billing capabilities, which can be helpful for businesses that sell cloud-based services.

Improved Project Management: The platform provides tools for managing projects, including task management, time tracking, and resource allocation. This can help businesses to stay on top of their projects and ensure that they are completed on time and within budget.

Enhanced Customer Support: CloudBlue PSA includes a ticketing system that can help businesses to track and resolve customer issues. It also offers a self-service portal that allows customers to submit tickets and track the status of their requests.

Integrations: CloudBlue PSA integrates with a variety of other business applications, such as accounting software, CRM systems, and marketing automation tools. This can help businesses to streamline their operations and improve efficiency.

Lagging System: Of the users who responded to Klient's overall performance, 55% of users said it has a slow loading time and the occasional unexpected error messages.

Limited Reporting: Nearly 42% of users say the reporting feature has limited capabilities and templates.

Clunky UI: The user interface can feel outdated and cumbersome, making navigation and task completion less efficient than it could be. The platform's visual design and layout may appear dated compared to more modern software options.

Customization Challenges: Adapting the platform to specific workflows or unique business requirements can be difficult due to limitations in customization options. Users may find it challenging to tailor the system to their exact needs, potentially leading to workarounds or compromises in their processes.

Reporting Limitations: Generating reports or extracting meaningful insights from data may be hindered by limitations in the reporting capabilities. Users might encounter challenges in creating custom reports or accessing the specific data they need for analysis, potentially impacting decision-making processes.

Klient is a vigorous PSA program that has an array of appliances such as project management, resource management, workflow approval, retainer billing, revenue recognition and more. It's built on Salesforce and integrates with Chatter, Slack, Sage Intacct and other platforms. The interface is user-friendly, the implementation process is simple and the customer support team has swift problem-solving skills. Although the speed of the system is slow and the reporting tool lacks some templates, clients believe Klient is a potent project management resource.

CloudBlue PSA emerges as a compelling contender, particularly for tech and service-oriented companies. User feedback from the past year paints a picture of a platform celebrated for its user-friendly interface and robust feature set, encompassing project management, time tracking, billing, resource management, and customer relationship management. Reviewers frequently highlight the software's ability to centralize internal systems, streamlining operations from sales to production, enhancing client communication, and simplifying revenue and invoicing processes. The service desk workflows receive consistent praise for their efficiency and modern design, making CloudBlue PSA a top choice for businesses prioritizing streamlined operations. However, no software is without its drawbacks. Some users note limitations in customizing screens for end-users, potentially leading to confusion among employees navigating unfamiliar fields and options. Additionally, while CloudBlue PSA offers integration capabilities, some reviewers express a desire for more extensive integration options with other systems. Despite these limitations, CloudBlue PSA stands out for its comprehensive customer management features, providing a holistic view of each client, including quotes, orders, invoices, tickets, inventory, and projects. This 360-degree perspective empowers businesses to manage customer relationships effectively at all levels. Ultimately, CloudBlue PSA appears best suited for small to medium-sized tech and service businesses seeking an affordable, user-friendly, and feature-rich solution to manage their operations and elevate customer satisfaction.

Screenshots

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FAQ

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