List of Klient Psa Customers
Quebec , H7T 0J3,
Canada
Since 2010, our global team of researchers has been studying Klient Psa customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Klient Psa for Professional Services Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Klient Psa for Professional Services Automation include: Dunsky, a Canada based Professional Services organisation with 65 employees and revenues of $12.0 million, Incloud, a Canada based Professional Services organisation with 35 employees and revenues of $8.0 million, Bolt Data Consulting Group, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Klient Psa, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Klient Psa customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Bolt Data Consulting Group | Professional Services | 10 | $1M | United States | Klient Psa | Klient Psa | Professional Services Automation | 2023 | n/a | In 2023, Bolt Data Consulting Group implemented Klient Psa, a Professional Services Automation application. Bolt Data replaced spreadsheets with Klient Psa to unify CRM, project delivery, resource planning and billing, creating a single source of truth across Sales, Delivery and Finance for the US based SaaS and IoT firm. The implementation configured CRM, project delivery, resource planning and billing modules within Klient Psa, consolidating project scheduling, time capture, resource allocation and billing automation into a single PSA platform. Configuration emphasized a unified data model for client records, project budgets and utilization tracking, aligning Sales pipeline data with delivery plans and finance billing controls. Operational scope covered Sales, Delivery and Finance functions for the 10 person firm in the United States, centralizing record keeping and cross functional workflows instead of multiple spreadsheets. Bolt Data reported outcomes after deployment that included doubling delivery and revenue without expanding operations, approximately 50 percent reduction in write offs and large improvements in utilization. | |
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Dunsky | Professional Services | 65 | $12M | Canada | Klient Psa | Klient Psa | Professional Services Automation | 2025 | n/a | In 2025, Dunsky implemented Klient PSA to centralize CRM, project and resource planning across its Canadian energy and climate advisory practice. Klient PSA is a Professional Services Automation application used to consolidate project delivery, time tracking, resource planning and billing for the firm. The implementation emphasized core Professional Services Automation modules, including CRM consolidation, project scheduling and task management, time and expense capture, resource planning and invoicing automation. The deployment leveraged Klient PSA capabilities for probability based forecasting and a Resource Planner feature to inform staffing and utilization across active proposals and projects. Operational coverage spanned project delivery and finance functions, with configuration focused on unified project records, standardized time tracking workflows and automated billing rules to accelerate close cycles. Governance changes included centralized project intake and a single source of truth for resource allocation, which supported faster proposal generation and consistent project forecasting. As reported, the Klient PSA deployment accelerated proposal writing, improved resource allocation and automated invoicing, and it improved forecasting and time tracking across projects. The narrative indicates sustained use of the resource planning module and probability based forecasting to support project level decision making. | |
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Incloud | Professional Services | 35 | $8M | Canada | Klient Psa | Klient Psa | Professional Services Automation | 2024 | n/a | In 2024, Incloud implemented Klient Psa, deploying Klient Psa as its Professional Services Automation platform to consolidate disconnected project management, time tracking, and billing tools into Salesforce. The deployment targeted Incloud’s professional services delivery workflows, centralizing project and financial data for a 35 person Canadian Salesforce system integrator. Configuration focused on core Professional Services Automation capabilities, including project forecasting, resource planning, time tracking and invoicing workflows. Klient Psa was configured to enforce standard PSA workflows for project lifecycle management, capture utilization through time entry linked to projects, and drive billing runs from recorded effort, while enabling forecasted revenue and capacity views for short term resource allocation. The implementation integrated Klient Psa directly into Salesforce, unifying CRM opportunity data with project intake and delivery records. Operational coverage included professional services delivery and finance functions, with governance centered on centralized process ownership and consolidated license management. The case study documents license fee reductions and operational efficiencies, including roughly USD 40,000 in annual savings as reported by Incloud. |
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