Klipfolio Software


 

Klipfolio is a cloud-based business intelligence solution that serves businesses of all sizes. It helps marketing agencies, analytics firms, system integrators, business solution providers and technology providers create business performance dashboards.

Primary features include real-time dashboards, data-source connectors for various applications and databases, pre-built visualizations, client management and reporting. Users can view their business data in the form of bar charts, tables, line and area charts, sparklines, pie charts, maps and scatter plots.

Users can also edit their selected visualizations or create their own. When users connect a data source to Klipfolio they can also specify the specific data to include in the dashboard. These data sources can be refreshed to reflect real-time data.

Klipfolio offers integrations with third-party applications including Google Analytics, Moz, Twitter, Facebook, ActiveCampaign, Asana and Slack. It also offers mobile applications for Android and iOS devices.

 

Klipfolio - AdWords dashboard
 
  • Klipfolio - AdWords dashboard
    AdWords dashboard
  • Klipfolio - Year in review
    Year in review
  • Klipfolio - Dashboard example
    Dashboard example
  • Klipfolio - Facebook dashboard
    Facebook dashboard
  • Klipfolio - Google Analytics dashboard
    Google Analytics dashboard
  • Klipfolio - Social media dashboard
    Social media dashboard
Supported Operating System(s):
Web browser (OS agnostic)

118 Reviews of Klipfolio

 

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Software Advice Reviews (9)
More Reviews (109)

Showing 1-9 of 9

Brian from Curotec
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Great customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Again, I can't thank representatives enough for all the support I've gotten and the great product team who built this tool.

Pros

The support for Klipfolio is great. Especially it's representatives, who has been extremely helpful in solving the snags that I have hit along the way while building my dashboards.

Cons

I don't know of any major cons or blockers as of yet. If you are not a technical person you may have trouble using the product, but other than that its really great value and competes with the much more expensive and pricey platforms out there.

Review Source
 
 

Matthew from Wootware Computers (Pty) Ltd
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Klipfolio Proves For A Powerful & Revolutionary Dashboarding Experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

- Can integrate easily with a wide array of third party services
- Template dashboard elements provided for easy learning material
- Highly detailed software usage instructions & forums for discussion - so tackling problems is made a lot simpler
- Officially produced video documented guides reduces the learning curve
- Extremely flexible & able to refine data sets without the necessity of simplifying database design beforehand
- Affordable & excellent support staff
- Efficient refresh rates for data (& high level of customisation supported)

Cons

- We've been using Klipfolio for a few years & thus far have had no complaints
- No cons that really stand out

Review Source
 
 

Daniel from Venture Capital & Private Equity
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Extremely Good Dashboard Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

- easy to use
- visuals are great
- functionalities are endless
- support staff is extremely helpful and knowledgeable

Cons

- requires some coding/API knowledge for more complex analysis
- some integrations that are currently only available via API would be welcomed as pre-built integrations

Review Source
 
 

Michelle from AA Garage Guide
Specialty: Software / Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

AA Garage Guide - analyzing so much more data with help from Klipfolio - 20 boards and counting

Ease-of-use

Functionality

Product Quality

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Value for Money

The support team at Klipflio are amazing. From helping with new charts to fixing simple grouping errors, nothing is too much trouble and they are always quick to respond and help us. They have really helped us bring our data to life and saved many hours of working with excel. Thank you so much.

Pros

It really is limitless
Can see data in real time
Pretty much connects with any data source you are working with

Cons

You do need to know a bit about how to select, group and chart data if using SQL queries like we are, but the support team is fantastic.

Review Source
 
 

jaswinder from Puma
Specialty: Other
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

Fantastic experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ease of language and use makes this a great tool. But the main success behind this tool is the customer team who is working hard to make our experience better. Anytime you can ping them on chat and they are always ready to help you out with the issues.

Cons

Few Functionalities are not available but you can request those functionalities on their community forum and I am sure they are working hard to bring those functionalities to their customers.

Review Source
 
 

Lenore from Intuitus
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Customer Support is the best I have ever had

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

It took me a bit of time to understand all the data connections, but if I ever had any questions, the support team were available, and were able to help guide me through to the solutions. For a small company, with no other technical expertise, this support was what helped complete our requirements.

Cons

Can't do everything you want - but what product can. Once you understand how the data connections work, and the format of the parent/child nodes, you will find it relatively easy to use. It took me a bit of time to understand (and use) the parent/child nodes.

Review Source
 
 

Nichola from Key Plastics Limited
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Best Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would personally like to thank Rahul Bura in customer support for all his help and quick responses.

Pros

Customer support is second to none, great response to all my queries, with solutions to all issues found. It is a relatively simple system to use and the visual effects are very powerful way to get your core data across.

Cons

The tutorial videos can appear a bit overwhelming to the novice, however once you set aside some time for these it does all click into place.

Review Source
 
 

Philippe from Isologic
Specialty: Healthcare / Social Services
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Klipfolio is a sleek dashboard tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Good tool, great price and customer service second to none. This is not a battleship in the business intelligence realm, but a lighter, sleeker tool that allows a quick deployment and beautiful results.

Pros

Customer service is excellent. They have a strong online presence for immediate help and a quick support team for trickier questions. Dashboard and widget (klips) presentation are very sleek. Configuration of datasources is painless. Access Managemenent is simple and sufficient. The pricing model is very competitive. New functionalities are constantly being rolled out. This tool is alive.

Cons

For relational database users, there is a certain learning curve, as each column within a table is treated as an independent vector (unless you go through quick actions): it is easy to misalign data and get irrelevant results. Klipfolio cannot be considered as a full-fledged business intelligence tool as it does not perform 'intelligent' analysis of the data. Rather, it is a presentation tool that can display in many relevant ways, the information that it is being fed.

Review Source
 
 

Jacob from Computer Software
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Klipfolio is very useful for small businesses.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I think that Klipfolio is great for small businesses that need a data visualization tool. However, if they need to scale larger, I believe there are better options out there.

Pros

It uses pre-defined reports for specific datasources. All you have to do is connect the datasource and it will create the report for you.
It is cost-friendly and provides a solid ROI. This makes it a great alternative compared to a more expensive option like Tableau.

Cons

It's very difficult to format outside of the pre-defined reports. If you are not a Klipfolio expert or technically savvy, you are limited in Klipfolio.

Review Source
 
 
 
Showing 1-20 of 109

Leroy from Moongro
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2018

July 2018

Great support and many options

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Quality
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Value
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Pros

Easy to connect data sources and great support team that can help you if you get stuck. Perfect for online marketing dashboards

Cons

It can get a bit hard to combine stuff if you don't want to make one of the basic dashboards (if you want very complicated dashboard perhaps it's better to use an programming language). For online marketing klipfolio is perfect though.

Review Source: Capterra
 

Karla from Drift Club
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2018

July 2018

Dashboard that motivates to move ahead

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Pros

"On the beginning of my business career, I asked myself how the success may be reached. By having a good product and team are not enough for a stable result, trends on the world market are in movement all the time, so in order to be in real time connection with people desires, you should grouping, filtering, aggregating and sorting information that essential for your goal. And according to my experience, Klipfolio is unbelievable software for agile and single-minded companies. This program empowers you to build your own dashboards. This software is API machine with 100s of connections to the web services you may use to grow your business. What also convenient is the application Klip Editor where you are able «to create your story». There you will find a palette of possible visualizations that enhance your flexibility in the creation process. Moreover, if you want to go deeper with your data, they provide the tools you need to execute the complex formulas to solve challenging data problems. Additionally, Klipfolio helps you to share data with your team and clients through multiple channels. In my mind, it’s a great way for executives to nurture a culture of data transparency and the team to see their performance at a glance.
"

Cons

I have not observed any minuses in this software yet, so, in my humble opinion, if you have a desire to use Klipfolio, It will be the smart decision.

Review Source: GetApp
 

Wes from ClickUp
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

The charts look great, but the data input is technical

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

The price is great compared to alternatives, and the graphs look really clean and show tons of information.

Cons

You have to be a techie to get the graphs you want. This is probably super simple for a team with a bunch of developers, but I'm a one man show when it comes to dashboards.

Review Source: Capterra
 

Connie from Trig - Innovation, Design, and Marketing
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Top tier customer service and very smart, helpful, and thoughtful people!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Support

Built custom dashboard for our largest client whose CEO loved!

Pros

The help chat box is amazing and always just a click away. 95% people they have working there have been super helpful and friendly, and really walk you through any coding help you need. The software itself is very powerful and versatile and is able to use a lot of different types of data sources. The pricing is also really hard to beat.

Cons

Sometimes you get someone who isn't particularly helpful, but it's been very rare. There are some limitations to out-of-the-box functionality, but much less than the competitors I've scoped out.

Review Source: Capterra
 

Dimitris from Growth Digital Agency

June 2018

June 2018

Really well-polished software that helps our business and our client's businesses to grow

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Klipfolio provides a powerful infrastructure in order to create beautiful visualizations. It is the toolkit we need in order to have all the data about our business performance a click away.

Cons

The learning curve of the software can be a little harsh. If you don't have a technical background it might be a little bit overwhelming at the beginning.

Review Source: Capterra
 

Lisa from RootedELM

June 2018

June 2018

Positive. My questions are clarified efficiently and effectively with a robust solution provided.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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By turning data into a visual dashboard, Rooted Elm is able to support our clients in making smarter decisions about their email marketing program, identify gaps and enhance overall subscriber engagement.

Pros

My trust for Klipfolio started on day one when I was researching which dashboard solution to invest in. CEO, was the person who introduced me to the system then trained me on how to use it. Klipfolio has grown leaps and bounds since then, and the software is more sophisticated and flexible, but I still receive exceptional support when I need it.

Klipfolio Ninja Services has assisted me in advancing the dashboards I create for our clients to an entirely new level. Most often I have the vision and know how I want to parse the data -- but sometimes the right formula or a better, more straightforward way of bringing the data to life happens with one of our Klipfolio Ninja!

Recently Klipfolio has made improvements to their interface and functionality allowing it easier for a non-formula minded marketer (like myself) to use. Being the visual person that I am, I find the video library as well as the knowledge base with examples helpful and reference them often to build the visual component I need.

Cons

At times I have been challenged with file size limitations with .csv files and third-party integrations. In both instances, a workaround resolved the issue for each and I was able to upload the data into Klipfolio to build the klips and dashboards.

Review Source: Capterra
 

Fernando from iClinic - Software para gestão de clínicas e consultórios
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Create dashboards with KPIs from all departments of my company and display it for everyone

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Easily organize and beatifully display your KPIs. Excellent to keep your team motivated to achieve the goals.

Pros

Create beatifully customizable dashboards and easily share and display it in your office, with your colleagues and take it with you in the mobile apps. There is a lot of different graphs, tables and other views to display your KPIs and It is a great tool to share with your team and keep them motivated to achieve the goals, I had a wonderful experience with that. You can very quickly integrate with your information in several different kinds of databases or softwares, including MySQL databases, Google Sheets, Asknicely, Pipedrive and etc.

Cons

If you need to calculate something or making a complex formula to get to the right information to display can be very difficult, It is not so clear how each formula works, the articles don't explain everything you need. The support agents can help with in customer support chat but sometimes even them looks to have some trouble to find the correct answers and how to make what you want.

Review Source: Capterra
 

Julio from MRW Logística Avanzada

May 2018

May 2018

Trying to bring together the results of different aspects of our business.

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Functionality

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Value for Money

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Trying to bring together the results of different aspects of our business. Now, our development team and the business side can see each other's results at a glance, and have a quantifiable, and real-time goal to work towards.

Pros

We use so many important information to manage the sales process and inform our team in a Screen panel where they can perform better. This is crucial for our success.

Cons

Setup was a bit challenging, but once we got the dashboards setup how we wanted... we let it do it's thing.

Review Source: Capterra
 

Shawn from The Doyle Group.
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Great tool for analytic driven marketing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Pros

Most integrations have useful klips already built in! It makes for a great starting point even when it hasn't covered all bases for YOUR business it's easy to pick up from some starting point with accurate data.

Cons

As a new learner I have never worked with data on this advanced of a level. The resources and customer service has been extremely helpful. My advice is do not be discouraged you will get good help from klipfolio but if you are new to API integration it gets difficult. ;-)

Review Source: GetApp
 

Seth from inWhatLanguage

May 2018

May 2018

It has allowed our team to create transparent dashboards

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

We have a big monitor in our office and each department has a dashboard displayed that rotates through the reports. I love how easy it is to create customized data to help the other departments understand all the activities we complete on a weekly basis.

Cons

It can be difficult to learn. Also we had some issues with formatting to fit different sized screens, but we were able to figure it out. So other than the learning curve, this is a really cool tool to help with your reporting.

Review Source: Capterra
 


May 2018

May 2018

Powerful visualizations with a great support team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

My team uses highly-customized instance of Salesforce as an internal project management system. We also have several other services, such as SharePoint, Google Docs, and others, where data is stored. We found Klipfolio in our search for a dashboarding tool that would allow us to integrate all of these services into a single view for our users across the department. The visualization components are pretty flexible and can be bent to fit your needs. The support team is incredibly patient and are never slow in responding to inquiries.

Cons

The learning curve can seem a bit steep at first. While some data formulas can be easy to understand if you're familiar with some of Excel's more advanced features, there are others that are somewhat unique to Klipfolio. The documentation covers most of what you would need, and if you get stuck, the support team is very quick to respond and walk you through the solution.

Review Source: GetApp
 

Abigail from Marketing and Advertising

May 2018

May 2018

I use klipfolio on a weekly bases and it is a nice dashboard software,

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Lot of different metrics you can set for different dashboards, can build custom clips and once they are set will pull from api's

Cons

The way to setup your dashboards and custom clips are confusing and the software doesn't tell you wants wrong with the klip.

Review Source: Capterra
 

Cara from Agility PR Solutions
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Great experience with Klipfolio so far

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Pros

Klipfolio has been exactly what I needed to make in-depth and visually appealing reports to report on marketing performance. The support for this software has been outstanding, they've been super helpful getting me set up for success.

Cons

As a marketing user, some of the functions and formulas can be quite advanced when I'm trying to build more complicated Klips. Luckily I've been able to accomplish everything I needed with the help of the community and support team.

Review Source: Capterra
 

Noah from eSight

April 2018

April 2018

Klipfolio gives you full access to visualize and transform your companies data on your own.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

I love the customer support. It can be very taxing to get data from a variety of sources (CRM/ERP/Digital Marketing) into one chart so you can see correlations and patterns to improve on. Klipfolio customer support is the best customer support I have received from any software, not just a data visualization tool. They are all fully capable and happy to help. I got all my org's data into an executive dashboard in under a day, and it is now used several times a day by the senior management of the company.

Cons

I think that they could do a better job of on boarding. Their documentation is great, and they are there to help every step of the way, but you have to reach out to them for that.

Review Source: Capterra
 


April 2018

April 2018

The best dashboard software

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
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Pros

Klipfolio is always adding new integrations to their library which makes it easy to connect to the common business software. If there's no integration pre-built then you can easily create whatever you need through writing API queries. The help documentation is really well written

Cons

There's no easy way to share multiple dashboards privately unless you sign up for the more expensive plans

Review Source: Capterra
 

Amanda from Westside Family Healthcare

April 2018

April 2018

First class customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Pros

Customer support is wonderful. They are helpful, knowledgeable, friendly, good-natured, and very engaged. I get immediate answers and an easy back and forth to assist in any problems I may be having with my charts and dashboards. I have never had such a good customer service experience when it comes to software. Clearly it is a priority to them, unlike so many other companies.

Cons

There is a learning curve but that's all software. I wish I could copy dashboards and not just klips.

Review Source: Capterra
 

Scott from American Home Buyer

April 2018

April 2018

Great Dashboards

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Takes complex data and presents it in easy to understand Dashboards and Scorecards for our team.

Pros

It works! Good format and nice charts. Takes complex data and presents it in easy to understand charts and graphs. The service and help are great too.

Cons

There is a learning curve (with this and all Dashboards) to getting the data source hooked up, and to advanced charting. Serious endeavors will require some programming knowledge or outside help.

Review Source: Capterra
 

Tanja from Soulcentric LLC

April 2018

April 2018

Great visualization service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Support
Pros

We often advise this service to our partners, besides that, we use Klipfolio ourselves as well. The biggest advantage is the ability to combine a lot of different sources and possibility to build your own custom dashboards with all the data you want to see at one place. At this time, the service is very secure, you have several options for improving security. The support team is very responsive to help you through those times when something doesn't quite work as intended.

Cons

If you worked with Excel tables, you will very quickly climb into this service. If you are a beginner, you need a little time to figure it out. Go for a trial version, build and add Klips and I'm quite sure you will get satisfied.

Review Source: GetApp
 


April 2018

April 2018

Good looking dashboards if you can figure out how to make them

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Once a dashboard is made, it looks great. The UI is really pleasing, and there is a wide range of visualizations to choose from making it easy to convey data in just the right way.

Cons

Getting data into the system can be a pain, and manipulating the data is a challenge. It often makes more sense to pre-process the data somewhere else which adds another step in the complexity.

Review Source: Capterra

  Response: Klipfolio, Klipfolio Inc.

Date: April 2018

April 2018

 

Hey there, thanks for submitting a review.

I'm happy you like your Klipfolio dashboards but disappointed you're finding some of the data manipulation tasks challenging. We're continuously improving and there's new functionality coming out this month which is a big leap forward and really helps to prepare your data for use in Klipfolio. I hope you'll check it out and please reach out to our Support team if you have any questions at all. We're always here to help!

 

Kirsten from Plexus Worldwide
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2018

April 2018

Many specific questions regarding Lookup and Tables

Ease-of-use

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Value for Money

Ease-of-use
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Support

Easy access to KPI's

Pros

The ease of linking Data Sources to an Email. The best chat help I have ever had!

Cons

Nothing so far, just wish I had more time to watch the helpful training videos. The support site is pretty helpful too.

Review Source: Capterra