All Klipfolio Reviews

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User Profile

Jabel

Verified reviewer

Apparel & Fashion, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2019

I would choose it again

We have been using klipfolio for the last year and it has helped a lot our marketing team to know the situation in each moment, compare it agains other dates, etc. Support team has always been there when we got stucked in some klip configuration or behaviour.

PROS

It has a lot of features and already built-in integrations. In general terms it's easy to use and support team will always give a hand when needed (We have pretty complex dashboards and klips with +10 datasources in different formats). In terms of features they have all that we were looking after, it is a really complete solution and it works really well. There is plenty of documentation and support available to build your desired dashboard.

CONS

If you work with large dashboards or complex klips it may be a little slow some times, but at this point I consider this more than normal. They have available services for dedicated resources if needed(Not our case). Dynamic datasources are in Beta stage. Although they usually work well enough (And again, you will have support helping in case they don't) it would be nice to have the feature finished and with all the needed interface to manage the different instances or setup the desired behaviour. Design has it's limitation too, but in general terms there is no need for much more, maybe some more user interface control elements for the klips.

Svend Bertil

Internet, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

2

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed January 2023

Klipfolio Review: An Impressive Data Visualization Tool

Overall, I found Klipfolio to be an impressive data visualization tool. Its user-friendly interface and powerful features make it easy to create engaging visuals from complex data. It is also very affordable, making it an excellent choice for businesses of all sizes.

PROS

Klipfolio is an intuitive and user-friendly data visualization tool that makes it easy to create stunning visuals from your data. With drag-and-drop customization, I was able to quickly create beautiful charts and dashboards that my team can use to easily monitor our business performance.

CONS

While Klipfolio is a great tool, it does have a few drawbacks. For example, the user interface can be a bit confusing at times, and it is sometimes difficult to find the exact data you need.

Reasons for switching to Klipfolio

Klipfolio stands out from its competitors with its user-friendly interface and robust customization options. Its drag-and-drop feature makes it easy to quickly create beautiful visuals, and its integration with popular data sources such as Salesforce and Google Sheets makes it easy to access the data you need. All of these features make Klipfolio a great choice for businesses looking for a powerful and affordable data visualization tool.

Anonymous

11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

3

Reviewed October 2019

Klipfolio

It works for what we need but hard to maintain adding data regularly and the interface could be easier to customize

PROS

We can see "almost" real time data of our team, helps us stay accountable for recruiting metrics and let's us run contests, has a lot of customizable features

CONS

Very difficult to navigate on the backend, basically have to become a coder, formatting and other things don't seem to be functioning well in terms of user interface, could be cleaner and more modern looking

Albert

Information Technology and Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2022

Fully customizable KPIs when the out-of-the-box charts don't cut it.

Great experience overall. It definitely solved our needs to track the KPIs and financials across the company and department levels. We keep improving the dashboards and utilize new data as new needs arise.

PROS

Great way to keep track of KPIs and financials at company and department levels. Fully customizable data visualizations and the ability to get data from tons of sources. overall, very happy with the solution. We are able to share key dashboards with each department lead and keep improving them over time as needs change.

CONS

It can be tricky for a non-technical user to parse the data and get the graphs and charts one is looking for. There is definitely a learning curve on how Klipfolio works, but the customer service is pretty responsive and are usually able to help and suggest ways forward. The difference between Klips and Powermetrics is not immediately apparent, it's a lot of trial and error to figure out how to maximize each.

Reason for choosing Klipfolio

Flexibility to build custom charts and use very diverse data sources - alternatives were significantly more limited on sources and/or how to display some of the data.

Reasons for switching to Klipfolio

It's hard to track KPIs and get insights across on Excel

Alejandro

Research, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2022

An agile tool to present high-impact results

I have been able to present information with high-impact results

PROS

The objects with which I can graph my KPi

CONS

I do not have an assistant to be able to make comparisons between data ranges, additionally an easy way to filter or focus on certain data

Reason for choosing Klipfolio

presentation of the reports that I needed to develop

Reasons for switching to Klipfolio

because the google datastudio tool that I used before did not allow me to show indicators with odometer type objects

User Profile

Lisa

Verified reviewer

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2018

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

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.

Cynthia

Financial Services, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed January 2024

Crafting Impactful Dashboards with Ease

We now have a far better grasp of performance metrics thanks to Klipfolio's ability to turn raw data into insightful visualisations, which in turn helps us make more strategic decisions.

PROS

We can present data in a way that best engages our team and stakeholders thanks to Klips' flexibility in design and configuration. Because of the real-time data updates, our dashboards always show the most recent data.

CONS

More time and training may be needed to master more complex features, which can be difficult.

User Profile

Fernando

Verified reviewer

Computer Software, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed May 2018

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

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.

User Profile

Emily

Verified reviewer

Management Consulting, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2018

Data visualization at its best

My team's clients enjoy seeing stats from multiple platforms all in one place rather than having to seek out information from each individual source. With all of the customizations available, our clients have tailor-made dashboards that are unique to their business and goals. We will likely be upgrading our account soon to have access to more dashboards. Thankful for the product and support that Klipfolio provides!

PROS

I love the clear, customizable visualizations that can be created from a variety of data sources. I enjoy being able to create custom data sources and klips in addition to the pre-built options to build dashboards that provide our clients with exactly the information they need.

CONS

There is a bit of a learning curve. The syntax for formulas and names of functions varies a little from Excel or Google Sheets, so it takes a while to get used to the differences. However, the customer service team has been wonderful at answering questions via chat and helping me achieve my desired results (and learn how to do things faster & better the next time).

User Profile

IFEOMA

Verified reviewer

Banking

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

Long learning curve.

PROS

I like how Klipfolio integrates well with complex data sources. The user interface is awesome and makes it easy to navigate around the Klipfolio dashboard very easily. I like the help support team behind Klipfolio ,as they are always helpful and are available at every time of the day. It offers us CSV based themes ,which enable us better visualize and modify data around the dashboard.

CONS

Klipfolio has a long learning curve .Requires a new user to really stay committed to it every minute of the day ,maybe for the first three month.However the effort is worth it.

Korhan

Retail, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

If You Need KPI Monitoring on an LCD TV, This Is It

I was able to display company performance on an LCD TV which was very exiciting for many colleagues to be able to see real-time (actually near real-time) values on a screen.

PROS

I used Klipfolio with many data sources, PostgreSQL, Salesforce, MySQL etc. Visualization is great, you can get the data from many resources and display it perfectly on a screen.

CONS

You need to spend some time with support pages and you need to fail and learn on this software but it won't take more than one or two days. Rest is easy.

Reasons for switching to Klipfolio

No

James

Computer Software, 2-10 employees

Used daily for less than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

FUNCTIONALITY

5

Reviewed November 2018

LOVE the Social Media integration!

Since much of our marketing and such is done on social media, it’s important to have integration with the most common platforms. Klipfolio does this, and also has a mobile app. To us, this is a major plus and one of the main reasons we picked the program.

PROS

The fact that Klipfolio integrates with Facebook and Twitter was really the selling point for us. You can judge just by your figures, but with how prevalent social media is in running a business, you really need to have a program that pulls data from those areas as well. The mobile app is also very handy, especially if you want to check figures while on vacation!

CONS

It took a bit to figure it out. The learning curve was pretty steep, but we managed to figure it out via trial and error. Now that we have, it’s great! It might have helped to have a good tutorial to teach you how to properly use the program. While using lots of data, sometimes it can get a bit slow, but that’s expected if you’re working with a lot of data.

Philippe

Civic & Social Organization, 51-200 employees

Used daily for less than 12 months

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2017

Klipfolio is a sleek dashboard tool

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.

Ben

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2018

Easy to Build Business Dashboard Tool for Startups and Small Businesses

As a startup, you need a quick and visual way to see how fast you are growing and how well you are doing (e.g. user growth, revenue, social media engagement, web traffic etc). Klipfolio allowed us to quickly build the necessary analytics, see and report it all in one place while keeping the service affordable.

PROS

Of all the dashboard service platforms we looked at, Klipfolio was the easiest to get started and the most reasonably priced. If you are a small business or a startup that needs insights into your company growth (KPI), social media presence, and operational performance, you can quickly get there with this tool. There are a lot of sample and pre-built dashboards (like Facebook Engagement) you can simply reuse to start. There are also free online webinars and training video to quickly get you up to speed, and most impressive of all is their customer support. I was struggling to build a custom user growth dashboard from our own company data. The live chat support asks if I needed help and within 15 minutes, she built one of the growth charts to my specifications. Using her example, I was able to build the rest of the dashboard myself. I also like that the pricing is upfront and transparent, and the starter plan is reasonable for a small startup or business.

CONS

Honestly, there is not much to dislike. If I have to nitpick something is to have more useful example and pre-built dashboards. For example, instead of just reproducing what Facebook Insights or Google Analytics already provides you, have dashboards that show what business questions can be answered or interesting insights can be gleaned from their data.

Matthew

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed July 2017

The best dashboard service for the money.

Custom reporting for clients that are highly customized and save me time every month.

PROS

The amount of features and how customizable everything is. Most services lock you into their pre-made elements, and, although Klipfolio offers those, my love for it comes from how much control I have over the design aspects.

CONS

Not a whole lot bad to say. At times it can be slow and take awhile for things to load, but that is more on the fact that my dashboards typically have a lot of visualizations so naturally they will take while to load.

Erik

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2017

It's an amazing dashboard platform that allows us to deliver many dashboard in a very short period o

PROS

The biggest pro is it's flexibility. From building custom dashboards, to adding data to their api that allows us to copy/paste and deliver many klips, datasources and entire dashboards to multiple clients at once.

CONS

There is a learning curve. Getting started is really easy, but if you need more complex stuff, it takes some learning-by-doing to get the hang of it. It's like Microsoft Excel, if you need more, you need to practice.

Anonymous

201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

An Easy to Use Tool with Unlimited Possibilities

Klipfolio allows us to aggregate as much data as possible in easy-to-digest dashboards for all levels of employees. This is a great way to compare and contrast metrics from different systems and formula.

PROS

Drag and drop feature set. I really enjoy that I'm able to add data and then quickly drag and drop klips to see what I want and where.

CONS

I really wish there was another option for automated reports. The PDF in the email is nice, but a different way to display that in HTML would be very cool and easier to digest.

Jordan

Staffing and Recruiting, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2019

Klipfolio for Meeting Goals

PROS

Klipfolio has been instrumental in keeping my department on track and ensuring that our clients benefit from the services we provide. Klipfolio allows our company to create individualized dashboards for our needs. In our client success department we keep track of data pertinent to the customer experience and make sure each individual advisor is on top of their goals and exceeding expectations. Having a customizable dashboard that can link and display the data we want, is incredible for structuring our plans to deliver services and exceed all expectations.

CONS

Does take a little bit of time to understand how to set up a dashboard

Marketing Operatives

Used free trial

Review Source: GetApp

OVERALL RATING:

5

Reviewed May 2015

Amazing Platform that is highly flexible

Klipfolio has really expanded its reach over the last year by catering their platform to handle just about any amount of data from any source. The low-bar to usage and simplistic approach makes this system a no-brainer for any organization that needs to have better visibility into their operational data. The challenge facing companies these days isn't the need to see the granular aspects of their data... far too cumbersome to manage and let along deploy. Klipfolio is a no-brainer for any the most complicated needs.

PROS

-Incredibly Fast -Highly Scalable -Cheaper than cheap -Fast Customer Service -Quick Deployment Of New And Attractive Features -Nice Staff :) -Revamped Customer Community Outreaching -Very Attractive Charts and Graphs that are RESPONSIVE!!!! -Partner Client Portals and Administration -No Sales Dude Calling You During Lunch

CONS

-Still Need More Development Around Dynamic Sources (this is a feature of Klipfolio) - This feature ensures that the load and amount of data being pulled into the system doesn't break the system if you have TB of data to access (which is our case) -It Is An Operational Dashboard - Don't try to look at this system as an analytical dashboard. Drill downs are miniminalistic. -Partner/Client Features - Klipfolio is still developing their client portals to behave and act the way partners expect them to.

Anu

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2018

Klipfolio is incredibly versatile tool and still simple to use . Me and my clients love it !

PROS

Integration with most of the popular business tools, easy to work with , very responsive and professional technical team to help you learn the tool faster.

CONS

Klip editor is upgraded few months ago which makes coding a bit complicated . Earlier interface was more intuitive and easy to work with.

Nabiil

Financial Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Klipfolio - Amazing Dashboarding tool

PROS

Able to pull data from various different sources and be used to create dashboards. Great user support and documentation. New features are being added very often.

CONS

The platform can run a little slow sometimes.

Anonymous

11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

Klipfolio Review

Klipfolio is a great way to easily read data that is coming through your software to easily read through a screen.

PROS

This is a great product to stay organized! My company is a computer software company so we have integrated with Klipfolio to pull data throughout the day so at a quick glance on the screen, we can see where our numbers are at. We have the ability to customize the dashboard in order to reflect each department of the company.

CONS

With each dashboard there is a lot of space to fill, it is not necessarily a downfall. It is just finding what works for the space and what does not.

Ziga

Entertainment, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed August 2022

CRM and BI manager

PROS

Visualisation of the data and how easy it is to setup

CONS

The error handling is poor! When you set up data it's difficult to find where you made a mistake

Reason for choosing Klipfolio

I was used to it from my previous job

Anonymous

11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed April 2018

The best dashboard software

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

Tim

Marketing and Advertising, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2017

Quick, easy, live and interactive. What's not to like?

We save a ton of time by using Klipfolio. All our reports are now automated.

PROS

You get all your metrics in one place. If what you're trying to connect has an API, you can connect it. All visualizations are interactive. The support is quick and knowledgeable.

CONS

Creative visualisations aren't included in the box, though you can connect to libraries and implement them yourself.

Showing 1 - 25 of 185 Reviews