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.



144 Reviews of Klipfolio

Overall rating

4.76 / 5 stars

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Showing 1 - 20 of 144 reviews

June 2018

Lisa from RootedELM

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

July 2017

Martin from Staffino

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

July 2017

Viz tool for start-ups or marketing agencies with many integrations

Easy to use, automatization of reports and nice visualization! Thanks them we are using our data daily.

Pros

Klipfolio is dynamic and you can start building your visualization in almost no-time. I was looking for a solution for our business overview dashboards, which is affordable and give us a possibility to start building our dashboards as soon as possible. We needed cloud/online solution without installation, which has Postgre database integration - that's we have got with Klipfolio. One more feature to mention - it's pretty good, that you have plenty of pre-built visualization and dashboards (you would appreciate that, especially if you are online marketing agency, or building dashboards for your online business using Google Analytics, Facebook, Facebook Ads or other data sources)

As I mentioned at first paragraph - we are building our business overview dashboards. Basically, dashboards for CEO and whole team how are business is doing in terms of KPI which we choose and measure over the time. Benefits - quick way from start to first viz, affordable and many pre-built viz and dashboards are main benefits which we really appreciate!

Cons

My main problem was with Klipfolio date filters. I have been struggling with them for a while, but then guys at Klipfolio help me out during our onboarding call. But they are doing best to get it better with every release!

May 2018

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Powerful visualizations with a great support team

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.

November 2018

James from Client Technology Solutions LLC

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Functionality

5 of 5

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.

June 2017

Lisa from Versature

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

Great product to visualize your data from multiple sources and share across departments.

I was able to pull together all of our data across multiple sources to create powerful visualizations that all departments could understand. Showing dashboards on large screens throughout the office has really helped change and enforce the right behaviours.

Pros

I love the ability to connect to multiple data sources (and just about anything else), and the many out of the box klips that can easily be edited for our own needs. The extensive resources are also very helpful when getting set up or working with a more complex data source.

Cons

Some of the easier tasks end up taking a little longer than I would like, and there are a few features that I would love for them to add (copying dashboards, etc) but it's hard to complain as they are great with customer feature requests and are constantly improving their product and incorporating them.

March 2018

Anthony from Pena Business Reporting

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Only positive experiences to report using the Klipfolio platform

This software has been helpful for me personally in growing my business and has enabled me to help others manage and monitor the health of their own businesses as well.

Pros

For me, the level of customization, scaleability of the platform, and top notch support make Klipfolio stand out among the other BI data visualization softwares out there.

Cons

There are some very basic design elements that can take a little longer to implement in Klipfolio that are standard in most softwares. For example, at the time of this posting, if you want to add alternate row coloring to a table there are several steps involved to accomplish this and it's not at the click of a couple buttons as you might do in Excel, for example. Not a big deal since the feature is supported but it's more a matter of convenience for a basic design task.

May 2018

Fernando from iClinic - Software para gestão de clínicas e consultórios

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

5 of 5

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.

September 2017

Philippe from Isologic

Company Size: 51-200 employees

Review Source


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

October 2018

Emily from Junction 32

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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).

April 2018

Noah from eSight

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2018

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

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.

June 2017

Oscar from Lievant Studio

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

Easy learning, well documented tool with nice support wich update content evrytime.

We are on developing to authomatizate all reports and critical kpi wich were generated partialy manual saving more than 200 hours per month converted them to more analysis on statistics to take big decisions instead of generate those reports. Very esasy connections to API request to take data in real time.

Pros

The hight reach and potential you can have to do almost anything in a really easy way.
We are going to authomatizate critical reports with essensial KPI for each brand we have and the reply way will be quick and easy.
As partners we have a nice solutions to adapt to our digital marketing agency in order to manage customers with.
Love those videos & tutorials to see how to do something and whats next. They really hear your necesities, just need to ask for any functionality or connection and they add on the wheel to do next.

Cons

The first two packages are kind limited for the price and early tests on building something big, but the 3rd gets you everything you really need and its what an agency need

June 2017

Tyler from Versature

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

Could Not Live Without My Klipfolio Dashboards

Insight into operations that we were otherwise ignorant to. Ability to manage workload, goals, communication much easier than pre-Klipfolio days.

Pros

The design aspect of building Klips is seamless and doesn't have a strong learning curve. Once you have the basics nailed down, you can begin to create Klips that never need to be touched again.

The best part about Klipfolio is that they listen to feedback and are constantly making changes to make the user experience easier. Anything that I found frustrating as a new user has already been addressed to be achieved in a simpler way. The investment in their product and people is evident.

Cons

The difficulty in sizing Klips to fit particular areas on a dashboard so that it fills your display screen the way you want it to could be improved, and I'm sure will be at some point. This is a VERY minor annoyance and considering the complexity of the product, is a testament to the quality of Klipfolio as a whole.

July 2016

Samantha from Blueprint Digital

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

2 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2016

My new motto is "It'll integrate with Klipfolio"

While there's definitely a learning curve to this tool, the potential is amazing. Being able to pull data from all the different tools we have is invaluable. As a digital marketing agency, there's already so many pieces to manage, from client reporting to managing tasks to proving profitability to management. Klipfolio enables us to create central dashboards to not only provide superior reporting to our customers, but also get a clear picture of our internal performance.

Pros

- Integrates with every (seriously, EVERY) service we use - whether it's for internal use or for clients (some of the more surprising ones would be Unbounce, SheerSEO, InfusionSoft - don't see too many platforms integrating with these).
- Customer support is amazing. When having issues building a "Klip", they really help to figure out the best way to represent the data.
- Haven't run into any times I can't make a visualization of the data I want. Just a matter of figuring out how.

Cons

- Steep learning curve. From using tools like DashThis and Cyfe, it's certainly more advanced and requires more planning.

July 2018

Ben from BoothCentral.com

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

September 2018

Oscar from Lievant

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Unlimited Reach to get all data authomaticaly in an easy way

Thanks to Klipfolio, we can have around 35 customers with their own authomatical dashboard to know in real time hows hes data of all the effort done during the campaings we made. This is saving a lot of time to us instead of generating manual reports.

Pros

The easiest way to connect with multiple apps by theirs API to get all data in standard formats like json and spreadsheet tables. All are well documented and the support is always there to help or improve your formulas. This tool let us raise quicker than we expected helping a lot with the partners program and certification for mutual synergy.

Cons

Seems that their publicy reach me too late because i were looking for a tool like this since around 6 years ago and founded 2 years ago.

March 2018

Oscar from Lievant

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

with Klipfolio software i saved more than 300 hours and increase customers by x3. All are good.

I'm saving costs and increasing customers having great results in real time, good desing, escalable for new needs. High quality software at low cost. Is easy to learn because of the documentation, webinars and support but you have to take your time to dominate it. The reach potential is awesome

Pros

The reach and freedom that Klipfolio gives to implement what ever you need & want.
They also have a partner program and certifications. The support services is very good and documentation are well explain. Easy Multi-API Conexion.

Cons

That i found it to late, their ads reach me 4 years after i need it and have to reestructurate my team. I could raise faster if i know about it althought i were looking for a tool like Klipfolio.

July 2017

Matthew from TZA

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

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.

July 2018

Laura from Just Spices GmbH

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Easy to build visualisations for even non-it-specialists

Pros

Klipfolio is very easy to use. Within some minutes you can create data sources (static and dynamic) and build some nice visualizations which you can share with your colleagues! Whenever you need help, the customer support is always at your side to help and fix your issues. Greatest new benefit is Metrics and Trends, which makes visualization over certain time periods or comparisons way easier. I love how easy it is to join JSON Data sources and have nearly real time

Cons

Nothing really to complain about. An idea but no complain: would be nice to have more pricing options to choose from as we do not need so many users but more dashboards :D currently working with the 8 dashboards/8 users model but only have 3 users, would like to create 15 dashboards :D

November 2017

Danny from ParqEx

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2017

Game changing tracking tool for our sales team

Pros

With Klipfolio we were able to consolidate all relevant sales data to a single page. We were able to setup individual "Klips" to track various KPI's. On an even more granular level, having the ability to assign user viewing permissions based on role has been the icing on the cake

Cons

Honestly this is a fantastic tool, especially for the money. For the sake of giving a proper review, the one Con I would have is that it isn't the easiest tool to setup without having a strong technical background. But the cost savings compared to building your own custom dashboard, versus using Klipfolio, make this a no brainer!

March 2018

IFEOMA from Skye Bank Plc

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.