Klipfolio Case Study

Klipfolio

Dashboards & automated reports for data driven teams

4.75/5 (151 reviews)

Klipfolio use case: Samantha Torres

Samantha Torres

Verified Reviewer  
27th of 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.

What do you like best?

- 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.

What do you dislike?

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

Why did you end up selecting Klipfolio over other applications?

Klipfolio offers more customization and power than Cyfe. Plus it's more aesthetically pleasing.

What is your main use case with Klipfolio?

Client reporting for digital marketing campaigns.

Give one example how Klipfolio has improved the way your organization functions

Automated reporting instead of hand built.

What is your ROI?

Getting back roughly 30 hours per month that was dedicated to building reports.

Likelihood to recommend

10/10

Recommendations to others considering Klipfolio

It's important to have a resource dedicated to Klipfolio who can learn the system, or just spend for the Professional Services to have their team build it for you. Their KlipStarts are great, but of course, can be very limiting depending on your own needs. And absolutely have your reporting requirements and some mockups ready to go for when you start building your own Klips.

Time used

Less than 6 months

Frequency of use

Daily

Rating breakdown

Value for money
Ease of use
Features
Customer support