Klipfolio vs. Phocas Business Intelligence

Using Klipfolio is one of the finest ways we can expand our business because it is so simple to use and always has new features that make it better. We also appreciate the excellent customer service they offer. There are several benefits to making this investment in your company's efficiency and profitability. We think it's worth the money.

Incentivized

If you would like your data in one place with easy access, this is the software for you. You can have data from multiple systems and bring it into one view so that you have a quick and easily visible dashboard for the data you wish to see.

Incentivized

• All my reporting requirements have been met.
• Salesforce, HubSpot, Mailchimp, Google Drive, and other business applications are quite easy to integrate with.
• The information you need is at your fingertips in a matter of seconds.
• Whenever I have a question, the customer service is always there to answer it.

Incentivized

• Custom reports are simple to create.
• The ability to manage users and their dashboards is solid.
• Easy to navigate web interface makes the software accessible from anywhere.

Incentivized

• While Klipfolio covers so many of the bases, one area where I would like to see expansion would be offering additional design and graphics themes for even more customization.
• Klipfolio has an extensive offering but might be even better if there were a way that we could integrate with some small to mid-sized CRM solutions for audience list segmentation and marketing integrations.
• It would be interesting if Klipfolio could enable us to overlay the data learnings for cross-referencing of multiple client campaigns for comparative insights.

Incentivized

• Phocas needs to make it easier to connect to different types of databases.
• The data in Phocas needs to be updated faster in some cases.
• It needs to provide functions to create better charts and graphs.

Incentivized

My initial impressions of the software have been extremely positive. There are YouTube tutorials that explain how to make klips. The intuitive design of the UI It appears that everything in this software has been thoroughly tested to create all the visualizations that can be imagined as well as the user input controls that allow users to have exactly the data they want to be displayed in seconds, considering the various functions and formulas available in the Excel integrations and the extensive list of other services that can be integrated.

Incentivized

It is a very user-friendly product and is easy to understand. You can get your data from just a quick click and the dashboard loads. You can take the data and drill down easy to find what you are looking for.

Incentivized

It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.

Incentivized

Support is responsive. You log a call and they will respond quickly and resolve your issues. We have only had great experiences with the support team.

Incentivized

None at all; just be sure of what information you will need for working.

These and many other BI tools are the most direct competitors. I only have experience with Klipfolio and Tableau. Tableau is definitely more capable, but much more difficult to learn and use. Klipfolio is simple and really packs a punch for its simplicity. I have yet to run into a major problem with it lacking a needed functionality.

Incentivized

Phocas is easy to use for end users and can be used on desktops, laptops, and phones.

Incentivized

• It made reporting a breeze as we didn't have to spend time creating the reports
• The reporting forum really helped give our team more metrics to add to reporting
• Always ready to view Dashboard meant stakeholders could view reports at any given time

• It has given our business a view on data
• We can access it from anywhere
• You can have multiple dashboards for different information

Incentivized