Agency Owner - Cyfe for Client Reporting
Javier Velazquez | TrustRadius Reviewer
March 09, 2020

Agency Owner - Cyfe for Client Reporting

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Cyfe

We used Cyfe for client reporting, and as an agency, it's auto-emails that is sent out weekly saved us a lot of time. We also enjoyed the PDF generator feature for quick printing if needed. It also supported the integrations we required, such as Facebook and Google. We hardly ever had issues, and the Cyfe support team was always great.
  • Auto-Reporting
  • Data Syncing Speed
  • Ease of use for training staff
  • We wish it had a newer UI update
  • Cyfe white labeling is excellent, but we wish the email customization were better.
  • We wish it could integrate with other financial apps other than Stripe.
These other reporting tools are much better for an agency that is under the scrutiny of cleaner reports with more in-depth analytics and specific KPI's. However, you can use both and provide a Cyfe board as a live additional to the weekly static reporting that many agencies have to go through.
We only pulled data from Facebook, Instagram, Google Ads, and our ad accounts. Now and then, we would integrate Stripe with an API key. We never had any problems pulling in data or syncing it. Of course, there's always a short buffer time, but Cyfe never had issues with downtime or syncing problems (platform status) when we used it. I'm sure with more linked heavy dashboards; the buffer may get unbearable for some.
We used a single sign-in on our custom app.domain login address, and we were able to add more users to our team without over complicating it. I wish more web apps and companies would make it as easy as Cyfe did. It was very easy to add and remove users and clients, and that's one thing we enjoyed about using Cyfe.
Cyfe is well suited for an Agency but perhaps not too well suited for companies that have a lot of manual data inputs because it would be easier doing that in something like Google Sheets instead. Also, last I checked, they only supported stripe, so if your SaaS or eCom store doesn't use Stripe, that's a limitation.

Cyfe Feature Ratings

Pixel Perfect reports
3
Customizable dashboards
7
Report Formatting Templates
8
Drill-down analysis
7
Formatting capabilities
4
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
7
Publish to Web
8
Publish to PDF
4
Report Versioning
3
Report Delivery Scheduling
9
Delivery to Remote Servers
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
7
Predictive Analytics
Not Rated
Multi-User Support (named login)
10
Role-Based Security Model
2
Multiple Access Permission Levels (Create, Read, Delete)
6
Single Sign-On (SSO)
9
Responsive Design for Web Access
8
Dashboard / Report / Visualization Interactivity on Mobile
5
REST API
7
Themeable User Interface (UI)
1
Customizable Platform (Open Source)
2