Klipfolio is a great company to work with
February 21, 2018

Klipfolio is a great company to work with

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Klipfolio

We use Klipfolio to track calls in to our many clients. It has an easy to read platform so that our clients get a quick insight to the benefits of what we sell.


  • Customer Service - They are available via chat all day to help with any aspect of the site, including formulas.
  • Knowledge - They have been able to help me with every detail of what I am trying to accomplish. I am having to pull in data from multiple sources which makes the formulas very complicated. They have been able to help me at every step to come up with solutions.
  • Great design - The design of the Klips and the dashboards are easy to put together and extremely versatile. You can design your dashboard to look anyway you and your clients want.


  • I build a lot of reports in Excel that I keep on my PC. It would be nice if there was a way to automatically upload the data, by means of macros.
Klipfolio is much more user friendly and the staff is much quicker at response and will take whatever time is needed to figure out the solutions.
Any company that uses data to drive decisions would benefit from being able to put together the data on Klipfolio

Klipfolio Feature Ratings

Customizable dashboards
Report sharing and collaboration
Publish to Web
Report Delivery Scheduling
Pre-built visualization formats (heatmaps, scatter plots etc.)
Location Analytics / Geographic Visualization
Multi-User Support (named login)
Role-Based Security Model
Multiple Access Permission Levels (Create, Read, Delete)
Responsive Design for Web Access


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