114 Klipfolio Testimonials

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  • “Since the implementation of Klipfolio, we are much ‘smarter’ about our business. Every team member has the Klipfolio app downloaded on their phone and we have multiple screens that are linked to Klipfolio in our various offices. It’s truly been an incredible piece of software within our organization.”

  • “Klipfolio helps me to automate repetitive tasks. It makes me feel like an analyst instead of a report monkey.”

  • “The increasing value drawn from the data definitely played a vital role in company growth. Moving towards using data as a tool in decision-making is a vital change for any company and it is therefore also important to draw a both realistic and detailed concept around how the data should be used.”

  • “Since implementing Klipfolio, were saving roughly two hours a week per client on reporting. Dashboards have helped us stay on top of our internal data and client performance, resulting in a much higher client retention rate.”

  • “Klipfolio has a great support team. They are kind, cordial, technical, and always very helpful. Getting started was a breeze with their guidance. If you are new to Klipfolio, I highly recommend exploring this free resource!”

  • “My favorite Klifplio dashboard is the one that showcases our V2MOM metrics because it constantly shows me how close we are to achieving our business goals.”

  • “We’ve grown by over 300% since using Klipfolio, and the decisions that led to this growth have come from data displayed on Klipfolio.”

  • “Having all this data centralized and displayed on a single Klipfolio Dashboard saves us lots of time. Now, there is no need to connect to clients to verify backup status and no need to rely on reading email alerts as they come in. It is all there, updated in real time on the dashboard.”

  • “My personal favourite support resource has been the Klipfolio email courses. They helped us build our first dashboard in less than a week!”

  • “Right now, my favorite Klipfolio visualization is our ‘Financial Statements Dashboard’, where there are four different Klips that break down the financial statement. It’s interactive for the end user and they can take in a variety of data sources and packages to drill down and analyze vs a static report.”

  • “By posting daily and engaging with other companies on their social platforms, we gradually saw our numbers improve. To keep up with our progress, we had to decide which metrics (i.e. followers gained, number of shares) were most important to track. It was time consuming to jump from one platform to the next to gather the information we wanted, but Klipfolio quickly solved that problem."

  • “We are using Klipfolio to track our engagement with our targeted audience along with the general public. Everything is automated. While the pre-built klips are useful, we find value in being able to customize klips that follow particular metrics. For example, with the help of Klipfolio’s ninja services, we built a klip that tracked our email marketing campaigns’ numbers, including how many emails were sent and opened, and are able to sort this klip by list title like Broker List or Landlord List.”

  • “We loved the Klipfolio integration with Google Sheets. Also, the ability to work with formulas in Klipfolio was huge for us.”

  • “Being able to customize our Klipfolio dashboards according to our requirements was a major plus!”

  • “Klipfolio has really helped the team align our plans for scaling the business. At-a-glance we can all see exactly where the company is in the moment which helps us all stay on track as a team.”