- Drag and drop customization
- Data and SaaS integrations
- Ease of use
- Add-ons at additional charge
- Klipfolio needs sustainable data
- Data manipulation is limited
Klipfolio has become a popular business intelligence tool in a meteoric rise to prominence. Given their drag and drop nature and satisfaction among users, the BI tool is a platform that can deliver a solid return on investment. The perfection Klipfolio exudes is undercut with limited data manipulation capabilities, the need for sustainable data delivery, and challenges it faces with excessive data.
Klipfolio is a “dashboard”
Most business intelligence platforms allow you to integrate key data sources into pre-programmed data visualizations. Klipfolio has deviated from this standard practice with a focus on external integration. Once you get started on a Klipfolio account, you’re given a step-by-step tutorial. Through this tutorial, users are introduced to the drag-and-drop customization of a Klipfolio dashboard and how “klips” (snippets and visualizations of external data and applications) can be installed.
Users can select klips that display CRM data from Salesforce, work pipelines from Trello, a real-time view of social media interactions, and the results of an email campaign on Campaign Monitor or Mailchimp. Klipfolio also has integrations with hundreds of other platforms and services, allowing users to create their own processes as needed.
Using original data
Being a business intelligence tool, Klipfolio also supports original data sources from popular data warehouses like Microsoft SQL Server, Amazon Aurora, or Oracle OCI. These tools are funneled into Klipfolio’s proprietary “klips” and have manipulation capabilities with unique visualizations for tracking and viewer digestion.
Klipfolio, however, must be fed sustainable data to produce actionable BI and insights. Without it, data becomes stagnant and fails to create accurate estimates and projections. Manipulation of that data, though present, is restrictive. For beginners, data manipulation would likely require help from tech-savvy team members or Klipfolio’s tech support. Additionally, running specific analyses renders inconsistent results.
Other things to consider: Mobile, developers
Klipfolio has mobile apps for both Android and iOS devices. The applications condense the klips you have on a particular dashboard into a feed-style viewing perspective. All data syncs and dashboards can be edited on the go, insights are regularly available, and both mobile apps are reliable. On the more technical side of things, developers are given a treasure trove of API schema, Klipfolio script, and additional resources to customize experiences for teams, companies, and clients. Generous development support is also available.
Pricing and expensive add-ons
Klipfolio platform pricing is straightforward. Starting at $29 per month for small teams, the Klipfolio “Starter” plan has basic features, capabilities, and four user licenses. Plans then increase in value for dollar while the scale of available user licenses increases. At $49 per month, “Publish” plan subscribers get eight user licenses. “Grow,” and “Team” plans get unlimited users and premium services (e.g., client and SSO management) for $99 and $199 per month respectively. Enterprise options are available by consultation.
Klipfolio add-ons cost extra; a custom theme for a Klipfolio dashboard costs an additional $79 per month. SSL domain aliases cost $79 per month, while a white label approach is $479 per month. Custom data store solutions cost $299 per month while Klipfolio’s proprietary Ninja Services offering (curated dashboards, priority ticket handling, and live chat support) costs $199 per month.
What we think
We’ll be honest: don’t waste your money on the platform’s add-ons. Users can address most of the functionality and customer service concerns through workarounds and the company’s knowledge base. Plus, if you’re a part of a small marketing team, there is no need for the premium “Grow” and “Team” plans.
Business intelligence and integrated data will register directly in a basic Klipfolio dashboard and provide the insights you need to track performance on several platforms. The external integrations and “klip” mechanism is a testament to the migratory capability of modern productivity tools. Aside from our qualms on the data manipulation, Klipfolio gets the job done.
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