| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Klipfolio is a dashboard and reporting platform that connects to hundreds of data services to create real-time business dashboards. It offers both self-service analytics and white-label reporting capabilities. |
| Pricing |
Subscription ($24-$49/user/month) |
Paid ($90-800/mo) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Real-time dashboards
- data connectors
- custom metrics
- white-label reports
- TV dashboards
- PowerMetrics
- data modeling
- API access
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Good connector library
- Affordable entry point
- TV dashboard mode
- White-label options
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited advanced analytics
- Can be slow to load
- Smaller visualization library
- Complex formula language
|
