| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
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 (Custom pricing) |
Paid ($90-800/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Real-time dashboards
- data connectors
- custom metrics
- white-label reports
- TV dashboards
- PowerMetrics
- data modeling
- API access
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Good connector library
- Affordable entry point
- TV dashboard mode
- White-label options
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited advanced analytics
- Can be slow to load
- Smaller visualization library
- Complex formula language
|
