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How to Connect Agile CRM with Klipfolio (2026)

Agile CRM

Agile CRM

★★★ 3.8
Crm Small Business Crm

An all-in-one CRM offering sales, marketing, and service automation for small and medium businesses.

Full Review
Klipfolio

Klipfolio

★★★★ 4.1
Analytics Data Data Visualization

Klipfolio is a dashboard and reporting platform that connects to hundreds of data services to create real-time business dashboards. It…

Full Review

About These Tools

Agile CRM: An all-in-one CRM offering sales, marketing, and service automation for small and medium businesses.

Klipfolio: 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.

Key Features

Agile CRM

  • Contact management
  • Deal tracking
  • Telephony
  • Email campaigns
  • Landing pages
  • Helpdesk

Klipfolio

  • Real-time dashboards
  • data connectors
  • custom metrics
  • white-label reports
  • TV dashboards
  • PowerMetrics

Pricing

Agile CRM

Freemium Free-$47.99/user/month

Klipfolio

Paid $90-800/mo

Detailed integration guide coming soon. We're researching the specific ways Agile CRM and Klipfolio work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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