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Supply Chain & LogisticsTools · Klipfolio
Klipfolio
Build live, customizable dashboards from hundreds of data sources.
Overview
What is Klipfolio?
Klipfolio is a business intelligence and dashboard platform that connects to over 130 services. It automates data collection into visual reports, reducing manual spreadsheet work. Teams get real-time metrics without building complex data infrastructure.
Klipfolio lets you build customizable dashboards by connecting directly to spreadsheets, CRMs, ad platforms, and other business tools. It automates data retrieval and refreshes on a schedule you control, from every four hours down to real-time. The platform focuses on visualization and reporting rather than heavy data transformation or warehousing. Marketing, sales, and executive teams use it to centralize live metrics in one view. It supports custom theming and white-label options for client-facing reports. The tool is designed for fast setup without requiring deep technical expertise.
Fit
Ideal customer profile.
Startups, small businesses, and agencies that need clear, automated dashboards without heavy IT overhead.
- Seed
- SMB
- Mid-market
Capabilities
Key features.
01
Connects to 130 plus services and APIs
02
Highly customizable dashboard builder
03
Automated spreadsheet data ingestion
04
Scheduled data refresh from four hours to real-time
05
Custom theming and white-label reporting
06
Unlimited users on all plans
07
Professional services and extensive help resources
08
No complex data warehouse required
Usage
How to use Klipfolio.
Teams connect their existing data sources, then use the visual editor to arrange metrics into dashboards tailored to each audience. Dashboards can be shared internally or with external stakeholders through links or scheduled reports. Refresh rates and data modeling capacity scale with the chosen plan.
Cost
Pricing.
$120/ Per seat
Starts at $120 per team per month billed annually. A 14-day free trial is available.
Base
$120.00
Grow
$190.00
Team
$310.00
Team+
$600.00
At a glance
Quick facts.
- Stack position
- Analytics
- Category
- Data Sources, Sales Tools
- Best for
- Seed, SMB, Mid-market
- Pricing
- From $120/Per seat
Subcategories
- Integrations & Workflows
- Sales Reporting
Follow Klipfolio
Questions
Frequently asked.
How do you get started with Klipfolio?
Link your data sources, build dashboards using the visual editor, then share them with your team or clients. The process requires no coding and delivers live insights quickly.
What does Klipfolio cost?
Plans range from $120 to $600 per team per month, billed annually. Each tier adjusts dashboard limits, refresh rates, and data modeling capacity.
Why should teams choose Klipfolio?
It automates data collection from hundreds of sources into a single dashboard view. This reduces manual reporting effort and speeds up decision-making.
How does Klipfolio pull and display data?
The platform connects directly to supported services, refreshes data on a set schedule, and renders it in customizable visual widgets. Users see updated metrics without manual exports.
Is there a free version of Klipfolio?
There is no permanent free plan, but a 14-day trial is available without a credit card. The trial includes broad access to platform features.
Can agencies use Klipfolio for client reporting?
Yes. Partners can manage multiple client accounts from a parent login and apply white-label branding to reports. This makes it straightforward to deliver branded dashboards at scale.
Compare
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Pick the tool. We run the system around it.
Klipfolio is one part of a stack. Phi builds and operates the revenue system the whole stack plugs into.