Automate and manage client reporting in one place
Confidently and easily scale your services with centralized client control and time-saving automated features.
Klipfolio’s client management tools give partners complete control over how they organize, deliver, and scale dashboards and reports. From onboarding and customizable templates to access and billing, everything happens in one streamlined environment.
Manage multiple accounts
Quickly and easily create and manage as many clients as you need from a single partner account. From there, you can perform administrative tasks, or dive into client environments as needed to check their status.
Everyday or custom dashboards
Build dashboards once and import them to any client. Use the same dashboards for everyone or create custom versions by signing into individual client accounts.
Flexible team access
User-specific permissions give members of your team governed access to client accounts. So, you can maintain security and accountability while empowering collaborators to create and manage dashboards.
Tailored trial and billing options
A free trial lets prospective clients see value before they commit. Choose the billing model that’s right for you: Manage it yourself or let Klipfolio take care of things, so you can focus on delivery instead of admin.
Stay organized as you scale
A familiar parent – client model keeps client assets, data, and billing separate while maintaining centralized control. Company properties let you apply shared values, like logos, brand colours, and support emails, across all clients.
Monitor data health and refresh history
Quickly view refresh status and data source errors across all clients to catch and resolve issues before they impact performance.
Discover how data-driven partners scale smarter with Klipfolio.
Being able to reduce the time spent on manual reporting and focusing on the decision-making really is the key to success. Luckily we have Klipfolio helping with that.
Dimitris Vogiatzis
Analytics Engineer, Growth Digital Agency
MagneticOne
Multi-Company Dashboard Centralization
Your clients deserve the best.
We partner with agencies, consultants, financial advisors, software companies, OEMs, resellers, and integration providers who share our passion for empowering clients through data. Whether you’re just getting started or scaling up, our team is here to help you every step of the way.
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