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Klipfolio

Strong Choice74/100

Flexible dashboard platform. Pull from mixed data sources, build tailored views per client. Two products: Klips (dashboards) and PowerMetrics (analytics).

Common alternatives: MiroAsanaFathom

Recommend to a fellow consultant?

Editorial summary

Decision guidance

Verified Feb 2026. Klips from $90/mo (annual). 14-day free trial. Separate PowerMetrics product.

Why this tool

Best fit for focused on .

When not to use

Not ideal for every workflow. Validate with your specific constraints.

  • Strongest area: Outcome fit
  • Watch area: Pricing sanity

Confidence

How sure are we?

Medium — 65/100
  • Limited evidence; use as a starting point.
Last reviewedFeb 17, 2026
Pricing checkedFeb 17, 2026
Integrations checkedFeb 17, 2026

Workflow fit

Workflow placement

1

Capture

Capture work for Delivery & Reporting.

2

Deliver

Get first value in 30 min setup.

3

Connect

Connect with 3 integrations.

Integrations

Compatibility snapshot

CRM & Sales
HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.
Communication
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.
Productivity
Google SheetsData & ReportingSpreadsheet integration for client data analysis, dashboards, and budget tracking.

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Guides

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