Klipfolio™ Dashboard Print E-mail
The KlipFolio™ Dashboard is a unique addition for your CRM application.
Surface the data that matters on your desktop for continual real-time awareness.

Out of sight, out of mind.
You know how fast you're driving because the speedometer is always right in front of you. Like a dashboard, the CRM software captures all your important customer data in one place, but unlike your speedometer, your top priorities aren't right in front of you. How much could you improve performance if your top priorities stayed visible without logging on or switching applications?

KlipFolio™ Dashboard brings your most valuable, actionable data to the surface with a compact desktop widget. And as your priorities change, you can swap different measures in and out. Rather than you adjusting to your data, now your data adjusts to you.



Key Benefits


  • Save time. Spend less time digging for information and more time acting on it.
  • Gain awareness. Preempt problems and respond to new opportunities as updates appear in real time.
  • Act faster. Improve response time to your hottest prospects by receiving information quickly, without logging in or performing a search.
  • Secure value. Capture the full value of your company's data by using it more often.
  • Sustain competitive advantage. Address your top priorities more often and more consistently to stay one step ahead of the market.

Key Features


  • Compatible. Works with hosted or in-house deployed versions of your CRM software.
  • Alerts. Receive desktop alerts for upcoming calls, meetings, untouched leads, and any other changes you choose.
  • Updates. See when new leads arrive, when they've been updated, when sales pipeline changes, and more.
  • Monitoring. Track changes to any data you specify, such as major customer support cases, win-loss reports, etc.
  • Search. Explore your entire database from the desktop.
  • Heads-up display. Keep your priority data visible regardless of what other applications are running.
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