# ConnectWise PSA vs Klipfolio Comparison

| | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 582 | 256 | 
| **Largest Market Segment** | Small-Business (66.1% of reviews) | Small-Business (54.8% of reviews) | 
| **Entry Level Price** | No pricing available | $90.00 Per Month | 

---
## Top Pros & Cons

### ConnectWise PSA

Pros:
- Ease of Use (36 reviews)
- Integration (21 reviews)

Cons:
- Learning Curve (24 reviews)
- Poor Customer Support (16 reviews)

### Klipfolio

Pros:
- Integrations (2 reviews)
- Customer Support (1 reviews)

Cons:
- Limited Chart Functionality (1 reviews)

---
## Ratings Comparison
| Rating | ConnectWise PSA | Klipfolio | 
|---|---|---|
  | **Meets Requirements** | 8.4 (489 reviews) | 8.8 (200 reviews) | 
  | **Ease of Use** | 7.4 (497 reviews) | 8.1 (200 reviews) | 
  | **Ease of Setup** | 6.6 (268 reviews) | 8.0 (128 reviews) | 
  | **Ease of Admin** | 7.4 (247 reviews) | 8.5 (126 reviews) | 
  | **Quality of Support** | 7.5 (456 reviews) | 9.4 (188 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.7 (243 reviews) | 9.3 (125 reviews) | 
  | **Product Direction (% positive)** | 7.2 (480 reviews) | 9.0 (192 reviews) | 

---
## Pricing

### ConnectWise PSA

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Klipfolio

#### Entry-Level Pricing

Plan: Base

Price: $90.00 Per Month

Key Features:
- 3 Dashboards
- Unlimited Users
- 4hr Data Refresh Rate

[Browse all 3 editions](https://www.g2.com/products/klipfolio/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 7.3/10 | 169 |
| **Klipfolio** | N/A | N/A |

#### Sales Force Automation

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Contact & Account Management** | 8.5 (137 reviews) ✓ Verified | Not enough data | 
| **Partner Relationship Mgmt. (PRM)** | 7.9 (95 reviews) ✓ Verified | Not enough data | 
| **Opportunity & Pipeline Mgmt.** | 7.8 (125 reviews) ✓ Verified | Not enough data | 
| **Task / Activity Management** | 8.3 (139 reviews) ✓ Verified | Not enough data | 
| **Territory & Quota Management** | 7.6 (101 reviews) ✓ Verified | Not enough data | 
| **Desktop Integration** | 8.3 (128 reviews) | Not enough data | 
| **Product & Price List Management** | 8.0 (114 reviews) ✓ Verified | Not enough data | 
| **Quote & Order Management** | 8.1 (114 reviews) ✓ Verified | Not enough data | 
| **Customer Contract Management** | 8.4 (124 reviews) ✓ Verified | Not enough data | 

#### Marketing Automation

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Email Marketing** | 7.3 (85 reviews) ✓ Verified | Not enough data | 
| **Campaign Management** | 7.2 (88 reviews) ✓ Verified | Not enough data | 
| **Lead Management** | 7.4 (94 reviews) ✓ Verified | Not enough data | 
| **Marketing ROI Analytics** | 7.4 (76 reviews) ✓ Verified | Not enough data | 

#### Customer Support

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Case Management** | 8.4 (127 reviews) | Not enough data | 
| **Customer Support Portal** | 7.6 (125 reviews) ✓ Verified | Not enough data | 
| **Knowledge Base** | 7.7 (119 reviews) | Not enough data | 
| **Call Center Features** | 7.5 (82 reviews) | Not enough data | 
| **Support Analytics** | 7.9 (108 reviews) | Not enough data | 

#### Reporting & Analytics

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Reporting** | 7.5 (139 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 7.3 (137 reviews) ✓ Verified | Not enough data | 
| **Forecasting** | 7.5 (112 reviews) | Not enough data | 

#### Mobile & Social

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Social Collaboration Features** | Feature Not Available | Not enough data | 
| **Social Network Integration** | Feature Not Available | Not enough data | 
| **Mobile User Support** | 6.8 (95 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Customization** | 7.4 (81 reviews) | Not enough data | 
| **Workflow Capability** | 7.9 (86 reviews) | Not enough data | 
| **User, Role, and Access Management** | 8.2 (86 reviews) | Not enough data | 
| **Internationalization** | 7.6 (53 reviews) | Not enough data | 
| **Sandbox / Test Environments** | 7.3 (57 reviews) | Not enough data | 
| **Document & Content Mgmt.** | 7.0 (74 reviews) | Not enough data | 
| **Performance and Reliability** | 8.0 (83 reviews) | Not enough data | 
| **Output Document Generation** | 7.3 (77 reviews) | Not enough data | 

#### Integration

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Data Import & Export Tools** | 7.7 (79 reviews) | Not enough data | 
| **Integration APIs** | 8.0 (78 reviews) | Not enough data | 
| **Breadth of Partner Applications** | 8.5 (75 reviews) | Not enough data | 

#### Generative AI

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Autonomous Task Execution** | 6.1 (6 reviews) | Not enough data | 
| **Multi-step Planning** | 5.3 (6 reviews) | Not enough data | 
| **Cross-system Integration** | 6.1 (6 reviews) | Not enough data | 
| **Adaptive Learning** | 5.3 (6 reviews) | Not enough data | 
| **Natural Language Interaction** | 5.8 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 5.3 (6 reviews) | Not enough data | 
| **Decision Making** | 6.4 (6 reviews) | Not enough data | 

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | N/A | N/A |
| **Klipfolio** | N/A | N/A |

#### Email Marketing

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Building and Personalizing Emails** | Not enough data | Not enough data | 
| **Sending Outbound Emails** | Not enough data | Not enough data | 
| **Manage Email Deliverability** | Not enough data | Not enough data | 
| **Automated Email Responses** | Not enough data | Not enough data | 

#### Online Marketing

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Landing Pages and Forms** | Not enough data | Not enough data | 
| **Dynamic Content** | Not enough data | Not enough data | 
| **A/B Testing** | Not enough data | Not enough data | 
| **Mobile Optimized** | Not enough data | Not enough data | 
| **Search Tracking and Optimization** | Not enough data | Not enough data | 

#### Lead Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Marketing Lead Database** | Not enough data | Not enough data | 
| **Data Quality Management** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Lead Scoring and Grading** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Online Behavior Tracking** | Not enough data | Not enough data | 
| **Automated Alerts and Tasks** | Not enough data | Not enough data | 
| **CRM Lead Integration** | Not enough data | Not enough data | 

#### Campaign Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Program Management** | Not enough data | Not enough data | 
| **Event / Webinar Marketing** | Not enough data | Not enough data | 
| **Calendaring** | Not enough data | Not enough data | 
| **Budgeting** | Not enough data | Not enough data | 

#### Social

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Social Listening** | Not enough data | Not enough data | 
| **Social Sharing** | Not enough data | Not enough data | 
| **Social Campaigns** | Not enough data | Not enough data | 
| **Social Media Engagement** | Not enough data | Not enough data | 
| **Social Media Advertising** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Basic Reporting** | Not enough data | Not enough data | 
| **Web Analytics** | Not enough data | Not enough data | 
| **ROI Analytics** | Not enough data | Not enough data | 
| **Revenue Analytics** | Not enough data | Not enough data | 
| **SEO / Keyword Analytics** | Not enough data | Not enough data | 

#### Platform

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Customization ** | Not enough data | Not enough data | 
| **Workflow Capability** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Output Document Generation** | Not enough data | Not enough data | 

#### Agentic AI - Marketing Automation

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 
| **Breadth of Partner Applications** | Not enough data | Not enough data | 

### Business Intelligence

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 9.5/10 | 9 |
| **Klipfolio** | N/A | N/A |

#### Reports

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Reports Interface** | 9.2 (8 reviews) | 8.8 (126 reviews) ✓ Verified | 
| **Steps to Answer** | 9.5 (7 reviews) | 8.4 (115 reviews) ✓ Verified | 
| **Graphs and Charts** | 9.6 (8 reviews) | 9.0 (145 reviews) ✓ Verified | 
| **Score Cards** | 9.6 (8 reviews) | 8.7 (103 reviews) ✓ Verified | 
| **Dashboards** | 9.8 (9 reviews) | 9.2 (150 reviews) ✓ Verified | 

#### Self Service 

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Calculated Fields** | Not enough data | 8.5 (129 reviews) ✓ Verified | 
| **Data Column Filtering** | Not enough data | 8.4 (132 reviews) ✓ Verified | 
| **Data Discovery** | Not enough data | 8.0 (108 reviews) ✓ Verified | 
| **Search** | Not enough data | Feature Not Available | 
| **Collaboration / Workflow** | Not enough data | 8.2 (108 reviews) ✓ Verified | 
| **Automodeling** | Not enough data | 8.0 (81 reviews) ✓ Verified | 

#### Advanced Analytics

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Predictive Analytics** | Not enough data | 7.3 (5 reviews) | 
| **Data Visualization** | Not enough data | 8.8 (138 reviews) ✓ Verified | 
| **Big Data Services** | Not enough data | 7.1 (20 reviews) | 

#### Building Reports

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Data Transformation** | Not enough data | 8.5 (90 reviews) ✓ Verified | 
| **Data Modeling** | Not enough data | 8.1 (79 reviews) ✓ Verified | 
| **WYSIWYG Report Design** | Not enough data | 7.9 (75 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 8.8 (84 reviews) ✓ Verified | 

#### Platform

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Mobile User Support** | Not enough data | Not enough data | 
| **Customization ** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | 
| **Breadth of Partner Applications** | Not enough data | Not enough data | 

### Data Visualization

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 9.5/10 | 9 |
| **Klipfolio** | N/A | N/A |

#### Reports

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Reports Interface** | 9.2 (8 reviews) | 8.8 (126 reviews) ✓ Verified | 
| **Steps to Answer** | 9.5 (7 reviews) | 8.4 (115 reviews) ✓ Verified | 
| **Graphs and Charts** | 9.6 (8 reviews) | 9.0 (145 reviews) ✓ Verified | 
| **Score Cards** | 9.6 (8 reviews) | 8.7 (103 reviews) ✓ Verified | 
| **Dashboards** | 9.8 (9 reviews) | 9.2 (150 reviews) ✓ Verified | 

#### Reports

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Reports Interface** | Not enough data | Not enough data | 
| **Share Reports** | Not enough data | Not enough data | 
| **Steps to Answer** | Not enough data | Not enough data | 

#### Generative AI

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Visualization

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Graphs and Charts** | Not enough data | Not enough data | 
| **Score Cards** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 
| **Formats** | Not enough data | Not enough data | 

#### Data Updates

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Historical Snapshots** | Not enough data | Not enough data | 
| **Real-Time Updating** | Not enough data | Not enough data | 

#### Collaboration

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Sharing** | Not enough data | Not enough data | 
| **Co-Editing** | Not enough data | Not enough data | 
| **Devices** | Not enough data | Not enough data | 

#### Data Updates

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Historical Snapshots** | Not enough data | Not enough data | 
| **Real-Time Updating** | Not enough data | Not enough data | 
| **Email Reports** | Not enough data | Not enough data | 

### Analytics Platforms

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | N/A | N/A |
| **Klipfolio** | 8.3/10 | 177 |

#### Reports

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Reports Interface** | 9.2 (8 reviews) | 8.8 (126 reviews) ✓ Verified | 
| **Steps to Answer** | 9.5 (7 reviews) | 8.4 (115 reviews) ✓ Verified | 
| **Graphs and Charts** | 9.6 (8 reviews) | 9.0 (145 reviews) ✓ Verified | 
| **Score Cards** | 9.6 (8 reviews) | 8.7 (103 reviews) ✓ Verified | 
| **Dashboards** | 9.8 (9 reviews) | 9.2 (150 reviews) ✓ Verified | 

#### Data Preparation

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Connectors** | Not enough data | 8.4 (33 reviews) ✓ Verified | 
| **Data Governance** | Not enough data | 7.7 (11 reviews) | 

#### Data Modeling and Blending

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Data Querying** | Not enough data | 7.8 (30 reviews) ✓ Verified | 
| **Data Filtering** | Not enough data | 8.4 (35 reviews) ✓ Verified | 
| **Data Blending** | Not enough data | 8.6 (29 reviews) ✓ Verified | 

#### Generative AI

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - Analytics Platforms

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Self Service 

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Calculated Fields** | Not enough data | 8.5 (129 reviews) ✓ Verified | 
| **Data Column Filtering** | Not enough data | 8.4 (132 reviews) ✓ Verified | 
| **Data Discovery** | Not enough data | 8.0 (108 reviews) ✓ Verified | 
| **Search** | Not enough data | Feature Not Available | 
| **Collaboration / Workflow** | Not enough data | 8.2 (108 reviews) ✓ Verified | 
| **Automodeling** | Not enough data | 8.0 (81 reviews) ✓ Verified | 

#### Deployment & Integration - Analytics Platforms

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **No-code Dashboard Builder** | Not enough data | Not enough data | 
| **Report Scheduling and Automation** | Not enough data | Not enough data | 
| **Embedded Analytics and White-labeling** | Not enough data | Not enough data | 
| **Data Source Connectivity** | Not enough data | Not enough data | 

#### Advanced Analytics

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Predictive Analytics** | Not enough data | 7.3 (5 reviews) | 
| **Data Visualization** | Not enough data | 8.8 (138 reviews) ✓ Verified | 
| **Big Data Services** | Not enough data | 7.1 (20 reviews) | 

#### Performance & Scalability - Analytics Platforms

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Large data handling and Query Speed** | Not enough data | Not enough data | 
| **Concurrent User Support** | Not enough data | Not enough data | 

#### Advanced Analytics & Modeling - Analytics Platforms

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Data Modeling and Governance** | Not enough data | Not enough data | 
| **Notebook and Script Integration** | Not enough data | Not enough data | 
| **Built-in Predictive and Statistical Models** | Not enough data | Not enough data | 

#### Agentic AI Capabilities - Analytics Platforms

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Auto-generated Insights and Narratives** | Not enough data | Not enough data | 
| **Natural Language Queries** | Not enough data | Not enough data | 
| **Proactive KPI Monitoring and Alerts** | Not enough data | Not enough data | 
| **AI Agents for Analytical Follow-ups** | Not enough data | Not enough data | 

#### Personalized Intelligence - Analytics Platforms

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Behavioral Learning for Contextual Query Refinement** | Not enough data | Not enough data | 
| **Role-based Insight Personalization** | Not enough data | Not enough data | 
| **Conversational and Prompt-based Analytics** | Not enough data | Not enough data | 

#### Building Reports

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Data Transformation** | Not enough data | 8.5 (90 reviews) ✓ Verified | 
| **Data Modeling** | Not enough data | 8.1 (79 reviews) ✓ Verified | 
| **WYSIWYG Report Design** | Not enough data | 7.9 (75 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 8.8 (84 reviews) ✓ Verified | 

### Help Desk

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 7.3/10 | 264 |
| **Klipfolio** | N/A | N/A |

#### Ticket and Case Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Ticket creation user experience** | 8.6 (235 reviews) | Not enough data | 
| **Ticket response user experience** | 8.3 (231 reviews) | Not enough data | 
| **Workflow** | 8.3 (228 reviews) | Not enough data | 
| **Response Automation** | 8.4 (215 reviews) | Not enough data | 
| **SLA Management** | 8.1 (201 reviews) | Not enough data | 
| **Attachments/Screencasts** | 7.7 (217 reviews) | Not enough data | 
| **Ticket Collaboration** | 8.3 (225 reviews) | Not enough data | 
| **Customer and Contacts Database** | 8.4 (167 reviews) | Not enough data | 

#### Generative AI

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **AI Text Generation** | 6.3 (9 reviews) | Not enough data | 
| **AI Text Summarization** | 6.1 (9 reviews) | Not enough data | 

#### Agentic AI - Help Desk

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Autonomous Task Execution** | 4.4 (6 reviews) | Not enough data | 
| **Natural Language Interaction** | 4.4 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 4.7 (6 reviews) | Not enough data | 

#### Communication Channels

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Customer Portal** | 7.6 (178 reviews) | Not enough data | 
| **Email to Case** | 8.5 (212 reviews) | Not enough data | 
| **Chat/Live Support** | 7.7 (137 reviews) | Not enough data | 
| **Social Integration** | 7.1 (109 reviews) | Not enough data | 
| **Voice** | 7.5 (77 reviews) | Not enough data | 

#### Platform

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Mobile User Support** | 6.5 (86 reviews) | Not enough data | 
| **Customization ** | 7.7 (96 reviews) | Not enough data | 
| **User, Role, and Access Management** | 8.4 (105 reviews) | Not enough data | 
| **Integration** | 7.8 (94 reviews) | Not enough data | 
| **Reporting** | 7.5 (195 reviews) | Not enough data | 
| **Dashboards** | 7.5 (203 reviews) | Not enough data | 

### Professional Services Automation

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 6.4/10 | 53 |
| **Klipfolio** | N/A | N/A |

#### Customer Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Customer Profiles** | 7.3 (48 reviews) | Not enough data | 
| **Sales** | 6.9 (49 reviews) | Not enough data | 
| **Marketing** | 5.7 (44 reviews) | Not enough data | 
| **Client Portal** | 6.7 (51 reviews) | Not enough data | 

#### Project Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Project Planning** | 6.6 (49 reviews) | Not enough data | 
| **Project Tracking** | 6.6 (49 reviews) | Not enough data | 
| **Resource Definition** | 6.6 (48 reviews) | Not enough data | 
| **Resource Management** | 7.2 (50 reviews) | Not enough data | 

#### Accounting

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Revenue Recognition** | 6.7 (48 reviews) | Not enough data | 
| **Invoice Management** | 7.4 (50 reviews) | Not enough data | 
| **Payments** | 6.8 (47 reviews) | Not enough data | 
| **Project Accounting** | 6.6 (44 reviews) | Not enough data | 
| **Budget Tracking** | 6.5 (44 reviews) | Not enough data | 

#### Portfolio Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Portfolio Definition** | 6.1 (44 reviews) | Not enough data | 
| **Portfolio Performance** | 6.0 (43 reviews) | Not enough data | 
| **Risk** | 6.1 (43 reviews) | Not enough data | 
| **Portfolio Mix** | 6.2 (42 reviews) | Not enough data | 

#### Analytics

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Forecasting** | 6.0 (44 reviews) | Not enough data | 
| **Reporting** | 6.6 (49 reviews) | Not enough data | 
| **KPIs** | 6.1 (47 reviews) | Not enough data | 

#### Administration

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Standard Integrations** | 7.3 (50 reviews) | Not enough data | 
| **Workflow** | 7.5 (51 reviews) | Not enough data | 
| **Access Management** | 7.4 (47 reviews) | Not enough data | 

#### Platform

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **APIs** | 7.0 (45 reviews) | Not enough data | 
| **Internationalization** | 6.2 (42 reviews) | Not enough data | 
| **Performance and Reliability** | 6.9 (48 reviews) | Not enough data | 
| **Mobile** | 5.6 (47 reviews) | Not enough data | 
| **Offline Access** | 4.8 (43 reviews) | Not enough data | 

#### Generative AI

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **AI Text Generation** | 4.2 (28 reviews) | Not enough data | 
| **AI Text Summarization** | 4.3 (28 reviews) | Not enough data | 

#### Artificial Intelligence - Professional Services Automation

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **Smart task suggestions** | Not enough data | Not enough data | 
| **Automated workflows** | Not enough data | Not enough data | 

#### Agentic AI - Professional Services Automation

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Enterprise Feedback Management

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 9.4/10 | 18 |
| **Klipfolio** | N/A | N/A |

#### Generative AI

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Survey Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Brand Design Consistency** | 9.4 (17 reviews) | Not enough data | 
| **Survey Deployment** | Not enough data | Not enough data | 
| **Feedback Collection** | 9.7 (17 reviews) | Not enough data | 
| **Device Responsiveness** | 9.6 (15 reviews) | Not enough data | 

#### Process Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Feedback Aggregation** | 9.5 (16 reviews) | Not enough data | 
| **Trigger Alerts** | 9.3 (16 reviews) | Not enough data | 
| **Real-Time Analysis** | 9.5 (16 reviews) | Not enough data | 
| **Real-Time Action** | 9.4 (16 reviews) | Not enough data | 

#### System Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Security** | 9.0 (13 reviews) | Not enough data | 
| **System Monitoring** | Not enough data | Not enough data | 

### Service Desk

| Product | Score | Reviews |
|---|---|---|
| **ConnectWise PSA** | 6.3/10 | 12 |
| **Klipfolio** | N/A | N/A |

#### Incident Management

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Automate Ticket Routing** | 7.6 (11 reviews) | Not enough data | 
| **Ticket Prioritization** | 7.3 (11 reviews) | Not enough data | 
| **Ticket Notifications** | 8.5 (11 reviews) | Not enough data | 
| **Knowledge Base** | 7.0 (11 reviews) | Not enough data | 
| **Knowledge Base/Ticket Integration** | 6.4 (12 reviews) | Not enough data | 

#### Reporting

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Dashboards** | 7.3 (11 reviews) | Not enough data | 
| **Time Tracking** | 7.7 (11 reviews) | Not enough data | 
| **Surveys** | 6.5 (11 reviews) | Not enough data | 

#### Access & Usability

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Mobile** | 6.5 (10 reviews) | Not enough data | 
| **Self Service** | 7.8 (9 reviews) | Not enough data | 
| **Active Directory** | 6.7 (9 reviews) | Not enough data | 
| **Multi-Channel Access** | 6.7 (9 reviews) | Not enough data | 

#### Agentic AI - Service Desk

| Feature | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Autonomous Task Execution** | 4.2 (6 reviews) | Not enough data | 
| **Multi-step Planning** | 6.1 (6 reviews) | Not enough data | 
| **Cross-system Integration** | 5.0 (6 reviews) | Not enough data | 
| **Adaptive Learning** | 4.7 (6 reviews) | Not enough data | 
| **Natural Language Interaction** | 4.2 (6 reviews) | Not enough data | 
| **Proactive Assistance** | 4.4 (6 reviews) | Not enough data | 
| **Decision Making** | 4.7 (6 reviews) | Not enough data | 

---
## Categories

**Unique to ConnectWise PSA (8):** [CRM Software](https://www.g2.com/categories/crm), [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation), [Service Desk Software](https://www.g2.com/categories/service-desk), [Help Desk Software](https://www.g2.com/categories/help-desk), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation), [Data Visualization Tools](https://www.g2.com/categories/data-visualization-tools), [Enterprise Feedback Management Software](https://www.g2.com/categories/enterprise-feedback-management), [Other IT Management Software](https://www.g2.com/categories/other-it-management)

**Unique to Klipfolio (1):** [Analytics Platforms](https://www.g2.com/categories/analytics-platforms)


---
## Reviewer Demographics

### By Company Size

| Segment | ConnectWise PSA | Klipfolio | 
|---|---|---|
| **Small-Business** | 66.1% | 54.8% | 
| **Mid-Market** | 28.1% | 36.8% | 
| **Enterprise** | 5.8% | 8.4% | 

### By Industry

#### ConnectWise PSA

- **Information Technology and Services:** 60.5%
- **Computer & Network Security:** 8.3%
- **Computer Networking:** 5.1%
- **Computer Software:** 4.0%
- **Telecommunications:** 3.2%
- **Marketing and Advertising:** 2.2%
- **Accounting:** 2.0%
- **Consulting:** 1.1%
- **Non-Profit Organization Management:** 0.9%
- **Computer Hardware:** 0.7%
- **Other:** 12.1%

#### Klipfolio

- **Marketing and Advertising:** 18.0%
- **Computer Software:** 14.2%
- **Information Technology and Services:** 10.5%
- **Internet:** 4.6%
- **Hospital & Health Care:** 3.8%
- **Retail:** 3.8%
- **Financial Services:** 3.8%
- **Insurance:** 2.5%
- **Automotive:** 2.5%
- **Management Consulting:** 2.1%
- **Other:** 34.3%

---
## Alternatives

### Alternatives to ConnectWise PSA

- [Autotask](https://www.g2.com/products/autotask/reviews) — 4.2/5 stars (601 reviews)
- [Accelo](https://www.g2.com/products/accelo/reviews) — 4.4/5 stars (553 reviews)
- [ManageEngine ServiceDesk Plus](https://www.g2.com/products/manageengine-servicedesk-plus/reviews) — 4.2/5 stars (249 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25829 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13847 reviews)
- [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) — 4.3/5 stars (673 reviews)
- [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews) — 4.5/5 stars (1872 reviews)
- [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) — 4.3/5 stars (6972 reviews)
- [Jira Service Management](https://www.g2.com/products/jira-service-management/reviews) — 4.3/5 stars (987 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1619 reviews)

### Alternatives to Klipfolio

- [Domo](https://www.g2.com/products/domo/reviews) — 4.3/5 stars (1005 reviews)
- [Grow.com](https://www.g2.com/products/grow-com/reviews) — 4.3/5 stars (279 reviews)
- [Looker](https://www.g2.com/products/looker/reviews) — 4.4/5 stars (1646 reviews)
- [Databox](https://www.g2.com/products/databox-databox/reviews) — 4.4/5 stars (194 reviews)
- [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) — 4.5/5 stars (1639 reviews)
- [IBM Cognos Analytics](https://www.g2.com/products/ibm-cognos-analytics/reviews) — 4.1/5 stars (499 reviews)
- [Tableau](https://www.g2.com/products/tableau/reviews) — 4.4/5 stars (3656 reviews)
- [Sisense](https://www.g2.com/products/sisense/reviews) — 4.2/5 stars (1063 reviews)
- [Qlik Sense](https://www.g2.com/products/qlik-sense/reviews) — 4.4/5 stars (930 reviews)
- [Amazon QuickSight](https://www.g2.com/products/amazon-quicksight/reviews) — 4.3/5 stars (694 reviews)

---
## Top Discussions

### ConnectWise PSA

- Title: [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) — 1 comment
  > **Top comment:** "to create dashboards, reports, and track goals using data from various applications and services"
- Title: [What applications does this tie to in order to maximimize use of other programs?](https://www.g2.com/discussions/what-applications-does-this-tie-to-in-order-to-maximimize-use-of-other-programs) — 1 comment, 1 upvote
  > **Top comment:** "I am not familiar with the programs you mention, but we somehow integrated with Hubspot for our sales and marketing teams. I was not part of the integration..."

### Klipfolio

- Title: [Is there a mobile device view for Klipfolio?](https://www.g2.com/discussions/31199-is-there-a-mobile-device-view-for-klipfolio) — 2 comments, 1 upvote
  > **Top comment:** "Hi Mark,

Thank you for your interest in Klipfolio! We do have a mobile app on both iOS and Android where you can easily log in and view your dashboards...."
- Title: [My data sources fail to refresh when the number of rows is large, how do I prevent this from happening if the data is already aggregated to the maximum extent that I need for my use case?](https://www.g2.com/discussions/31101-my-data-sources-fail-to-refresh-when-the-number-of-rows-is-large-how-do-i-prevent-this-from-happening-if-the-data-is-already-aggregated-to-the-maximum-extent-that-i-need-for-my-use-case) — 1 comment, 1 upvote
  > **Top comment:** "Hi Sarthak,

I would recommend reaching out to support@kliopfolio.com where we can jump in and take a closer look at your data sources and see how we might..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/connectwise-psa-vs-klipfolio)