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# ConnectWise PSA vs Klipfolio Comparison - What are their main differences?

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ConnectWise PSAKlipfolio[+ Add Product](#)

Reviews

**ConnectWise PSA** [

4/5(582)

](https://www.g2.com/products/connectwise-psa/reviews#reviews)

**Klipfolio** [

4.5/5(257)

](https://www.g2.com/products/klipfolio/reviews#reviews)

Pricing

**ConnectWise PSA**
No pricing available

**Klipfolio**
Free Trial

**$90.00** Per Month · Base

**Pricing Insights**
from reviews

Time to Implement

**ConnectWise PSA**
2 months

Based on 23 responses

**Klipfolio**
1 monthFaster

Based on 54 responses

Return on Investment

**ConnectWise PSA**
15 months

Based on 18 responses

**Klipfolio**
11 months4 months sooner

Based on 36 responses

Perceived Cost

**ConnectWise PSA**
$$$$$

**Klipfolio**
$$$$$

Average Discount

**ConnectWise PSA**
9%3% more

**Klipfolio**
6%

 ![ConnectWise PSA](https://images.g2crowd.com/uploads/product/hd_favicon/f30f7f8a7fd4546eea1a8ddceef59420/connectwise-psa.svg "ConnectWise PSA")

 ![Klipfolio](https://images.g2crowd.com/uploads/product/hd_favicon/8e201f1179bebcb28042be72b687437b/klipfolio.svg "Klipfolio")

G2 offers free advice on this comparison.

Chat with an expert

How do we contact you?

 ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message

 ![](/assets/advisor_router/phone_call-c9171db19e0526ecaea5fcbe1122f2ba459d8ab314c830a23440e5a1a536d62f.svg)Phone Call

Who do you want to talk with?

 ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg)AI Agent

 ![](/assets/advisor_router/human-26a980d7eed0089d422337af1b2588329a59f3fec5a0eff6d1b43312553d4c7b.svg)Human

Pros & Cons

**ConnectWise PSA**
[
Ease of Use (36)
](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bsentiment_snippet%5D=1652702&qs=pros-and-cons#reviews)[
Integration (21)
](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bsentiment_snippet%5D=1651784&qs=pros-and-cons#reviews)[
Learning Curve (24)
](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bsentiment_snippet%5D=1651723&qs=pros-and-cons#reviews)[
Poor Customer Support (16)
](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bsentiment_snippet%5D=1651928&qs=pros-and-cons#reviews)

**Klipfolio**
[
Integrations (2)
](https://www.g2.com/products/klipfolio/reviews?filters%5Bsentiment_snippet%5D=1230184&qs=pros-and-cons#reviews)[
Customer Support (1)
](https://www.g2.com/products/klipfolio/reviews?filters%5Bsentiment_snippet%5D=2320985&qs=pros-and-cons#reviews)[
Limited Chart Functionality (1)
](https://www.g2.com/products/klipfolio/reviews?filters%5Bsentiment_snippet%5D=1993206&qs=pros-and-cons#reviews)

Integrations

**ConnectWise PSA**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f701c2bc8e8128a9090458644727a7a4/3cx.jpg "Product Avatar Image")

3CX

](https://www.g2.com/products/3cx/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e1304dcbbafd174d337465f054526ef0/connectwise-automate.png "Product Avatar Image")

ConnectWise Automate

](https://www.g2.com/products/connectwise-automate/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9a6bcc657902d054a8d3b5ac691f76b8/connectwise-cpq.png "Product Avatar Image")

ConnectWise CPQ

](https://www.g2.com/products/connectwise-cpq/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_bc09c6f03204ca7a32bb9985df6b8214/it-glue.png "Product Avatar Image")

IT Glue

](https://www.g2.com/products/it-glue/reviews)[
View all
](https://www.g2.com/products/connectwise-psa/integrations)

**Klipfolio**
Not enough data

Screenshots

**ConnectWise PSA**
 ![ConnectWise PSA screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/66950/Today-Screen.png)

**Klipfolio**
 ![Klipfolio screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/64002/Klips-hero.png)

Ratings

Meets Requirements

**ConnectWise PSA**

8.4

8.4490

**Klipfolio**

8.8

8.8201

Ease of Use

**ConnectWise PSA**

7.4

7.4498

**Klipfolio**

8.1

8.1201

Ease of Setup

**ConnectWise PSA**

6.6

6.6268

**Klipfolio**

8.0

8.0129

Ease of Admin

**ConnectWise PSA**

7.4

7.4248

**Klipfolio**

8.5

8.5126

Quality of Support

**ConnectWise PSA**

7.5

7.5457

**Klipfolio**

9.4

9.4189

Has the product been a good partner in doing business?

**ConnectWise PSA**

7.7

7.7244

**Klipfolio**

9.3

9.3125

Product Direction (% positive)

**ConnectWise PSA**

7.1

7.1481

**Klipfolio**

9.0

9.0193

Features

CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);)

7.3

169

Not enough data

Sales Force Automation

Contact & Account Management

8.5(won by default)

137

|

Verified

Not enough data

Partner Relationship Mgmt. (PRM)

7.9(won by default)

95

|

Verified

Not enough data

Opportunity & Pipeline Mgmt.

7.8(won by default)

125

|

Verified

Not enough data

Task / Activity Management

8.3(won by default)

139

|

Verified

Not enough data

Territory & Quota Management

7.6(won by default)

101

|

Verified

Not enough data

Desktop Integration

8.3(won by default)

128

Not enough data

Product & Price List Management

8.0(won by default)

114

|

Verified

Not enough data

Quote & Order Management

8.1(won by default)

114

|

Verified

Not enough data

Customer Contract Management

8.4(won by default)

124

|

Verified

Not enough data

Contract/License Management

Not enough data

Not enough data

Marketing Automation

Email Marketing

7.3(won by default)

85

|

Verified

Not enough data

Campaign Management

7.2(won by default)

88

|

Verified

Not enough data

Lead Management

7.4(won by default)

94

|

Verified

Not enough data

Marketing ROI Analytics

7.4(won by default)

76

|

Verified

Not enough data

Email Management

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Deal Management

Not enough data

Not enough data

Customer Support

Case Management

8.4(won by default)

127

Not enough data

Customer Support Portal

7.6(won by default)

125

|

Verified

Not enough data

Knowledge Base

7.7(won by default)

119

Not enough data

Call Center Features

7.5(won by default)

82

Not enough data

Support Analytics

7.9(won by default)

108

Not enough data

Workflow Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Pipeline Management

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Channel Management

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

Field Sales Management

Not enough data

Not enough data

Reporting & Analytics

Reporting

7.5(won by default)

139

|

Verified

Not enough data

Dashboards

7.3(won by default)

137

|

Verified

Not enough data

Forecasting

7.5(won by default)

112

Not enough data

Mobile & Social

Mobile User Support

6.8(won by default)

95

|

Verified

Not enough data

Social Collaboration Features

Feature Not Available

Not enough data

Social Network Integration

Feature Not Available

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Customer Support

Not enough data

Not enough data

Multi-Channel Social Integration

Not enough data

Not enough data

Platform

Customization

7.4(won by default)

81

Not enough data

Workflow Capability

7.9(won by default)

86

Not enough data

User, Role, and Access Management

8.2(won by default)

86

Not enough data

Internationalization

7.6(won by default)

53

Not enough data

Sandbox / Test Environments

7.3(won by default)

57

Not enough data

Document & Content Mgmt.

7.0(won by default)

74

Not enough data

Performance and Reliability

8.0(won by default)

83

Not enough data

Output Document Generation

7.3(won by default)

77

Not enough data

Mobile Access

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Integration

Data Import & Export Tools

7.7(won by default)

79

Not enough data

Integration APIs

8.0(won by default)

78

Not enough data

Breadth of Partner Applications

8.5(won by default)

75

Not enough data

Third-Party Integration

Not enough data

Not enough data

Internal Chat Integration

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Proposal Generation

Not enough data

Not enough data

Agentic AI - CRM

Autonomous Task Execution

6.1(won by default)

6

Not enough data

Multi-step Planning

5.3(won by default)

6

Not enough data

Cross-system Integration

6.1(won by default)

6

Not enough data

Adaptive Learning

5.3(won by default)

6

Not enough data

Natural Language Interaction

5.8(won by default)

6

Not enough data

Proactive Assistance

5.3(won by default)

6

Not enough data

Decision Making

6.4(won by default)

6

Not enough data

Calendar/Reminder System

Not enough data

Not enough data

Additional Functionality

Search/Filter

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Batch Processing

Not enough data

Not enough data

Email Tracking

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Pipeline Reports

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Segmentation

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Referral Tracking

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Customer Journey Mapping

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Calendar Sync

Not enough data

Not enough data

For Startups

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

For iPad Devices

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

For Mac Devices

Not enough data

Not enough data

Landing Pages/Web Forms

Not enough data

Not enough data

Lead Nurturing

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Web-based Deployment

Not enough data

Not enough data

Softphone

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Email Sequences

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Lead Assignment

Not enough data

Not enough data

For Small Businesses

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Business Card/Badge Scanning

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Customer Social Profiles

Not enough data

Not enough data

Social Promotion

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Social Media Monitoring

Not enough data

Not enough data

Customer Engagement

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

Brand Tracking

Not enough data

Not enough data

Audience Targeting

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Business Intelligence[Hide 85 FeaturesShow 85 Features](javascript:void(0);)

9.5

9

Not enough data

Reports

Reports Interface

9.2(won by 0.3)

8

8.9

127

|

Verified

Steps to Answer

9.5(won by 1.1)

7

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.4

115

|

Verified

Graphs and Charts

9.6(won by 0.5)

8

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.1

146

|

Verified

Score Cards

9.6(won by 0.9)

8

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.7

103

|

Verified

Dashboards

9.8(won by 0.6)

9

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.2

150

|

Verified

Customizable Reports

Not enough data

Not enough data

Marketing Reports

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Interactive Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Customizable Dashboard

Not enough data

Not enough data

Self Service 

Calculated Fields

Not enough data

8.5(won by default)

129

|

Verified

Data Column Filtering

Not enough data

8.4(won by default)

133

|

Verified

Data Discovery

Not enough data

8.0(won by default)

109

|

Verified

Collaboration / Workflow

Not enough data

8.3(won by default)

109

|

Verified

Automodeling

Not enough data

8.0(won by default)

81

|

Verified

Search

Not enough data

Feature Not Available

Natural Language Search

Not enough data

Not enough data

Visual Discovery

Not enough data

Not enough data

Data Blending

Not enough data

Not enough data

Data Blending

Not enough data

Not enough data

Advanced Analytics

Predictive Analytics

Not enough data

7.3(won by default)

5

Data Visualization

Not enough data

8.8(won by default)

138

|

Verified

Big Data Services

Not enough data

7.1(won by default)

20

Real-Time Analytics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Building Reports

Data Transformation

Not enough data

8.5(won by default)

90

|

Verified

Data Modeling

Not enough data

8.1(won by default)

79

|

Verified

WYSIWYG Report Design

Not enough data

7.9(won by default)

75

|

Verified

Integration APIs

Not enough data

8.8(won by default)

84

|

Verified

Real-Time Data

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Platform

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

Mobile Access

Not enough data

Not enough data

Metadata Management

Not enough data

Not enough data

Additional Functionality

Customizable Branding

Not enough data

Not enough data

Natural Language Processing

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Publishing/Sharing

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Self Service Data Preparation

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Text Analysis

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Data Mapping

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Trend/Problem Indicators

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Profitability Analysis

Not enough data

Not enough data

OLAP

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Data Connectors

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Key Performance Indicators

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Data Mining

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Ad hoc Query

Not enough data

Not enough data

Data Visualization[Hide 83 FeaturesShow 83 Features](javascript:void(0);)

9.5

9

Not enough data

Reports

Reports Interface

9.2(won by 0.3)

8

8.9

127

|

Verified

Steps to Answer

9.5(won by 1.1)

7

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.4

115

|

Verified

Graphs and Charts

9.6(won by 0.5)

8

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.1

146

|

Verified

Score Cards

9.6(won by 0.9)

8

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.7

103

|

Verified

Dashboards

9.8(won by 0.6)

9

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.2

150

|

Verified

Customizable Reports

Not enough data

Not enough data

Marketing Reports

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Interactive Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Customizable Dashboard

Not enough data

Not enough data

Reports

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

AI Text Generation

Not enough data

Not enough data

AI Text Summarization

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Visualization

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

Mobile Dashboards

Not enough data

Not enough data

Public Dashboards

Not enough data

Not enough data

Private Dashboards

Not enough data

Not enough data

Data Updates

Historical Snapshots

Not enough data

Not enough data

Real-Time Updating

Not enough data

Not enough data

Collaboration

Sharing

Not enough data

Not enough data

Co-Editing

Not enough data

Not enough data

Devices

Not enough data

Not enough data

Data Updates

Historical Snapshots

Not enough data

Not enough data

Real-Time Updating

Not enough data

Not enough data

Scheduled/Automated Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Data Management

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Additional Functionality

KPI Monitoring

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Natural Language Search

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Data Aggregation

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Data Connectors

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

API

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Interactive Elements

Not enough data

Not enough data

Single Page View

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Functions/Calculations

Not enough data

Not enough data

Historical Reporting

Not enough data

Not enough data

Data Capture and Transfer

Not enough data

Not enough data

Visual Discovery

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Data Mapping

Not enough data

Not enough data

Relational Display

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

OLAP

Not enough data

Not enough data

Ad hoc Query

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Analytics Platforms[Hide 136 FeaturesShow 136 Features](javascript:void(0);)

Not enough data

8.3

178

Reports

Reports Interface

9.2(won by 0.3)

8

8.9

127

|

Verified

Steps to Answer

9.5(won by 1.1)

7

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.4

115

|

Verified

Graphs and Charts

9.6(won by 0.5)

8

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.1

146

|

Verified

Score Cards

9.6(won by 0.9)

8

 (There is a greater than 0.5 difference between this product's rating and its competitors)

8.7

103

|

Verified

Dashboards

9.8(won by 0.6)

9

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.2

150

|

Verified

Customizable Reports

Not enough data

Not enough data

Marketing Reports

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Interactive Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Customizable Dashboard

Not enough data

Not enough data

Data Preparation

Connectors

Not enough data

8.4(won by default)

33

|

Verified

Data Governance

Not enough data

7.7(won by default)

11

Data Modeling and Blending

Data Querying

Not enough data

7.9(won by default)

31

|

Verified

Data Filtering

Not enough data

8.5(won by default)

36

|

Verified

Data Blending

Not enough data

8.7(won by default)

30

|

Verified

Data Capture and Transfer

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

Not enough data

AI Text Summarization

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Agentic AI - Analytics Platforms

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

Third-Party Integrations

Not enough data

Not enough data

Self Service 

Calculated Fields

Not enough data

8.5(won by default)

129

|

Verified

Data Column Filtering

Not enough data

8.4(won by default)

133

|

Verified

Data Discovery

Not enough data

8.0(won by default)

109

|

Verified

Collaboration / Workflow

Not enough data

8.3(won by default)

109

|

Verified

Automodeling

Not enough data

8.0(won by default)

81

|

Verified

Search

Not enough data

Feature Not Available

Natural Language Search

Not enough data

Not enough data

Visual Discovery

Not enough data

Not enough data

Data Blending

Not enough data

Not enough data

Data Blending

Not enough data

Not enough data

Deployment & Integration - Analytics Platforms

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

Multiple Data Sources

Not enough data

Not enough data

Query Builder

Not enough data

Not enough data

Advanced Analytics

Predictive Analytics

Not enough data

7.3(won by default)

5

Data Visualization

Not enough data

8.8(won by default)

138

|

Verified

Big Data Services

Not enough data

7.1(won by default)

20

Real-Time Analytics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Performance & Scalability - Analytics Platforms

Large data handling and Query Speed

Not enough data

Not enough data

Concurrent User Support

Not enough data

Not enough data

Database Support

Not enough data

Not enough data

Advanced Analytics & Modeling - Analytics Platforms

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

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

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

Ad hoc Query

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Building Reports

Data Transformation

Not enough data

8.5(won by default)

90

|

Verified

Data Modeling

Not enough data

8.1(won by default)

79

|

Verified

WYSIWYG Report Design

Not enough data

7.9(won by default)

75

|

Verified

Integration APIs

Not enough data

8.8(won by default)

84

|

Verified

Real-Time Data

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Drag & Drop

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Metadata Management

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Ad hoc Analysis

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Data Migration

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Self Service Data Preparation

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Data Mapping

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

Charting

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Storytelling

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Financing Management

Not enough data

Not enough data

Self-service Analytics

Not enough data

Not enough data

KPI Monitoring

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

API

Not enough data

Not enough data

Data Integration

Not enough data

Not enough data

Scorecards

Not enough data

Not enough data

Data Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Data Connectors

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Profitability Analysis

Not enough data

Not enough data

Project Tracking

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Publishing/Sharing

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Templates

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Financial Reporting

Not enough data

Not enough data

Audit Management

Not enough data

Not enough data

OLAP

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Help Desk[Hide 74 FeaturesShow 74 Features](javascript:void(0);)

7.3

265

Not enough data

Ticket and Case Management

Ticket Creation User Experience

8.6(won by default)

236

Not enough data

Ticket Response User Experience

8.3(won by default)

231

Not enough data

Workflow

8.3(won by default)

228

Not enough data

Automated Response

8.4(won by default)

215

Not enough data

Service Level Agreement (SLA) Management

8.1(won by default)

201

Not enough data

Attachments/Screencasts

7.7(won by default)

217

Not enough data

Ticket Collaboration

8.3(won by default)

225

Not enough data

Customer/Contact Database

8.4(won by default)

167

Not enough data

Workflow Management

Not enough data

Not enough data

Knowledge Base Management

Not enough data

Not enough data

Ticket Management

Not enough data

Not enough data

Call Center Management

Not enough data

Not enough data

Queue Management

Not enough data

Not enough data

Inbox Management

Not enough data

Not enough data

Support Ticket Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Generative AI

AI Text Generation

6.3(won by default)

9

Not enough data

AI Text Summarization

6.1(won by default)

9

Not enough data

Generative AI

Not enough data

Not enough data

Agentic AI - Help Desk

Autonomous Task Execution

4.4(won by default)

6

Not enough data

Natural Language Interaction

4.4(won by default)

6

Not enough data

Proactive Assistance

4.7(won by default)

6

Not enough data

Communication Channels

Customer Portal

7.6(won by default)

178

Not enough data

Email to Case

8.5(won by default)

212

Not enough data

Live Chat Support

7.7(won by default)

137

Not enough data

Social Media Integration

7.1(won by default)

109

Not enough data

Voice

7.5(won by default)

77

Not enough data

Video Chat

Not enough data

Not enough data

Platform

Mobile User Support

6.5(won by default)

86

Not enough data

Customization 

7.7(won by default)

96

Not enough data

User, Role, and Access Management

8.4(won by default)

106

Not enough data

Third-Party Integrations

7.8(won by default)

94

Not enough data

Reporting

7.5(won by default)

195

Not enough data

Activity Dashboard

7.5(won by default)

203

Not enough data

Mobile Access

Not enough data

Not enough data

Additional Functionality

Automated Routing

Not enough data

Not enough data

Chatbot

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Autoresponders

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Key Performance Indicators

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Voice Recognition

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Task Automation

Not enough data

Not enough data

IVR

Not enough data

Not enough data

Language Detection

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

API

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Macros/Templated Responses

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Automated Responses

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Personalization

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Professional Services Automation[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

6.4

53

Not enough data

Customer Management

Customer Profiles

7.3(won by default)

48

Not enough data

Sales

6.9(won by default)

49

Not enough data

Marketing

5.7(won by default)

44

Not enough data

Client Portal

6.7(won by default)

51

Not enough data

Project Management

Project Planning

6.6(won by default)

49

Not enough data

Project Tracking

6.6(won by default)

49

Not enough data

Resource Definition

6.6(won by default)

48

Not enough data

Resource Management

7.2(won by default)

50

Not enough data

Resource Allocation & Planning

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Accounting

Revenue Recognition

6.7(won by default)

48

Not enough data

Invoice Management

7.4(won by default)

50

Not enough data

Payments

6.8(won by default)

47

Not enough data

Project Accounting

6.6(won by default)

44

Not enough data

Budget Tracking

6.5(won by default)

44

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Billable Items Tracking

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Multiple Projects

Not enough data

Not enough data

Portfolio Management

Portfolio Definition

6.1(won by default)

44

Not enough data

Portfolio Performance

6.0(won by default)

43

Not enough data

Risk

6.1(won by default)

43

Not enough data

Portfolio Mix

6.2(won by default)

42

Not enough data

Analytics

Forecasting

6.0(won by default)

44

Not enough data

Reporting

6.6(won by default)

49

Not enough data

KPIs

6.1(won by default)

47

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Administration

Standard Integrations

7.3(won by default)

50

Not enough data

Workflow

7.5(won by default)

51

Not enough data

Access Management

7.4(won by default)

47

Not enough data

Email Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Timesheet Management

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Platform

APIs

7.0(won by default)

45

Not enough data

Internationalization

6.2(won by default)

42

Not enough data

Performance and Reliability

6.9(won by default)

48

Not enough data

Mobile

5.6(won by default)

47

Not enough data

Offline Access

4.8(won by default)

43

Not enough data

Generative AI

AI Text Generation

4.2(won by default)

28

Not enough data

AI Text Summarization

4.3(won by default)

28

Not enough data

Proposal Generation

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Artificial Intelligence - Professional Services Automation

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

Adaptive Learning

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Additional Functionality

Activity Dashboard

Not enough data

Not enough data

Gantt/Timeline View

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

CRM

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Project Templates

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Enterprise Feedback Management[Hide 65 FeaturesShow 65 Features](javascript:void(0);)

9.4

18

Not enough data

Generative AI

AI Text Generation

Not enough data

Not enough data

AI Text Summarization

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Survey Management

Brand Design Consistency

9.4(won by default)

17

Not enough data

Feedback Collection

9.7(won by default)

17

Not enough data

Device Responsiveness

9.6(won by default)

15

Not enough data

Survey Deployment

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Mobile Survey

Not enough data

Not enough data

Pulse Surveys

Not enough data

Not enough data

Process Management

Feedback Aggregation

9.5(won by default)

16

Not enough data

Trigger Alerts

9.3(won by default)

16

Not enough data

Real-Time Analysis

9.5(won by default)

16

Not enough data

Real-Time Action

9.4(won by default)

16

Not enough data

360 Degree Feedback

Not enough data

Not enough data

Anonymous Feedback

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Text Analysis

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

System Management

Security

9.0(won by default)

13

Not enough data

System Monitoring

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

GPS

Not enough data

Not enough data

Additional Functionality

Customer Experience Management

Not enough data

Not enough data

NPS of Employees

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Question Library

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Multi-Channel Distribution

Not enough data

Not enough data

Ratings/Reviews

Not enough data

Not enough data

Negative Feedback Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Text Fields

Not enough data

Not enough data

Customizable Questions

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Conditional Logic

Not enough data

Not enough data

Website Integration

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

API

Not enough data

Not enough data

NPS of Customers

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Survey/Poll Management

Not enough data

Not enough data

Segmentation

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

NPS Survey Structure

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Question Branching

Not enough data

Not enough data

Service Desk[Hide 61 FeaturesShow 61 Features](javascript:void(0);)

6.3

12

Not enough data

Incident Management

Automate Ticket Routing

7.6(won by default)

11

Not enough data

Ticket Prioritization

7.3(won by default)

11

Not enough data

Ticket Notifications

8.5(won by default)

11

Not enough data

Knowledge Base

7.0(won by default)

11

Not enough data

Knowledge Base/Ticket Integration

6.4(won by default)

12

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Reporting

Dashboards

7.3(won by default)

11

Not enough data

Time Tracking

7.7(won by default)

11

Not enough data

Surveys

6.5(won by default)

11

Not enough data

Activity Tracking

Not enough data

Not enough data

Access & Usability

Mobile

6.5(won by default)

10

Not enough data

Self Service

7.8(won by default)

9

Not enough data

Active Directory

6.7(won by default)

9

Not enough data

Multi-Channel Access

6.7(won by default)

9

Not enough data

Mobile Access

Not enough data

Not enough data

Agentic AI - Service Desk

Autonomous Task Execution

4.2(won by default)

6

Not enough data

Multi-step Planning

6.1(won by default)

6

Not enough data

Cross-system Integration

5.0(won by default)

6

Not enough data

Adaptive Learning

4.7(won by default)

6

Not enough data

Natural Language Interaction

4.2(won by default)

6

Not enough data

Proactive Assistance

4.4(won by default)

6

Not enough data

Decision Making

4.7(won by default)

6

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Project Management

Not enough data

Not enough data

Procurement Management

Not enough data

Not enough data

CMDB

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

IT Risk Management

Not enough data

Not enough data

Service Catalog

Not enough data

Not enough data

Inventory Management

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Change Management

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Localization Automation

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Customer Support

Not enough data

Not enough data

Scheduled/Automated Reports

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Release & Deployment

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Problem Management

Not enough data

Not enough data

Analytics

Not enough data

Not enough data

Service Level Agreement (SLA) Management

Not enough data

Not enough data

Configuration Management

Not enough data

Not enough data

API

Not enough data

Not enough data

IT Asset Management

Not enough data

Not enough data

Remote Access/Control

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Incident Management

Not enough data

Not enough data

Asset Lifecycle Management

Not enough data

Not enough data

Support Ticket Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Show 2 feature categories with incomplete data

Marketing Automation[Hide 106 FeaturesShow 106 Features](javascript:void(0);)

Not enough data

Not enough data

Email Marketing

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

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

Conversion Rate Optimization

Not enough data

Not enough data

Multivariate Testing

Not enough data

Not enough data

Customizable Forms

Not enough data

Not enough data

Lead Management

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

Email 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

Third-Party Integrations

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Social Marketing

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Multi-Channel Marketing

Not enough data

Not enough data

Conversion Tracking

Not enough data

Not enough data

ROI Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Campaign Segmentation

Not enough data

Not enough data

Search Marketing

Not enough data

Not enough data

SMS Marketing

Not enough data

Not enough data

Website Visitor Tracking

Not enough data

Not enough data

Campaign Management

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

Campaign Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Social

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

Drip Campaigns

Not enough data

Not enough data

Multi-Campaign

Not enough data

Not enough data

Reporting & Analytics

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

Behavior Analytics

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Campaign Analytics

Not enough data

Not enough data

Website Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Sales Analytics

Not enough data

Not enough data

Platform

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

Lead Generation

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

List Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Agentic AI - Marketing Automation

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

Campaign Planning

Not enough data

Not enough data

Integration

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

Social Media Integration

Not enough data

Not enough data

Additional Functionality

Social Promotion

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Customer Journey Mapping

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Mass Texting

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Automated Scheduling

Not enough data

Not enough data

Campaign Scheduling

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Social Media Monitoring

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Marketing Calendar

Not enough data

Not enough data

Customizable CTAs

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Other IT Management[Hide 3 FeaturesShow 3 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Specialized or Emerging Capabilities

Not enough data

Not enough data

Distinct IT & Software Development Functionality

Not enough data

Not enough data

Niche Application

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![ConnectWise PSA](https://images.g2crowd.com/uploads/product/hd_favicon/f30f7f8a7fd4546eea1a8ddceef59420/connectwise-psa.svg "ConnectWise PSA")](https://www.g2.com/products/connectwise-psa/reviews)

ConnectWise PSA

Small-Business(50 or fewer emp.)

66.1%

Mid-Market(51-1000 emp.)

28.1%

Enterprise(\> 1000 emp.)

5.8%

[![Klipfolio](https://images.g2crowd.com/uploads/product/hd_favicon/8e201f1179bebcb28042be72b687437b/klipfolio.svg "Klipfolio")](https://www.g2.com/products/klipfolio/reviews)

Klipfolio

Small-Business(50 or fewer emp.)

54.6%

Mid-Market(51-1000 emp.)

37.1%

Enterprise(\> 1000 emp.)

8.3%

Small-Business

(50 or fewer emp.)

66.1%

54.6%

Mid-Market

(51-1000 emp.)

28.1%

37.1%

Enterprise

(\> 1000 emp.)

5.8%

8.3%

Reviewers' Industry

[![ConnectWise PSA](https://images.g2crowd.com/uploads/product/hd_favicon/f30f7f8a7fd4546eea1a8ddceef59420/connectwise-psa.svg "ConnectWise PSA")](https://www.g2.com/products/connectwise-psa/reviews)
ConnectWise PSA

Information Technology and Services

60.6%

Computer & Network Security

8.1%

Computer Networking

5.1%

Computer Software

4.0%

Telecommunications

3.2%

Other

19.0%

[![Klipfolio](https://images.g2crowd.com/uploads/product/hd_favicon/8e201f1179bebcb28042be72b687437b/klipfolio.svg "Klipfolio")](https://www.g2.com/products/klipfolio/reviews)
Klipfolio

Marketing and Advertising

17.9%

Computer Software

14.6%

Information Technology and Services

10.4%

Internet

4.6%

Hospital & Health Care

3.8%

Other

48.8%

Alternatives

**ConnectWise PSA Alternatives**

 ![Autotask](https://images.g2crowd.com/uploads/product/hd_favicon/9559fdffaf71b8ac31b2e3c064ed8ed7/autotask.svg "Autotask")

[
Autotask
](/products/autotask/reviews)

 ![Accelo](https://images.g2crowd.com/uploads/product/hd_favicon/60589c683a177a3488b0a63b39ead36d/accelo%282%29.svg "Accelo")

[
Accelo
](/products/accelo/reviews)

 ![ManageEngine ServiceDesk Plus](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_37c6d8c3327b87e6ede50091d70592c3/manageengine-servicedesk-plus.jpg "ManageEngine ServiceDesk Plus")

[
ManageEngine
](/products/manageengine-servicedesk-plus/reviews)

 ![Salesforce Sales Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Salesforce Sales Cloud")

[
Salesforce Sales Cloud
](/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

**Klipfolio Alternatives**

 ![Domo](https://images.g2crowd.com/uploads/product/hd_favicon/4addbaa38068707b69040d20adb0fbc5/domo.svg "Domo")

[
Domo
](/products/domo/reviews)

 ![Grow.com](https://images.g2crowd.com/uploads/product/hd_favicon/1554923865/grow-com.svg "Grow.com")

[
Grow.com
](/products/grow-com/reviews)

 ![Looker](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_aeae116c52945fdecd7ed16d621cb315/looker.png "Looker")

[
Looker
](/products/looker/reviews)

 ![Databox](https://images.g2crowd.com/uploads/product/hd_favicon/ffad6a4c66ff9af043b0dab8d65bc714/databox-databox.svg "Databox")

[
Databox
](/products/databox-databox/reviews)

## ConnectWise PSA vs Klipfolio

When assessing the two solutions, reviewers found Klipfolio easier to use, set up, and administer. Reviewers also preferred doing business with Klipfolio overall.

- Reviewers felt that Klipfolio meets the needs of their business better than ConnectWise PSA.
- When comparing quality of ongoing product support, reviewers felt that Klipfolio is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Klipfolio over ConnectWise PSA.