Deftly Reviews & Product Details

While there is some set-up time required to get used to the Deftly platform, it went very smoothly, especially with Evan's assistance! Once I was familiar with things, our reporting became so much easier every month. We were able to crank out our paid advertising reports in around 25% of the time it was taking to produce a manual report. Plus, we were able to devote more time to proper analysis and recommendations each month, which really benefits our clients! Deftly's support is always super fast with responses and willing to spend the time to make sure you know how to perform various functions. Review collected by and hosted on G2.com.

Like anything, it requires a few hours initially to get reports set up and become familiar with the app. Honestly, this would apply to any new platform you migrate to. Review collected by and hosted on G2.com.

Easy to create compelling cross-channel marketing reports that visually communicate the story we want to tell from our marketing data. Plus, the support has been top-notch - fast and effective (Thanks, Evan!). Review collected by and hosted on G2.com.

Most of the 'negatives' are related to some of the nuances/processes of creating reporting elements. With time, I think/hope they will continue to improve the creation process. Even with these minor issues, this is still the best solution we've found for client reporting - it fits our needs perfectly. Review collected by and hosted on G2.com.

The interactive charts are great for clients.

You can basically replicate reporting from several sources in one spot.

Once set up you can just copy your reports and change the dates and it creates a new report for that month.

Customer service was outstanding in helping us get up and running. Review collected by and hosted on G2.com.

It has a pretty steep learning curve to start, and the visuals could be a little more polished. Review collected by and hosted on G2.com.

I highly recommend Deftly as a comprehensive analytics reporting/analyzing tool for websites, Google My Business listings, internet ads and other online assets. My firm has been using the Deftly platform for approximately three months now, and I don’t know how we did without it! If you are searching for a reporting tool, sign up for the Deftly free trial. You will quickly realize the benefits!

Because we offer multiple services such as website development and search engine optimization as well as internet ads, we needed a reporting platform to drastically reduce the time spent generating multi-dimensional reports for clients; we needed client reports that could document our successes and also allow us to point out areas in need of improvement (for upselling). I was searching for an easy-to-use reporting platform that would allow us to incorporate statistics across platforms quickly and professionally, but none of the available platforms I found were comprehensive enough to include such a range of online assets at an affordable price point. Then I found Deftly and Deftly meets our needs with ease!

Using Deftly, we can create professional, colorful, client-branded, white-labeled charts and tables – and provide comments on the stats represented within the report. With Deftly we can incorporate data from Google Analytics, Google Search Console, Constant Contact, Google My Business, Facebook, Facebook Ads, Google Ads, Microsoft Ads and more (and they continue to add new platforms, too). Not only can Deftly incorporate data from these various sources, it can create charts utilizing multiple sources of data within the same chart.

As part of the excellent support during the onboarding process, our first set of client reports was formatted for us. Those initial reports gave us insight into the broad capabilities of the platform. Immediately after, with excellent, continued support, we were able to create numerous, meaningful client reports easily and quickly.

The customer support remains phenomenal: emails and phone calls are answered expeditiously and answers are always thorough and comprehensive with offers for continued assistance and future availability to provide assistance. During support calls and in following up, insightful suggestions are made for deeper analysis of the data and/or suggestions to analyze the data differently to uncover more meaningful views of already existing data. I personally just can’t say enough about the level of support from this business; it is consistently top-notch.

Review collected by and hosted on G2.com.

There is an online access portion of the Deftly platform for desktop viewing that we do not use currently that should be mentioned. That feature allows our clients online access to the reports with secure login credentials. This online access allows the desktop viewer to interact with the data, i.e., highlight and sort the data within the report, without the ability to change the data. It’s a great feature, and we hope to utilize this more in the future. Review collected by and hosted on G2.com.