Agency Service Primer for Klipfolio + HubSpot

Interested in expanding your service offerings? Learn more about the services you can offer your clients with Klipfolio and its HubSpot integration.

klipfolio-logoBy partnering with Klipfolio, your agency can offer:
  • Custom reporting and dashboards that combine data from all the tools in your client's marketing stack
Plus, it will all be integrated with your client's HubSpot CRM. 

What is the service?

Custom reporting and dashboards to differentiate your services and empower your clients. Today’s leading agencies are leveraging a data-driven approach to track their internal business, generate winning proposals, and communicate performance results with clients.

As an agency using Klipfolio, you'll be able to:

  • Grow your recurring revenue
  • Show clients results in real-time
  • Replace manual reporting with automated dashboards
  • Monitor and manage multiple client accounts in one place

From winning new clients to automating administrative tasks or building out new services, Klipfolio helps you become the strategic data partner your clients can’t live without.

Who is an ideal client?

Small and medium sized businesses looking for solutions to help them scale without breaking the bank. The ideal client is continuously facing pressure to justify their marketing spend and showcasing their results to their managers. Klipfolio enables you to create custom dashboards for your clients that pull data from virtually anywhere to help your clients showcase their value and performance to their own organization.

How does it complement Inbound?

There are so many tools out there that do different parts of managing and improving our inbound marketing efforts, but they fall short when it comes to getting a clear picture of all of the data they collect in one place.  Klipfolio bridges this gap. Being able to utilize data from all the different tools in your marketing tech stack (SEO, SEM, PPC, Social, Email, etc…) is becoming more invaluable every day. Save time and effort you used to spend on all those manual spreadsheets and start spending more time helping clients develop a deeper, clearer understanding on how to grow their business!

Get Klipfolio to help your agency grow

25+ integrated software solutions, available at no cost to Platinum and Diamond HubSpot Agency Partners

Interested in other agency services?

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