Case Study: Aimsio, a cloud-based field services management provider, achieves real-time, centralized KPI tracking and proactive reporting with Klipfolio

How Aimsio uses powerful dashboards to enhance reporting

Aimsio is a cloud-based field services management company that centralizes field data to eliminate paper tickets, disconnected systems, and revenue leakage. Facing fragmented reporting from multiple tools (HubSpot, JIRA, Zendesk, internal databases and APIs), the team needed a flexible dashboard solution that could integrate all sources and let them slice data the way they wanted.

They adopted Klipfolio to centralize KPIs and build tailored dashboards for sales, marketing, support, web analytics and development. With real-time, consolidated views—most notably a sales dashboard used in weekly meetings—Aimsio can track hundreds of metrics (e.g., qualified leads, open/resolved tickets, website visits, social engagement), shift from reactive to proactive decision-making, and improve efficiency across teams.

Aimsio

Erin Christensen

Content Marketing and Social Media Specialist