Case Study: UpHabit achieves real-time, scalable product and marketing reporting with Klipfolio

UpHabit tracks marketing and product metrics with Klipfolio dashboards

UpHabit is a personal CRM app that helps users build and maintain relationships; led by founder Neil Wainwright, the small, values-driven team wanted to become more data-driven but relied on slow, error-prone Excel and CSV reporting. Manual processes made it hard to track product and marketing progress, share insights, or scale reporting as the company grew.

UpHabit adopted Klipfolio to pull data from Mixpanel, Intercom, Google Ads and Analytics into real-time dashboards displayed company-wide. The switch eliminated much of the manual work, gave the team a single view of key product and marketing metrics, accelerated decision-making, and scaled with the business—freeing time for analysis and faster reactions to performance changes.

UpHabit

Neil Wainwright

Founder