# Graphly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Graphly the right Dashboard solution for you? Explore 18 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/206580/Graphly/reviews --- Graphly 4.4 (18) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Graphly Ease of use 4.3 Customer Service 4.5 ## Showing most helpful reviews Showing 1-18 of 18 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Matthew B. Marketing Director Architecture & Planning Used the software for: 1-2 years ### "Excellent InfusionSoft-integrated solution" July 13, 2020 5.0 This solution helped us get some of the dashboard features found in more expensive CRM programs like Salesforce that we desired. Additionally, Graphly provides insights into our CRM and opportunities that InfusionSoft doesn't necessarily have inherently built-in, such as aging opportunities, funnels and conversion rates, etc. Graphly's customer service and support team are also excellent to work with. They are quick to respond and help with any problems experienced. Resolutions typically take less than 15 minutes. Pros Our leadership team was interested in a visual dashboard program that integrated with InfusionSoft and Graphly definitely delivered! We've been using it for close to two years now and each of our sales personnel and leadership each have a user account and a dashboard personalized for them. They love being able to see at-a-glance where they are both monthly and yearly for sales, and our product team enjoys being able to see where they are at revenue-wise. Cons Graphly is pretty well-rounded, and often the only limitations for Graphly have to do with limitations with InfusionSoft itself and it's API schema. To that effect, we found for instance, that InfusionSoft technically doesn't have an API field code for the closed date on an opportunity (which is very weird to me). This specifically affects Graphly because if someone goes in and modifies/saves a Closed Won opportunity a couple months later for some reason, the opportunity starts showing up in Graphly in the month in which it was most recently saved. This means we find that the numbers in Graphly don't quite add up to what they are showing in InfusionSoft for some reason. It's less than +-1% so we just remember to keep that in mind when viewing the charts and make sure to train our people not to be modifying closed opportunities. Reason for choosing Graphly We actually started with the free trial of Graphly and liked it so much, we went straight to the paid version. We really didn't scope out other products once we got into it because it provided everything we were needing. Review Source CC Chett C. Marketer Real Estate Used the software for: 1-2 years ### "Best reporting tool for Infusionsoft" July 7, 2020 5.0 Pros We bought Infusionsoft with hopes of taking our marketing and sales to the next level. Our sales and marketing teams were certainly performing much better, but couldn't get insight into what was really happening. Infusionsoft's limited reporting took a lot of time to configure or simply didn't allow us to build what we wanted to see. We could Graphly in 2016 and it made all the difference. We could easily create visual dashboards and show how our marketing campaigns we performing, which leads or sales reps generated the most revenue, and get actual churn data for our software service. Setting Graphly up was easy. Each report template gives you a detailed video on how to setup the report and how to customize it for your business. They also have a handy UTM builder and tool to keep your Infusionsoft lead sources cleaned up. Cons I'd like to see some attribution or ROI reports for my Facebook and Google ads, but I'm told that is happening sometime in 2020 or 2021. Alternatives considered [SegMetrics](https://www.capterra.com/p/206769/SegMetrics/) Reason for choosing Graphly Other reporting tools didn't have the depth of integration with Infusionsoft that Graphly does. They all had surface level reports, but nothing as detailed as Graphly. The two cofounders of Graphly were some of the original employees at Infusionsoft, so they know the Infusionsoft API and platform really well. They have done an amazing job. Review Source SP Sebastian P. Media & Technology Director Real Estate Used the software for: 1-2 years ### "Has potential" July 20, 2020 3.0 Good at the beginning but started finding a lot of limitations to the software as new reports were requested of me. Had to go back to Infusionsoft and create charts on Excel. Pros Nice interface and fast load time. Being able to add photos and formatted text to the dashboard also helps a lot. Cons Does not work for custom statistics. I found lots of limitations not long after purchasing the software. Most of the template widgets are useless. Support takes really long to answer Reason for choosing Graphly There were no alternatives. Review Source John B. Founder Marketing and Advertising Used the software for: 1-2 years ### "Quality Dashboard For Small Business Owners" July 16, 2020 5.0 Great product. Amazing support team. I highly recommend to small business owners. Pros With Graphly, I can get a birds eye view of how our marketing, sales and operations team is performing in an instant. Cons I wish we had more integrations - LinkedIn comes to mind. Occasionally a little buggy. This is primarily due to an API update which is fixed promptly. Alternatives considered [Klips](https://www.capterra.com/p/130237/Klipfolio-Dashboard/) Reason for choosing Graphly Easier integration and set up time. Graphly doesn’t do as much as Kipfolio, however, for what I require it was much better value. Review Source CH Chad H. Director of Marketing Real Estate Used the software for: 2+ years ### "Great if you run your business through Infusionsoft " July 20, 2020 4.0 Graphly overall is pretty good. As soon as I find a better solution I will probably use it, but in the meantime graphly is great Pros It is really easy to set up. Each chart is simple and gives me real time data based on the tags that I have. Cons The difficulty we have with Grassley is that we don’t run our whole business through infusion soft, so the only graphs and charts I am able to create are based on adding tags. This significantly limits my ability to visualize the data Reason for choosing Graphly Clipfolio was hard to implement Review Source MD Max D. Director of Marketing and Strategy Building Materials Used the software for: 1-2 years ### "Great software for business analysis" July 13, 2020 5.0 Graphly has solved our problem of needing a clear way to see our sales metrics. Pros We use Graphly to track everything that goes on with our sales team. It integrates very well with infusionsoft/keap and they always have the graphs we need. Each graph has easy to use directions and instructional videos. Cons We actually did not find any cons to using this software. Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reason for choosing Graphly Better pricing and service Review Source SG Stella G. Scientist Higher Education Used the software for: 2+ years ### "An essential web tool" May 6, 2022 5.0 Satisfactory Pros We have used this software to track the web sales of the company. The most powerful feature I like most is the capacity of forecasting the revenues based on the goal probability. It also shows the products that are trending. Of course there are a ton of other possibilities you can apply this software. Cons I also discuss with my IT department this softwares could be user-friendly Review Source KG Kelly G. Attorney Law Practice Used the software for: 1-2 years ### "Great tool for monitoring daily sales stats" July 7, 2020 5.0 I have been very pleased with Graphly. It is easy to use and intuitive. I had my dashboard set up in minutes! Pros We use Graphly to monitor sales statistics from Infusionsoft. It is very easy to set up. I've made it my home screen on my Chrome browser, so every time I go to the internet I get up to date information on my business. Cons I would like more advanced options, such as conditional rules (if...then...else). Review Source Troy H. Founder at SoTellUs Marketing and Advertising Used the software for: 1-2 years ### "A Great Way to Know Your Numbers" July 7, 2020 5.0 It was very easy to set up and the graphs look amazing. Pros What I love about Graphly is that it shows me my company numbers at a glance. We struggled to get the data we needed out of Infusionsoft but Graphly did it for us and now we can monitor our numbers in real-time. Cons I really cannot complain about anything. It is a great software. Review Source DH Daniel H. VP, Marketing Leisure, Travel & Tourism Used the software for: 2+ years ### "Great for Building Dashboards" July 20, 2020 4.0 Our executive team needed a way to track numerous metrics of prospects' journey through our sales process. We rely on Graphly to provide a simple to understand dashboard for our team, that shows us how we are performing at every step of there sales funnel. Pros Easy integration with Infusionsoft. Straightforward graphs/data presentation. Cons Understanding what some of the settings mean within different widgets can be difficult to understand. But most of them are easy enough to figure out by selecting them, and then observing the data that is returned. Review Source RW Ross W. Owner Marketing and Advertising Used the software for: 1-2 years ### "Graphly is perfect" July 7, 2020 5.0 Wonderul! Pros Literally exactly what we needed in reporting! Quick to setup, lots of pre-made templates, support is friendly, and so beautiful to look at! Cons Nothing, works just as expected. If there were issues their online support is there. Review Source Greg G. Social Media Marketing Manager Mental Health Care Used the software for: 6-12 months ### "A must-have for Infusionsoft users" July 17, 2020 4.0 Pros We set up Infusionsoft to track an enormous amount of data in our intake process (we = Mental Health Clinic). Sadly, Infusionsoft is terrible at data reporting. Graphly to the rescue! Finally, I can see our data mapped out in front of me. It's easy to use and easy to share reports I create. Cons I would love to see more options on how to customize the widgets. They are overall great - but sometimes I don't need one thing and would like to take it out, but I can't. No big deal, but it's a thing. Review Source SE Spencer E. Project Manager Construction Used the software for: 2+ years ### "Graphly is a good product to purchase" July 7, 2020 5.0 I use it weekly to create reports to send to upper management. It is easy to use and create custom reports. Pros Our company president really likes seeing the graphs and charts that are pulled from our CRM reports Cons I would like to see more custom reports Review Source TF Todd F. Attorney Law Practice Used the software for: 1-2 years ### "Great Real Time Data" July 7, 2020 5.0 Good. Pros It is by far the easiest dashboard I have found with Infusionsoft. So much easier then trying to go into IFS and pull reports. I think of new things every month to add. Cons I wish there was a way to pull some data from other sources. (Quickbooks, Bank Accounts, Clio, etc.) Review Source KR Kevin R. Director Construction Used the software for: 6-12 months ### "Takes some learning, but shows good results" July 14, 2020 3.0 Produces a graphical display for our use of Keap Pros Love the graphical displays that are produced easily from the software out of the box Cons It takes some time to get your head around how to get meaningful data displayed right Review Source TS Tim S. Head Coach Marketing and Advertising Used the software for: Less than 6 months ### "View the data you need to make decisions" July 16, 2020 5.0 Easy business intellegence for Infusionsoft users without complex system integration. Pros Charts make understanding your data easy and worthwhile. Cons Graphly has gone to great lenght to make your CRM (Infusionsoft/Keap) data usable. Since the are a third-party add-on there is some limitation to what data is available. Alternatives considered [Google Data Studio](https://www.capterra.com/p/190616/Data-Studio/) Reason for choosing Graphly Ease of setup and use. Review Source GG Gordie G. Tattoo artist Arts and Crafts Used the software for: Less than 6 months ### "Product didn’t work" March 3, 2023 1.0 Shady business practices. No customer service. Useless. Pros There are no pros I ordered it and t didn’t work...Ask for a refund multiple times and they wouldn’t even reply. Cons Ask for a refund multiple times and they wouldn’t even reply. Review Source MG Melonie G. freelance typist Writing and Editing Used the software for: I used a free trial ### "Graphly is a decent item to buy" August 2, 2021 5.0 easy to set up and user friendly Pros What I love about Graphly is that it shows me my organization numbers initially. We attempted to get the information we required out of Infusionsoft yet Graphly did it for us and presently we can screen our numbers progressively. Cons Diagrams make understanding your information simple and beneficial. 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