IPfolio Reviews & Product Details

IPfolio is a very powerful tool for organizing, storing, and managing our IP portfolio. With IPfolio I can keep track of my IP applications such as number of applications, prosecution status, office actions, costs, etc. After our implementation period we went through a long period of internal re-structuring. After a few years we started using IPfolio again, and the IT support team has helped us to update our databases and has also helped us customize it for our current needs. I have received training from the IT support expert Kevin Nugget and have mastered the use of the tool. I now can create my own templates, my own new fields, customize the pages for our needs/use, and I can keep track of budget and do cost forecasting for the following years all bymyself. What I like most about Ipfolio is that no matter how offen I need guidance, the IT support expert is always responsive and replies to all of my questions within minutes. I do not think I can find such kind of technical support anywhere else. Review collected by and hosted on G2.com.

Nothing really. IPfolio can do all I need and even more. Review collected by and hosted on G2.com.

Easy to manage and navigate through the portal Review collected by and hosted on G2.com.

User interface can be improved for better navigation Review collected by and hosted on G2.com.

I love everything about the product, from the fully customizable interface to the robust reports and dashboards. Working in IPfolio as an administrator, I can't emphasize enough how well-designed and constructed this product really is. Review collected by and hosted on G2.com.

I've been using IPfolio day in, day out for close to 6 years now, and have yet to come across something I dislike. Review collected by and hosted on G2.com.

The functionality, workflows and customizable options of IPfolio are critically important toward successfully managing global intellectual property assets all in one place. From a complete invention disclosure process that includes an online inventors’ portal and interactive patent review process to an e-Billing API integration. IPfolio is collaborative, adaptable, clever, intuitive, smart, trustworthy and affordable.

More importantly, the team at IPfolio who make it all happen are knowledgeable, supportive, friendly and enthusiastic about what they do and about the company. I have worked with Kevin on several exciting and challenging projects, and he always goes above and beyond. Kevin is incredibly personable, highly technical, very approachable and always responsive. He cares about his customers, and he gets any job done. Other key IPfolio team members who have made my experience with IPfolio so positive are Brandon and Tyler. Their expertise and professionalism have also increased my ease of use and understanding of how to get the most out of this state-of-the-art cloud-based IP management software. Review collected by and hosted on G2.com.

I have been a very happy and satisfied IPfolio user for three years and could not be happier. Review collected by and hosted on G2.com.

Sync logs- would like this option expanded into other jurisdictions and for other Type of Rights (i.e. design/utility models); ability to customize fields and workflow rules for other business purposes Review collected by and hosted on G2.com.

Need for a lot of custom enhancements- wish more were standard; family graphs not easily viewable Review collected by and hosted on G2.com.

Based on Salesforce Lightning our implementation of IP Folio is a very modern cloud based system which is highly adaptable and configured to our needs.

Specific areas of high value, compared to other IPM systems we have used or tested:

- Very modern user interface, that is beautiful and easy to work in

- Email integration, fast and easy tracking of communications

- Advanced reporting and beautiful dashboard capabilities

- Ability to easily change user interface layouts, work flows, reports, dashboards and so on.

Review collected by and hosted on G2.com.

- IP Sync, connection with patent offices needs to be improved, it basically only works in a useful way with USPTO. On the other hand, do not know of any other IPM system doing this better.

- Document management integration (meaning how you can edit and work on documents like word directly from the system) is not fully integrated into system, you need to connect Sharepoint, Dropbox or similar software. From these Sharepoint is preferred but is not an easy set up task. This can also be seen as a advantage, since to my knowledge no other IPM system allows connection to Sharepoint.

- Reporting capabilities are quite advanced, but if wanting to create advanced workflows with PDF/Word-documents and multiple connections between objects (patents, trademarks, agreements and so on) it is needed to use the Conga software, which is highly advanced but needs additional licenses, understanding and support. On the other hand, Conga is extremely powerful, and you can benefit from the whole Salesforce community and service providers. Review collected by and hosted on G2.com.

It's flexible and easy to make customizations. Customer service is also top notch. Review collected by and hosted on G2.com.

It can be very complicated to use or understand all of the features. Review collected by and hosted on G2.com.

IPfolio upgraded us to Salesforce's new Lightning framework a few months back. Beyond the obvious UI/UX improvements, Lightning has opened the door to new functionality/features that were previously impossible and we look forward to the continued tight-knit partnership with IPfolio to take advantage of this. We have been very happy with the improvements and Lightning continues to keep IPfolio at the forefront of IP management systems. Review collected by and hosted on G2.com.

There is still the odd bug here and there as a result of our transition to Lightning. The IPfolio team has been quick to resolve once we raise an issue. Review collected by and hosted on G2.com.

Phenomenal customer support from their entire organization from the bottom to the top. And I should mention I'm ECSTATIC about the upcoming integration between IPfolio and Innography -- that feature alone would have brought me to the table when we were evaluating new IP mgmt platforms. Review collected by and hosted on G2.com.

The family tree diagrams could be better. Review collected by and hosted on G2.com.

PAIR sync. Intuitive interface. Quick turn around for feature requests and bug fixes. Needed features are at your fingertips. Process flows work well with how we work. Review collected by and hosted on G2.com.

Some of the data transfer from our old system is not clean. The system is not able to use disclosure numbers that meet our needs. After three months, auto-numbering for our docket numbers and family numbers have not been implemented to our specs. No attempt was made to duplicate existing reports from our old system. However, the pluses to this system far outweighs the minuses. Review collected by and hosted on G2.com.