IPfolio

IPfolio

(19)
4.6 out of 5 stars

IPfolio provides collaborative IP management software that is designed for corporate IP groups of all sizes, with what you need to engage your inventors and start managing your portfolio strategically.

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Showing 19 IPfolio reviews
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IPfolio review by <span>Leslie P.</span>
Leslie P.
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Verified Current User
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Custom, Lightweight Solution

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What do you like best?

We use IP Folio strictly for our Open Source and IDS submissions. We had searched numerous tools to manage this process but IP Folio was the only one that was light weight and could be tailored to our specific process. We're also thrilled that it can track our IDS process upon application and we can create a shadow docket for our internal needs as well.

What do you dislike?

While it can do everything we need, the solutions are tied to SalesForces' capabilities, so sometimes the solution is somewhat different than how you would typically expect to solve a given scenario. But the good news is that we've always found a way.

What business problems are you solving with the product? What benefits have you realized?

Easy management of open source requests and IDS submissions which are easy for inventors and developers to submit, increasing our adoption rate.

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IPfolio review by <span>Anders B.</span>
Anders B.
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Review Source
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Verified Current User
What do you like best?

The standard setup matches all our needs, and where we were able to require some extras the flexibility of the system and of IPfolio also solved those needs.

What do you dislike?

Salesforce imposes some limitations on reporting - but by extending with the standard tool Conga Composer we were able to have excellent reporting.

If your IT team are not familiar with Salesforce you may end up between a rock and a hard place, but IPfolio does their best to help around that.

Recommendations to others considering the product

Dream big, and don't be afraid to request non-standard solutions; this may be easily solved with IPfolio support.

What business problems are you solving with the product? What benefits have you realized?

We have improved overview of IP cases, we are able to support the rest of the organisation better than with our previous system, we use less time on routine tasks.

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IPfolio review by <span>Vincent S.</span>
Vincent S.
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Verified Current User
Review Source

IPfolio Fan

Reviewed On
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What do you like best?

Customizability and reports. We can track multiple different metrics to determine what processes work best for our company. Reports allow me to create easy to digest charts for presentations to board members and execs without any additional steps.

What do you dislike?

Some relationships between objects are necessarily limited due to the nature of the Salesforce platform. For instance, if any assets create a complex patent family, it may not be easy to track (e.g. claims of priority to more than one patent asset).

What business problems are you solving with the product? What benefits have you realized?

Our company is still small and I use IPfolio to track new filings and prosecution, as well as spend on outside counsel. We have not yet leveraged the full capabilities regarding tracking patents against products or tracking revenue from patent assets.

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IPfolio review by Administrator in Consumer Electronics
Administrator in Consumer Electronics
Review Source
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Verified Current User
What do you like best?

IPfolio trikes a balance between expensive proprietary database solutions and h. As it is build on Salesforce hence offers all of the functionality provided by Salesforce. Clean user interface with a variety of customization options that enable us to tailor the application to our needs. Superb customer support team, extremely knowledgeable and responsive.

What do you dislike?

Nothing to dislike. We love it. Just need to invest some time in order to learn the application and the underlying Salesforce platform.

Recommendations to others considering the product

IPfolio strikes a balance between expensive proprietary database solutions and spreadsheet. As it is built on Salesforce hence offers all of the functionality provided by Salesforce. Clean user interface with a variety of customization options that enable us to tailor the application to our specific business processes and needs. Superb customer support team, extremely knowledgeable and responsive. Tyler Dunk has been particularly helpful in tuning the tool to our needs. IPfolio provides regular updates to the software and maturing the features. Over the course of our use, IPfolio expanded their feature offerings via partnerships with other vendors to provide even more functionality such as PAIRsync, annuities payments, billing.

What business problems are you solving with the product? What benefits have you realized?

We use IPfolio to manage our patent and trademark portfolio. In the past we used a spreadsheet. IPfolio allows us to enter and view data in a variety of customizeable formats, reduces errors and time for data entry using PAIR Sync and bulk uploads, generate report for various stakeholders

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IPfolio review by User in Consumer Goods
User in Consumer Goods
Review Source
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Verified Current User
What do you like best?

IP Folio allows a cloud system to manage your IP matters from anywhere. You can keep track of patents, trademarks, contracts, etc. The system allows to access the patents and patent applications from USPTO and EPO sites by entering the correct application numbers. The system also allows to send emails straight to each IP matter, keeping all the communication and documents related to each matter in one place.

What do you dislike?

The management of patent family can be somewhat unintuitive.

What business problems are you solving with the product? What benefits have you realized?

I no longer have to use spreadsheets to keep track of IP matters and download Patents and Patent applications for each matter as the system will retrieve them from official websites. Also, all the emails for each matter are kept in one place.

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IPfolio review by <span>Phillip M.</span>
Phillip M.
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Great product; great service!

Reviewed On
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What do you like best?

Because the system is hosted on salesforce, it is very stable and reliable. Rupert and his team have been great to work with.

What do you dislike?

Nothing. Great product and great company to partner with.

Recommendations to others considering the product

You will not be disappointed. You can spend less but you will receive far less in return.

What business problems are you solving with the product? What benefits have you realized?

We use it for invention life cycle tracking and storing prosecution related documents for our IP portfolio. Massive increase in efficiency and accuracy of data.

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