Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Haystack Reviews & Ratings
    201 Ratings
    Company Website
  • Cerberus FTP Server Reviews & Ratings
    158 Ratings
    Company Website
  • OpenVPN Reviews & Ratings
    198,253 Ratings
    Company Website
  • Arlo Training Management Software Reviews & Ratings
    226 Ratings
    Company Website
  • Linq Reviews & Ratings
    583 Ratings
  • Paired Plus Reviews & Ratings
    114 Ratings
    Company Website
  • iPlum Reviews & Ratings
    8,991 Ratings
    Company Website
  • Guardz Reviews & Ratings
    56 Ratings
    Company Website
  • ManageEngine Log360 Reviews & Ratings
    74 Ratings
    Company Website
  • Thinfinity Workspace Reviews & Ratings
    14 Ratings
    Company Website

What is Workfolio Directory?

Effortlessly create a comprehensive directory that aligns perfectly with the specific requirements of your organization. This solution is favored by both Fortune 500 firms and innovative startups for managing internal, public, and private client-facing directories with utmost efficiency. It provides all the essential elements within a single, all-encompassing directory solution, showcasing features like custom fields, dropdown selections, various profile formats, adaptable templates, optional content approval processes, private client microsites, API integrations, and much more! Tailored profiles act as a strategic advantage for organizations seeking to attract new clientele. With Workfolio Directory, you can harness the power of specialized profiles on private client microsites, complete with distinctive branding, to boost client interaction and stimulate business growth. Organizations often utilize various member profiles to accommodate different requirements, which can include a public profile showcased on the organization’s website, internal CVs, and other iterations crafted specifically for client proposals. This adaptability guarantees that every engagement is customized to fulfill the expectations of a wide array of stakeholders effectively, ensuring that no potential opportunities are overlooked. By leveraging this versatile approach, organizations can enhance their overall communication strategy and client relationships.

What is Client Hub?

Our all-in-one solution combines automated task management with client communication, empowering accounting firms to build stronger client relationships while optimizing workflows for quicker task completion. Eliminate the frustration of delays stemming from clients' slow responses, as our web and mobile applications revolutionize communication and reduce email clutter. Say farewell to juggling a complex tech stack; instead, welcome Client Hub as your go-to platform for managing workflows, client interactions, a client portal, file sharing, and much more. You can conveniently set recurring tasks, automatically initiate Client Tasks, and receive alerts for overdue items. A notable feature is our capability to automatically create Client Tasks from uncategorized transactions in QuickBooks, streamlining your processes even further. Designed specifically for cloud accounting and bookkeeping professionals, our platform is committed to providing features that ensure a fluid workflow tailored to your specific needs. Effortlessly share files using mobile or drag-and-drop methods, and keep your operations organized with distinct client-facing and internal folders for each client. This organized structure not only aids in maintaining clarity but also significantly enhances productivity. By opting for our solution, firms can anticipate improved efficiency, which will ultimately lead to enhanced operations and greater client satisfaction.

Media

Media

Integrations Supported

Microsoft Azure

Integrations Supported

Microsoft Azure

API Availability

Has API

API Availability

Has API

Pricing Information

$99 as a flat rate per month
Free Trial Offered?
Free Version

Pricing Information

$32 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workfolio

Date Founded

2009

Company Location

United States

Company Website

www.workfolio.com

Company Facts

Organization Name

Client Hub

Date Founded

2017

Company Location

United States

Company Website

clienthub.app

Categories and Features

Directory

Advertising Management
Customer Portal
Design / Layout
Listing Management
Payment Processing
Review Management
SEO Tools
Search / Filter

Categories and Features

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Popular Alternatives

Real Directory Reviews & Ratings

Real Directory

Real Time Solutions

Popular Alternatives

DirectoryEngine Reviews & Ratings

DirectoryEngine

EngineThemes
HR Directory 365 Reviews & Ratings

HR Directory 365

Beyond Intranet
MarketGrabber Reviews & Ratings

MarketGrabber

AlphaPlex
Axero Reviews & Ratings

Axero

Axero Solutions