Showcase People and Projects
The Complete Solution for Consulting Firms
We give your firm powerful tools to manage these critical interactions to grow your practice.
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Customizable Directory Platform
Customize our template for a quick setup or use Directory to power an existing staff directory on your website for internal use or for private sharing with clients or prospects.
- Custom Fields
Increase the time prospects spend with your sales content and capture prospect feedback immediately as they interact with your content
- Tags & Auto Filters
See data on how prospects interact with your sales content to see what works and send insights data to the CRM to better predict deal outcomes.
- Profile Variants
Send an immediate message of how much you value prospects’ business and stand out from competitors who still rely on email to share content.
Client Microsite Builder
Workfolio Microsites reduces preparation time and enables multiple options for showcasing client histories, pertinent team profiles, and skills and talents.
- Custom Fields
Increase the time prospects spend with your sales content and capture prospect feedback immediately as they interact with your content
- Tags & Auto Filters
See data on how prospects interact with your sales content to see what works and send insights data to the CRM to better predict deal outcomes.
- Profile Variants
Send an immediate message of how much you value prospects’ business and stand out from competitors who still rely on email to share content.
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Frequently Asked Questions
Can I switch plans?
Yes, Workfolio makes it easy to switch plans any time. The prorated difference will automatically be applied to your account.
Is there a discount for annual payments?
Yes, we offer a discount for customers who choose to pay annually instead of monthly. It’s a great way to save if you’re planning to use the service long-term.
What if I want to cancel?
You can cancel your subscription at any time. Your account will remain active through the end of your current billing period, and you won’t be charged again after that. We make the cancellation process simple and hassle-free.
Can I create an email address through Workfolio?
Yes, we offer a custom email address associated with your domain in the Executive Plan.
Is my email visible to all my website visitors?
Your email visibility depends on your privacy settings. Workfolio gives you control over what information is shared on your site. You can choose whether to display your email publicly or keep it hidden to reduce spam and maintain privacy.
Workfolio has helped leading organizations around the world
