Cutting-Edge Content Hubs
Selling and retaining is hard. Let’s change that.
Only 20%
of B2B buyers want to interact with reps in person
98%
of B2B buyers prefer receiving sales content via websites
As featured in
The Value of Client Microsites
Microsites help you match your content and tone to each potential client, distinctively differentiating your organization and increasing new client win-rates.
Engagement
Insights
Differentiation
Get in touch
Workfolio has helped leading organizations around the world
Microsites Dashboard
Microsites gives your organization everything it needs to pitch new business to clients and prospects.
- Platform At-a-Glance
- Real-time Activity Log
- Deep Visitor Insights
“Directory and Client Microsites greatly enhances our client experience and is a powerful differentiator for us in the market”
Stacey Force
VP of Global Marketing
MICROSITE
Easily create highly-engaging content for your audience
Site Builder
Easily build Microsites using dozens of templates and content widgets.
Team & Capabilities
Showcase your team’s expertise with professional profiles tailored to the audiences needs.
Files & Resources
Organize and share relevant documents, links, and media creating a single source of truth of the most up-to-date information.
PROFILES
Manage all of your member profiles in a single place
Profile Variants
Organizations often have different member profiles to meet different needs. There may be a public profile on the organization’s website, CVs for internal use and other versions tailored to specific client pitches.
Profile Templates
Use targeted profiles on private client microsites with specific profiles and custom client branding to increase client engagement and win more business.
Change Approvals
Make it easy for members and administrators to keep profiles up to date, while enabling you to see and approve updates before going live.
DASHBOARD
Everything you need to know at a glance
Microsite Management
Easily monitor the health of your network with a clear overview of active microsites, clients, members, affiliates, and content libraries.
Insightful Engagement Summary
Track member behavior and engagement trends with visual summaries of total visits, average visits per microsite and member, and time spent per visit—helping you evaluate what’s working.
Real-Time Member Activity Feed
Stay in the loop with live updates on member actions—see who’s interacting with your microsites, when, and how, for more informed follow-up and support.
analytics
Understand how your microsites perform at every level
Metrics with Historical Context
Quickly assess performance with all-time stats for total visits, engagement per microsite and member, and average session time—each benchmarked against past performance for added context.
Microsite-Level Breakdown
Track clients, member count, visit totals, and average time spent to identify high-performing projects and spot engagement gaps.
Microsite Features
Admin
- Account Dashboard
- Insights Summary
- Affiliates Branding
- Custom Affiliates URL
- Custom Client Sidebar
- Microsite Visibility
- Tags and Filters
- Media Library
- Media Tags & Filters
- Help Center
- User Log
- Password Protection
Microsites
- Book A Meeting
- Live Chat
- Member Invites
- Feedback Collection
- Document Signing
- Client Area
Create a Compelling Microsite
1
Build
In just a few easy steps, create a custom page tailor-made for each of your clients. Impress your prospects, increase client engagement and win more new proposals.
- Admin Contacts
- Profile Cards
- Categories
2
Engage
Present a stunning, welcoming personalized site to your clients that includes their branding – everything from their logo to their official colors. Clearly capture project goals and elements in each custom microsite.
- Custom Client Sidebar
- Advanced Settings
- Page Visibility
3
Analyze
Easily create a custom URL and a secure, private password-protected page exclusive to every client.
- Admin Contacts
- Profile Cards
- Categories
Microsites User Experience
Microsites Features
Microsites Overview
With Workfolio Client Microsites you can create project teams to add content and collaborate on your project Microsite. Add, delete, and edit members information to add to their custom profiles.
- Notification
- Live Chat
- Client Area
Microsites Overview
With Workfolio Client Microsites you can create project teams to add content and collaborate on your project Microsite. Add, delete, and edit members information to add to their custom profiles.
- Notification
- Live Chat
- Client Area
What the customers are saying...
4.9 Rated
Workfolio has been a great partner and has continued to evolve its products to meet the needs of its customers. They are extremely responsive and helpful. I give them a double thumbs up!
Holly T.
President
4.9 Rated
Very responsive company. Listened to our needs as far as future roadmap and provided access to resources when support needed.
Don R.
Managing Director
4.9 Rated
In most B2B selling situations, the client has several types of buyers; i.e. economic, user, technical, etc. And the seller team had several different members including sales, pre-sales, technical, executive to name a few. Each buyer type needs different information at different times throughout the buying cycle usually delivered by different seller team members. Workfolio does an incredible job of digitally transforming these interactions. Providing the correct information at the right time delivered digitally is a game changer!
Bill L.
Managing Director
4.9 Rated
A new directory can be set up in minutes and it is easy for non-designers to create beautiful directories.
Marc S.
Operations Coordinator
4.9 Rated
A new directory can be set up in minutes and it is easy for non-designers to create beautiful directories.
Marc S.
Operations Coordinator
4.9 Rated
Workfolio has been a great partner and has continued to evolve its products to meet the needs of its customers. They are extremely responsive and helpful. I give them a double thumbs up!
Holly T.
President
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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.
