Workfolio Client Microsites 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Workfolio Client Microsites

4.0

(1)

Pricing

Pricing available upon request

About Workfolio Client Microsites

Workfolio Client Microsites allows businesses to demonstrate relevant, real-life examples of work to clients, prospects and referral partners. Users can customize microsites according to requirements to create a direct line of communication between teams and customers.

Teams can collaborate with clients to design and build a private, co-branded web portal. Businesses can use a drag-and-drop interface to quickly update and modify microsites. The platform helps users manage client information, engage clients and deliver customizable content. Additionally, firms can track activities including visited microsites or downloaded resources and create custom contact forms.

Using Workfolio Client Microsites, organizations can display case studies and marketing collateral such as videos, documents and client testimonials. Pricing is available on request and support is extended via a knowledge base, phone, email and other online measures.

Workfolio Client Microsites Screenshots

Workfolio Client Microsites Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Pricing available upon request

No plan information available

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Workfolio Client Microsites Features

Popular features found in Sales Enablement
Collaboration Tools
Content Library
CRM Integration
Email Management
Engagement Tracking
Lead Scoring
Performance Management
Process/Workflow Automation
Sales Planning
More features of Workfolio Client Microsites
Access Controls/Permissions
Active Directory Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Archiving & Retention
Chat/Messaging
Client Portal
Commenting/Notes
Content Delivery
Content Management
CRM
Customizable Branding
Customizable Forms
Customizable Templates
Data Security
Document Management
Document Storage
Drag & Drop
Email Templates
Employee Portal
File Sharing
For Sales Teams/Organizations
Interaction Tracking
Personalization
Real-Time Chat
Real-Time Data
Real-Time Notifications
Reporting/Analytics
Reporting & Statistics
Sales Onboarding & Training
Sales Trend Analysis
Search/Filter
Secure Data Storage
Self Service Portal
Single Sign On
SSL Security
Template Management
Third-Party Integrations
Unified Directory

Workfolio Client Microsites Integrations

Twitter/X

Workfolio Client Microsites User Reviews

Overall Rating

4.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Customer support

4.0

Functionality

4.0

Have you used Workfolio Client Microsites and would like to share your experience with others?

Ulrich N.

Verified reviewer

Medical Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2023

Great Workfolio Client Microsites

Efficient prospecting, customer management and delivery organization are just some of the features offered by this software. Making a free trial available would be excellent.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Workfolio Client Microsites is a great piece of software! It helps me to prospect efficiently and find customers; magical, isn't it? I can take stock of my activities and organize my deliveries.

Cons:

It's understandable that this software doesn't have a free version. But a free trial with limited functionality could be considered.

Showing 1 - 1 of 1 Reviews