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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.

Description

At the core of effective employment management lies the necessity of keeping your team's information relevant and current. With Workbase, you can be confident that your data is precise. Having a clear understanding of the skills and qualities present within your organization enables you to make informed decisions regarding hiring, training, and managing performance. You will never overlook an employee's time-off request or an important occasion like a performance review again. Workbase allows you to quickly view and address requests with ease. You will know precisely how much leave each employee has remaining, as Workbase will automatically update the count of days off after approvals. Additionally, you can effortlessly identify who will be absent and the reasons for their absence. Decisions regarding incoming requests become streamlined, and our color-coded calendar highlights which requests require your approval, enhancing overall efficiency in managing your team's availability. This comprehensive approach ensures that you maintain a well-organized and responsive workplace environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$12 per month
Free Trial Yes 
Free Version No 

Pricing Details

$2.10 per employee per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clientrol

Founded

2016

Country

Ireland

Website

clientrol.com

Vendor Details

Company Name

WorkbaseHR

Country

United Kingdom

Website

workbasehr.com

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Human Resources

360 Degree Feedback Yes 
Applicant Tracking Yes 
Attendance Management Yes 
Benefits Management Yes 
Career Development Planning Yes 
Compensation Management No 
Compliance Management No 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management Yes 
Recruiting Management Yes 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets No 
Training Management No 

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