--- title: "Workfolio Directory Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Workfolio Directory Software - reviews, pricing plans, popular comparisons to other Org Chart products and more." source_url: "https://www.capterra.com/p/213099/Workfolio-Directory/" page_type: "product" language: "en" --- # Workfolio Directory Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Workfolio Directory ## What is Workfolio Directory? The most advanced, award-winning, directory software. Easily create a powerful directory for your organization. Trusted by Fortune 500 enterprises, consulting firms, associations, universities, hospitals, law firms, and government agencies all over the world. Hundreds of features including: unlimited custom fields, section types, profile templates, multiple profile variants, profile PDF's, visibility controls, content change approvals, project or committee pages with custom URL's, and more! ## What is Workfolio Directory used for? [Directory](https://www.capterra.com/directory-software/)[Org Chart](https://www.capterra.com/org-chart-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $199 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Workfolio Directory?[Manage this product listing](https://www.g2.com/products/workfolio-directory/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Workfolio Directory 4.8 (4) VS. [4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $199 Flat Rate, Per Month Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (4) Ease Of Use 4.7 (788) Value For Money 4.3 (4) Value For Money 4.5 (394) Customer Service 4.8 (4) Customer Service 4.6 (782) ## Workfolio Directory alternatives [4.3 (620)](https://www.capterra.com/p/102088/NeonCRM/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.4 (557)](https://www.capterra.com/p/76116/WildApricot/reviews/) Starting price $63.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (469)](https://www.capterra.com/p/133851/MemberClicks/reviews/) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.5 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about Workfolio Directory Overview ### What company size and specific industries is Workfolio Directory built for? Workfolio Directory is designed for organizations of any size that need advanced yet easy-to-use directory software. It fits businesses and institutions that want third-party integrations, single sign-on, and white-labeled website deployments, rather than a specific industry or sector. Features and Usability ### What are the key features of Workfolio Directory? Workfolio Directory offers directory listing management, member directories, and profile visibility controls for organizing listings and member records. It also includes customizable forms, templates, and branding, plus search/filter, reporting and statistics, website integration, payment processing, access controls, and real-time analytics for managing portals and communications. Getting Started and Support ### What training and onboarding options does Workfolio Directory offer? Workfolio Directory provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, while documentation and videos offer self-paced reference and walkthrough materials for learning product features and setup steps. Getting Started and Support ### What customer support options does Workfolio Directory offer? Workfolio Directory provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback about support is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be described from the catalog data. ## Features AI summary Based on 4,125 Org Chart reviews Capterra data shows that buyers of membership management software rank the following features as their top priorities: - **Registration Management** (**56%** of reviewers rated this feature as critical) - **Member Database** (**62%**) - **Payment Processing** (**62%**) Workfolio Directory supports all three of the features reviewers value most: **Registration Management**, **Member Database**, and **Payment Processing**. Together, these capabilities help businesses manage signups, keep member records organized, and handle transactions in one place, allowing teams to run membership operations more efficiently and provide a better member experience. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Application Management Track, manage and store the applications of potential future members, customers or candidates Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Workfolio Directory 49 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Application Management: Track, manage and store the applications of potential future members, customers or candidates - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Management: Manage, organize, and store contact information - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Directory Listing Management: Create, update or delete entries in a directory - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Templates: Pre-made examples and templates for emails - Enrollments/Onboarding: Manage the enrollment and onboarding of all new members and accepted applications - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Layout & Design: Configure publication's layout before publishing - Member Communication: Contact members listed in the database through email, SMS, social, phone, etc. - Member Database: Add, store and access information pertaining to members - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Member Portal: Online gateway through which members can access/update personal information - Member Types: Handle various types of membership based on groupings - Membership Management: Database of members to track personal information of individuals and families - Mobile Access: Access software remotely via mobile devices - Payment Processing: Accept, record, and reconcile financial transactions - Profile Change Approvals: Member changes to profiles require administrator approval per regulatory requirements - Profile Templates: Directory owners to customize the sections and order found on each profile and to standardize across the organization for uniformity - Profile Visibility Controls: Determine which profiles are public, internal, or even client-facing - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Reporting: Active reporting of data and metrics - Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reviews Management: Track and monitor reviews of products or services - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SEO Management: Optimize and manage the search engine optimization efforts for a website or digital content - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - SSO: Provides a single access point for users to access multiple cloud products without multiple logins. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Website Management: Built-in website builder or integration with third-party site --- Get Advice We can help you find the software with the features you need. Features 4.8 (4) 4.8 Based on 4 reviews ## Pricing Value for money 4.3 (4) Starter $199.00 Flat Rate,Per Month Value for money 4.3 (4) 4.3 Based on 4 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (4) 4.8 Based on 4 reviews ## User reviews Overall rating 4.8 Based on 4 reviews Filter by rating 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent HT Holly T. President Professional Training & Coaching ### "Great value, great service, easy to work with" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 31, 2021 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! Pros Great product for managing a large portfolio of professional resources. The Workfolio team worked with us to customize for our use case and the final product was outstanding. I could not have asked for better partners on the project. They were responsive, helpful, and most of all patient as we learned along the way and made many changes. These guys are the real deal when it comes to partners! Cons When we implemented Workfolio, it was a unique use case. We didn't know what we didn't know and it took longer than anticipated to get everything just the way we wanted it to work. That wasn't the Workfolio team's issue, that was OUR issue. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MS Marc S. Operations Coordinator Management Consulting ### "Quick and Easy to Create Beautiful Directories" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 December 14, 2020 Pros A new directory can be set up in minutes and it is easy for non-designers to create beautiful directories. Cons It can be difficult to find a cover photo that fits nicely, as you aren't able to preview before setting the image. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DR Don R. Managing Director Management Consulting ### "Workfolio" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 14, 2020 Very responsive company. Listened to our needs as far as future roadmap and provided access to resources when support needed. Pros This product should be used by everyone in the management consulting business. It is extremely easy to use and is a game changer as far as changing the way in which a pitch is delivered digitally. Cons There were features that related to administrative rights that were missing. However, they were added by Workfolio very quickly to our benefit and are now part of the roadmap. Workfolio has listened exceptionally well to our product feature needs. Reasons for choosing Workfolio Directory We were not looking at alternative products. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BL Bill L. Managing Director Information Technology and Services ### "Changing B2B New Client Acquisition Process" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 14, 2020 Pros 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! Cons version 1 is good, version 2 changes the game. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.