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Average Ratings 0 Ratings

Total
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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$12 per month
Free Trial
Free Version

Pricing Details

$2.10 per employee per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

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