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About Workplate

Clara AI Deep Dive with Clara AI

Workplate is modular business software for professional services firms in India: CA and CS practices, law firms, IT services companies, agencies and consultancies. Start with the module you need and add more on the same account, with one login, one support team and one bill. - Projects: plan client engagements on boards, lists and timelines, with sprints, milestones, recurring tasks, task timers, billable and non-billable time, time approvals and AI-generated Daily Work Reports. - CRM: a pipeline built around engagements, with owners, follow-up reminders, activity timelines and one-click lead-to-client conversion. - eSign: send engagement letters, NDAs and SoWs for Aadhaar or OTP signing from any phone, with multiple signers in order, sealed PDFs and audit trails. - Invoice: GST-compliant invoicing for retainers and milestones, with UPI, card and NetBanking payment links, overdue reminders and export to Tally and Zoho Books. - AI Chat: team channels with AI that answers from your live Workplate data, respecting role-based access. Data is hosted in India and encrypted in transit and at rest. Guided onboarding is included, and most firms are live on their first module in about 2 to 8 hours. Plans start at ₹249 per user per month, and there's a 15-day free trial with no credit card required.

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Pricing

Platforms Supported

  • Not available

Organization Types Supported

  • Not available

API Support

Modes of Support

  • Not available

Workplate Features

Professional Services Automation Features

Billing & Invoicing

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Client & Contract Management

Revenue & Profitability Tracking

Project Planning & Scheduling

Project & Resource Management

Reporting & Analytics

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

CRM Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing Features

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Document Management

Ability to store and manage various information and documents in electronic format.

Time Tracking Features

Timesheet Management

Helps to accurately manage timesheet information for easy accessibility

Billable & Non-billable Hours

Tracks billable and non-billable hours to help in better estimate making and quote clients accordingly

Overtime Calculation

Simplifies the process of calculating extra hours worked for by staff or team members

Offline Time Tracking

Enables one to track time in offline mode as well

Multiple Billing Rates

Helps in creating customized billable rates for different team members at job

Mobile Time Tracking

Allows tracking time using a mobile device

Automatic Time Capture

Employs data mining tactics to index, cleanse and derive meanings of time-related information on the basis of timestamps

Employee Database

Helps in providing an organized collection of employee data

Leave Tracking (Vacation)

Assist in keeping track of leave and holidays for easing the payment calculation process

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Electronic Signature Features

Sequential Signing

Ensures the document recipients sign in a specified order

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

Reminders

Sends important reminders through email to attendees

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

Regulatory Compliance

Ensures the document signing is compliant with globally recognized eIDAS and ESign Act

Timestamp

Helps in encoding the time, location, date and etc, to identify an event.

Document Expiry

Facility to set an expiry date to digital/electronic documents

Multi-user Signing

Sends a document for multiple users to collect signatures

Bank Level Security

Documents are protected with the relevant state of the art security levels like AES, SSL, SSAE, ISO and etc.

Multi-factor Authentication (MFA)

Uses more than one method to verify a user's identity for a login

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
Workplate Pricing

Free Trial

Available

Starter Others

₹249 per user per month, or ₹2,490 per user per year. Billed in INR; GST extra; 3-seat minimum. 15-day free trial, no credit card needed. Aadhaar eSign is ₹15 per completed signature on any plan.

Start Free Trial

Growth Others

₹399 per user per month, or ₹3,990 per user per year. Billed in INR; GST extra; 3-seat minimum. 15-day free trial, no credit card needed. Aadhaar eSign is ₹15 per completed signature on any plan.

Start Free Trial

Learn more about  Workplate Pricing

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Workplate FAQs

Who is Workplate built for?

Professional services firms in India (CA and CS practices, law firms, IT services companies, agencies and consultancies) whose work depends on clients, projects, documents and time.

Do I have to buy every module?

No. Start with the module your team needs and add others when they're useful. There are no forced bundles, and every module sits on the same Workplate account, login and billing.

How long does onboarding usually take?

Most firms are up on their first module in about 2 to 8 hours, depending on how many modules you start with and how quickly the required firm details are available.

Where is data hosted?

Workplate data is hosted in the India region and designed to align with applicable data localisation expectations for Indian professional services firms.

Do you support Aadhaar eSign?

Yes. eSign is designed around Indian signing habits, including Aadhaar-based flows for engagement letters and similar documents. Aadhaar eSign is metered at ₹15 per completed sign; OTP signing is included in the Growth plan.

How is pricing determined?

Starter is ₹249 per user per month (Projects and Invoice). Growth is ₹399 per user per month and adds CRM and eSign. Annual billing gives two months free. GST is extra, with a three-seat minimum. Seats can be added as the team grows.

What is Workplate used for?

Workplate is Professional Services Automation Software. Workplate offers the following functionalities:

  • Billing & Invoicing
  • Workflow Automation

Learn more about Workplate features.

What are the top alternatives for Workplate?

Here`s a list of the best alternatives for Workplate:

Workplate Contact

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https://workplate.io

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