Intellistant

Intellistant

Infolink Technologies Pvt.Ltd
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About

Intellistant is more than a CRM software for Business automation! Packed with all essential modules from Lead generation to Quotation / Invoice / Payment management with a smart product catalog and a fully automatic Tax calculator, real-time reporting system for field force, comprehensive inventory module to track both incoming and outgoing stock, Analytics and Reports to make quick business decisions, Intellistant works as a Intelligent Business Assistant. Dedicated database and exclusive stand alone application for each customer ensures safety and security for data and documents.

About

Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses of all kinds

Audience

Professional services firms in India: CA and CS practices, law firms, IT services companies, agencies and consultancies

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20.00/month/user
Free Version Not Supported
Free Trial Supported

Pricing

₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.9 / 5
ease 5.0 / 5
features 4.4 / 5
design 4.1 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Fast, lightweight and user-friendly. Currently, are on the free trial and so far we like it.
  • User friendly, organised, easy to monitor, it provides daily reports according to my activities, helps in resource planning, good team support provided always
  • I have been use this CRM application, past 2 years. It has many features which helped in managing business.
  • I have been using this software application from past 9 months. It helped me in keeping track of reports, daily activities and manage my business with the great support from the INTELLISTANT.
  • I like the experience with the INTELLISTANT, it is very organised and monitors my daily tasks, reports & many others. Mainly it is user friendly. Has all kinds of access which is necessary for a business organisation.

Cons

  • Wish they had more graphs and analytics, their mobile app could also use an update as it feels dated.
  • small bug fix required, could make it better in the next version
  • Nothing has specific. Would like to see more updates upcoming.
  • Too many features are there that are not been used.
  • Not good for small scale industries/firms because the provisions provided wouldn't be needed completely because this is a complete set of package which is required for daily purposes in a business which is suitable for large scale/ big firms

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Infolink Technologies Pvt.Ltd
Founded: 2004
India, USA
www.intellistant.com

Company Information

Workplate
Founded: 2020
India
workplate.io

Alternatives

MergeWare CRM

MergeWare CRM

J&J Technology Consulting

Alternatives

TRUESigner ONE

TRUESigner ONE

Truecopy Credentials
eSign

eSign

Graphics Point Engineering

Categories

CRM Supported

Categories

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

ChatGPT Not Supported
Claude Not Supported
Model Context Protocol (MCP) Not Supported
Zoho Books Not Supported

Integrations

ChatGPT Supported
Claude Supported
Model Context Protocol (MCP) Supported
Zoho Books Supported
Claim Intellistant and update features and information
Claim Intellistant and update features and information
Claim Workplate and update features and information
Claim Workplate and update features and information