Audience

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

About Workplate

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.

Pricing

Starting Price:
₹249/user/month
Pricing Details:
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.

Integrations

Ratings/Reviews

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features 0.0 / 5
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Company Information

Workplate
Founded: 2020
India
workplate.io

Videos and Screen Captures

CRM activity dashboard with deal, lead, customer, follow-up, pipeline, task, and meeting summary cards.

CRM activity dashboard with deal, lead, customer, follow-up, pipeline, task, and meeting summary cards.

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Product Details

Platforms Supported
Cloud

Workplate Frequently Asked Questions

Q: What kinds of users and organization types does Workplate work with?
Q: What languages does Workplate support in their product?
Q: What other applications or services does Workplate integrate with?
Q: How much does Workplate cost?

Workplate Product Features

CRM

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

Professional Services Automation

Time & Expense Tracking Not Supported
Proposal Generation Not Supported
Billing & Invoicing Not Supported
Collaboration Tools Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Quote Management Not Supported
Document Management Not Supported
Client Portal Not Supported
Project Management Not Supported
CRM Not Supported