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What is Workplate?

Workplate is a comprehensive cloud solution designed specifically for professional services firms in India, including CA and CS practices, law firms, IT companies, agencies, and consultancies. This software offers a variety of modules that cover project management, customer relationship management (CRM), electronic signing, invoicing, and a communication platform enhanced by artificial intelligence. The project management module aids in planning engagements, managing tasks, tracking milestones, logging time, overseeing approval processes, and generating detailed work reports. The CRM aspect is responsible for managing leads, maintaining client records, tracking deal progress, assigning ownership, and setting up follow-up tasks. With its eSign functionality, users can effectively handle engagement letters, non-disclosure agreements, and statements of work, while also incorporating Aadhaar-based signing in India, providing signed PDFs, and creating detailed audit trails. The invoicing module is built to comply with GST regulations, and it supports various billing methods, including retainer and milestone billing, along with the ability to generate payment links, track receivables, and export data to accounting platforms like Tally and Zoho Books. Each module is available for separate purchase, and ongoing updates are focused on improving data integration and automating the invoicing timeline, which promises to enhance user efficiency further. By streamlining the operational functionality of professional services firms, Workplate allows these businesses to concentrate more on their essential activities and drive growth.

What is Builder Prime?

Builder Prime is a software solution designed for customer and project management that empowers contractors to increase efficiency, maximize profits, and secure additional projects. With its Customer Relations Management feature, contractors can effectively oversee their leads and interactions with clients. Additionally, Builder Prime offers a Project Management feature that enables contractors to keep tabs on all their projects from any device and location, ensuring flexibility and accessibility. Furthermore, clients benefit from the Client Console feature, which allows them to easily view and settle invoices, request work, and sign contracts online. This comprehensive approach streamlines the management process for contractors while enhancing the client experience. Ultimately, Builder Prime serves as a vital tool for contractors aiming to optimize their business operations and enhance client relationships.

Media

Media

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)
Zoho Books

Integrations Supported

Aircall
ApexChat
Axis LMS
CompanyCam
Dropbox Sign
Gmail
Google Calendar
Hatch
PTC Mathcad
QuickBooks Online
Stripe
Zapier

API Availability

API Availability

Pricing Information

₹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.

Pricing Information

$149.00/month
Starting price $149.00/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

Builder Prime

Date Founded

2016

Company Location

United States

Company Website

www.builderprime.com

Categories and Features

CRM

Not specified

Categories and Features

Construction CRM

Client Tracking
Contract Management
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Change Orders
Contract Management
Customer Management
Customizable Templates
Historical Database
Job Costing
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Mobile Access
Residential
Subcontractor Management
Timesheets

Construction Scheduling

Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management

Flooring

Not specified

Stone Fabrication

Not specified

Subcontractor

Not specified

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