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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 Collective OS?

Collective OS acts as a dependable platform for professional service organizations, enabling them to link up with experts, obtain case studies, share insights, and form private talent networks alongside other companies. By leveraging your agency management software, both employees and contractors have the ability to build profiles, facilitating the identification of suitable expertise and availability within your network for various assignments, all efficiently housed within Collective OS. You can boost your operational capacity by grouping firms with related expertise or enhance your service offerings by collaborating with firms that possess complementary skills, thereby nurturing a vibrant collective. Furthermore, through our agency management software, it is possible to create collectives that emphasize not only scaling through similar firms but also expertise via partnerships with firms that have specialized skills. This strategy expands the breadth of services your organization can deliver to clients, while simultaneously developing networks of reliable and vetted talent. Consequently, you can open up new avenues for growth and innovation through strategic alliances in your sector, ultimately positioning your firm for greater success in a competitive marketplace.

Media

Media

Integrations Supported

ChatGPT
Claude
Claude Duet
Claude for Legal
Model Context Protocol (MCP)
Zoho Books

Integrations Supported

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

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

Collective OS

Date Founded

2024

Company Location

United States

Company Website

www.joincollectiveos.com

Categories and Features

CRM

Not specified

Categories and Features

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