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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 DJ Manager?

DJ Manager's groundbreaking linking system enables you to effortlessly compile all essential information with just a few clicks. When a client unexpectedly contacts you, their details can be quickly entered into the system in mere seconds. There's no requirement to manage various tools spread across different platforms, as DJ Manager brings everything together into one cohesive solution. Moreover, we offer seamless integration with Zapier to enhance the system's capabilities. You can keep client records tidy and linked to their respective events, allowing you to effectively track bookings and contact information. The built-in task tracker helps you oversee important assignments and link them to clients, events, and more. A detailed calendar showcases all upcoming events, leads, inquiries, and days off, along with their respective statuses. The automated quick stats feature utilizes the reporting system to provide instant statistics directly on your dashboard. Additionally, you can send clients a link for contract signing through the E-sign portal, enabling them to review and electronically sign crucial documents at their convenience. With these robust features, DJ Manager guarantees that you have all the tools necessary to manage your clients and events with ease, ensuring a more streamlined operation overall.

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

$10.48 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

DJ Manager

Company Location

United Kingdom

Company Website

www.djmanager.co.uk

Categories and Features

CRM

Not specified

Categories and Features

Event Management

Gamification
Surveys & Feedback

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