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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 Flantie?

Flantie allows you to effortlessly kickstart new projects specifically designed for individual clients. By automatically filling in fields with data derived from previous client or vendor interactions, the software enhances the project management process, saving you valuable time and resources, enabling you to focus on your core services. With Flantie, tracking invoice payments is simplified as it organizes non-invoiced projects for both individual and aggregate billing. The application also alerts you to overdue invoices and facilitates data export for accounting, taxation, and integration with other financial systems. When creating new projects or invoices, you can conveniently choose the necessary billing information from an existing database. Flantie gathers and displays comprehensive filtered statistics, allowing you to examine vital data, develop strategies for increasing revenue, and improve your operational efficiency. You can export most statistical data from the database, meaning you can retrieve invoices while using Flantie primarily for project management and documentation, ensuring your preferred invoicing system remains intact. This adaptability guarantees that you can oversee your projects with ease while preserving a smooth invoicing workflow. Additionally, the user-friendly interface of Flantie enhances the overall experience, making it a valuable tool for any business aiming to improve its project management and invoicing processes.

Media

Media

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)
Zoho Books

Integrations Supported

Desktop.com

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

$6.90 per month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

Flantie

Date Founded

2017

Company Location

Slovakia

Company Website

www.flantie.com

Categories and Features

CRM

Not specified

Categories and Features

Task Management

Create Subtasks
Mobile Access
Reporting/Analytics
Time Tracking

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