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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 Leeact?

Leeact stands out as a revolutionary platform that utilizes artificial intelligence to improve project management and streamline delivery processes for IT teams, consulting firms, digital agencies, and remote small to medium-sized enterprises. The platform boasts several key features, including: • AI-driven intelligent project planning and effective scheduling • Automated generation of Statements of Work (SOW) alongside contract management • In-depth monitoring of tasks, milestones, and dependencies • Strategic resource allocation to ensure balanced workloads • Automated timesheet creation for accurate tracking of billable hours • A seamless workflow that connects SOW to invoicing processes • Dashboards and analytics offering real-time insights into delivery performance • Improved team collaboration facilitated by role-based access permissions • Dedicated project portals designed to enhance client interactions • Proactive budget monitoring and effective cost management • Tailored for remote teams, accommodating multiple time zones • Ultimately, Leeact strives to boost efficiency and refine operations for contemporary businesses, ensuring they can thrive in a competitive landscape.

Media

Media

No images available

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

$9.99/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Linux

Customer Service / Support

Not specified

Customer Service / Support

Not specified

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

Leemo Systems Private Limited

Date Founded

2017

Company Location

India

Company Website

www.leemo.io

Categories and Features

CRM

Not specified

Categories and Features

Project Management

Not specified

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