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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 Logicbox?

Logicbox offers a diverse suite of cloud-based business management solutions that can be customized to streamline and integrate the unique processes and workflows of various organizations, creating a unified system. The platform's offerings include account management, lead generation, configure-price-quote (CPQ), production, and essential functions for invoicing, procurement, and inventory oversight, all tailored to the distribution, installation, and service industries. Moreover, it provides administrative features that facilitate personalized notifications, approval workflows, and user permissions, along with custom reporting and analytical insights, which significantly boost overall operational efficiency. This extensive customization capability empowers businesses to tailor the software precisely to meet their specific operational demands, ultimately driving productivity and effectiveness. With such a versatile solution, companies can adapt swiftly to changing market conditions and enhance their competitive edge.

Media

Media

Integrations Supported

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

Integrations Supported

Adobe Acrobat Sign
Adobe Marketo Engage
Docusign
Five9
Freshdesk
Google Calendar
Google Contacts
Google Docs
LiveChat
Microsoft Excel
Microsoft Outlook
Plex Smart Manufacturing Platform
QuickBooks Online

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

$55.00/month/user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

Logicbox Software

Date Founded

2010

Company Location

United States

Company Website

www.logicboxsoftware.com

Categories and Features

CRM

Not specified

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Inventory Management
Marketing Management
Purchasing
Time & Expense Tracking
Vendor Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Inside Sales

Auto-Dialing
Call List Management
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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