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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 Tallypro?

Experience the convenience of TallyPro's time tracking software and get started in just a matter of minutes. You can also inquire about our free customization service tailored to fit the needs of your business perfectly. Our dedicated team of experts is ready to develop a solution that meets your individual specifications. TallyPro is a product of Commercial Software Limited (CSL), a well-established Microsoft Partner with over 36 years of experience in crafting innovative software solutions. We take pride in our deep knowledge of time tracking and management software, ensuring our clients have access to a wide range of features relevant to various industries. Our commitment is to help clients make the most out of their time investments. Additionally, TallyPro is offered as a software-as-a-service (SAAS) option, providing flexibility and ease of access. Clients enjoy thorough customization support and reliable backup systems, ensuring their data is secure. Our custom setups come at no extra charge, allowing clients to receive solutions that align seamlessly with their specific requirements, leading to enhanced satisfaction and productivity. By selecting TallyPro, you are not merely acquiring a robust tool; you are also entering a partnership focused on driving your success and achieving your business objectives. This commitment to your growth and efficiency sets TallyPro apart in the competitive landscape of time management solutions.

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

$30 per month
Free Version
Free Trial Offered?

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

Documentation Hub
On-Site Training

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

TallyPro

Date Founded

1983

Company Location

United Kingdom

Company Website

www.tallypro.co.uk

Categories and Features

CRM

Not specified

Categories and Features

Time Tracking

Timesheet Management

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