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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 Trove?

Trove is a cloud-based platform focused on managing accounts receivable and credit control. It integrates smoothly with accounting software to keep invoices and payment information in sync while managing overdue accounts through automated reminders and statements sent directly from the user's email. By leveraging AI-driven workflows, Trove can interpret customer replies, generate responses, record promised payment dates, and schedule follow-ups efficiently. Additionally, the platform identifies missing purchase-order details and updates invoice records to ensure precision. Users can customize payment plans, impose late fees, and generate debtor reports, along with drafting proactive letters for businesses or legal representatives to send. Trove supports various integrations with accounting, email, CRM, and collaboration tools, with features that vary based on the chosen subscription plan. A highly intuitive web dashboard facilitates effective invoice follow-up and collaborative workflow management, while webhook events allow users to trigger external automation activities. This cutting-edge solution is specifically tailored for small to mid-sized businesses and finance teams that handle collections in-house, guaranteeing a more efficient approach to credit management and control. Furthermore, the platform's adaptability allows businesses to customize their credit control processes to better fit their unique operational needs.

Media

Media

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)
Zoho Books

Integrations Supported

Creditsafe
FreeAgent
Gmail
HubSpot CRM
Microsoft Dynamics 365 Business Central
Microsoft Outlook
Microsoft Teams
NetSuite
QuickBooks Online
Slack
Stripe
Xero

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

£50/month
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
Online Training
On-Site Training

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

Trove Data

Date Founded

2025

Company Location

United Kingdom

Company Website

trove.works/

Categories and Features

CRM

Not specified

Categories and Features

Accounts Receivable

Not specified

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