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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 Verbial?

Verbial is a dedicated online management platform tailored for marketing agencies, combining a CRM pipeline with essential functionalities like proposals and e-signatures, while also organizing client and project details, tracking time, handling invoicing, and analyzing profitability. Teams can easily convert a secured deal into a detailed proposal, set up client accounts and project structures, and generate initial invoices, all while overseeing weekly timesheet approvals and using the recorded hours for billing. The software supports multiple billing options, such as recurring retainers, hourly charges, project-based payments, usage overages, and ad-spend reimbursements. Additionally, agencies gain access to client portal reporting and profitability evaluations that help them assess their delivery and account performance in a comprehensive manner. Verbial also integrates seamlessly with widely-used tools like Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, and Ahrefs, along with certain AI and meeting applications. By facilitating better coordination of client projects and ensuring stable revenue streams, the platform aids agencies in managing their delivery budgets and profit margins more effectively. As a result, Verbial significantly boosts the workflow and productivity of marketing teams, ultimately leading to improved performance outcomes. This powerful software solution allows agencies to focus more on their core activities while reducing administrative burdens.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

ChatGPT
Claude
Claude for Legal
Model Context Protocol (MCP)
Ahrefs
Asana
Everhour
Fireflies.ai
Gmail
Harvest
Hermes Agent
HubSpot CRM
Instantly
Pipedrive
QuickBooks Online
Salesforce
Toggl Track
YouTube
Zoho CRM

API Availability

API Availability

Has API

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

$82/month
The Pro plan costs $99/month or $82/month billed annually and includes three full seats and five contributor seats. A 14-day free trial is available.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

CB Platforms

Company Location

United States

Company Website

verbial.io

Categories and Features

CRM

Not specified

Categories and Features

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