No search result
No results match “”
Sign InWrite a reviewPost a Project
“I need React Developers.”
“I want to build a neobank.”
“I’m comparing CRM tools.”
Write a review

Workplate

Write a Review|Claimed profile
India HQFounded 2020

Deployment

Web-based

Best for

1–10 employees11–50 employees51–100 employees101–500 employees

Overview

About Workplate

Workplate is modular business software for professional services firms in India: CA and CS practices, law firms, IT services companies, agencies and consultancies. Five modules run on one account, with one login, one support team and one bill. Projects plans client engagements with task timers, billable time, approvals and AI-generated Daily Work Reports. CRM gives you a pipeline built around engagements, with owners, follow-up reminders and one-click lead-to-client conversion. eSign sends engagement letters and NDAs for Aadhaar or OTP signing, with sealed PDFs and audit trails.

Invoice handles GST-compliant invoicing for retainers and milestones, with UPI payment links and export to Tally and Zoho Books. AI Chat adds team channels with AI that answers from your live Workplate data. Data is hosted in India, and plans start at ₹249 per user per month.

At a glance

Software information

Industries served, licensing and the support Workplate provides.

Industries

  • Accounting
  • Legal-services
  • Information-technology-services
  • Marketing-advertising
  • Management-consulting

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Email
  • Live Chat
  • Phone
  • Support daysMondayTuesdayWednesdayThursdayFridaySupport time10:00 to 19:00 (IST)
Languages (1)
English
No reviews submitted yet.
Be the first one to review

Capabilities

Workplate features

The full feature set, grouped by module.

Project Management

  • Alerts/Notifications
  • Collaboration
  • Dashboard
  • Project Tracking
  • Project Planning
  • Task Management
  • Timesheets
  • AI Features

Project Tracking

  • Collaboration Tools
  • File Sharing
  • Kanban Board
  • Milestone Tracking
  • Status Tracking
  • AI Features

CRM

  • Calendar & Task
  • Contact Management
  • Custom Dashboard
  • Lead Management
  • Pipeline Management
  • Reporting
  • Security
  • AI Features

Digital Signature

  • Audit Trail
  • Authentication
  • Document Management
  • E-Signatures
  • Multi-Party Signing
  • Reminders
  • Security & Encryption
  • Templates

Billing and Invoicing

  • Customer Database
  • Customizable Invoices
  • Hourly Billing
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Project Billing
  • Templates

Time Tracking

  • Billable Hours
  • Billing & Invoicing
  • Multiple Billing Rates
  • Reports & Analysis
  • Timesheet Management

Time and Expense

  • Billing & Invoicing
  • Project Tracking
  • Reporting & Analytics
  • Time Tracking
  • Workflow & Approvals

Plans

Workplate pricing

Pricing Type
Per User
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
INR (₹)
Free Trial
15 Days
15-day free trial, no credit card required. Starter: ₹249/user/month (₹2,490/user/year) with Projects and Invoice. Growth: ₹399/user/month (₹3,990/user/year), adds CRM and eSign with OTP signing. Aadhaar eSign: ₹15 per completed signature, on every plan. Billed monthly or annually (annual billing gives 2 months free). Minimum 3 seats. GST extra.
Get Free TrialVendor pricing page
Starter₹249 / month
  • Projects
  • Invoice
  • Shared account and roles
  • Shared client data
Growth₹399 / month
  • CRM
  • eSign with OTP signing included
  • Aadhaar signatures billed per sign
Aadhaar eSign usage₹15 / one-time
  • Works on every plan
  • Charged only per completed Aadhaar signature

Works with

Integrations

Workplate connects with the tools your team already uses.

Zoho BooksTallyUPI payments

Media

Screenshots & video

Workplate screenshot