Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance your signing experience with a solution that prioritizes privacy. Securely sign or certify your documents while ensuring confidentiality is maintained. With end-to-end encryption and local processing, you can retain complete control over your data. Embrace the future of your business through the next generation of electronic signing. Unlike traditional eSigning services that have access to your sensitive files, our solution keeps your information secure. Instead of wasting time on manual tasks like printing, scanning, and mailing, streamline your processes digitally in just a few clicks. Transitioning to eSigning should be seamless, featuring developer-friendly APIs and an intuitive WebApp. Your team and clients can sign documents legally and conveniently from any location and at any time. A compliant eSigning solution should include regulated signatures and robust identity verification procedures. Our offering is unique in that it is designed with privacy at its core, ensuring that all data is processed locally on your device by default. By choosing this solution, you are not only modernizing your workflow but also safeguarding your sensitive information effectively.
Description
Workplate is a cloud-based business solution tailored for professional services firms in India, such as CA and CS practices, law firms, IT companies, agencies, and consultancies. The software encompasses various modules for project management, customer relationship management (CRM), electronic signing, invoicing, and an AI-enhanced team communication platform. The project module facilitates engagement planning, task management, milestone tracking, time logging, approval processes, and comprehensive work reports. The CRM component oversees lead management, client records, deal progress, owner assignments, and follow-up tasks. The eSign feature allows for the management of engagement letters, non-disclosure agreements, and statements of work, incorporating Aadhaar-based signing capabilities in India, along with providing signed PDFs and detailed audit trails. The invoicing module ensures compliance with GST regulations, supporting retainer and milestone billing, payment link generation, receivables tracking, and exporting to accounting tools like Tally and Zoho Books. Each module can be purchased individually, and ongoing developments aim to enhance data integration and automate the time-to-invoice process, promising even greater efficiency for users. Overall, Workplate streamlines the operational aspects of professional services firms, enabling them to focus more on their core business activities.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ChatGPT
No
Claude
No
Microsoft 365
Yes
Model Context Protocol (MCP)
No
Zoho Books
No
eMonitor
Yes
Integrations
ChatGPT
Yes
Claude
Yes
Microsoft 365
No
Model Context Protocol (MCP)
Yes
Zoho Books
Yes
eMonitor
No
Pricing Details
$190 per year
Free Trial
Yes
Free Version
No
Pricing Details
₹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.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Certifaction
Country
Switzerland
Website
certifaction.io
Vendor Details
Company Name
Workplate
Founded
2020
Country
India
Website
workplate.io
Product Features
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No
Alternatives
Alternatives
No Alternatives