Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FINTY serves as a comprehensive cloud business platform tailored for small enterprises in India, including agencies and clinics. By integrating a customer relationship management system with a collaborative deal pipeline, it provides features such as WhatsApp Business messaging, GST-compliant quotations and invoices linked to Razorpay for payments, automated reminders for payments, and HR and payroll functions, all accessible through a single login. Teams are able to efficiently capture leads from WhatsApp conversations, navigate them through various stages, issue quotes and invoices, and receive payments seamlessly without the need for switching between different tools. Customers are able to connect their own WhatsApp Business accounts, with billing managed directly by Meta at the cost price and no additional markup. Furthermore, FINTY offers connectivity with Google Ads, enabling users to query their campaigns using plain English via an AI assistant. The platform is available for free to solo founders and offers paid subscription plans starting at 799 rupees per month, along with a 14-day trial period for new users to explore its features. This makes FINTY an appealing choice for those looking to streamline their business operations in a user-friendly manner.
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
No
API Access
Has API
No
Integrations
ChatGPT
No
Claude
No
Model Context Protocol (MCP)
No
Zoho Books
No
Integrations
ChatGPT
Yes
Claude
Yes
Model Context Protocol (MCP)
Yes
Zoho Books
Yes
Pricing Details
No price information available.
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
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
Vritix
Country
India
Website
vritix.com
Vendor Details
Company Name
Workplate
Founded
2020
Country
India
Website
workplate.io
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
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