Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
In the hospitality sector, establishments of varying scales are adopting Orion eSigner and its suite of associated products to transition away from paper-heavy processes, resulting in cost reductions and heightened operational efficiency. As the sole patented e-signature solution available, eSigner is tailored for essential transactions that necessitate customer consent, payment processing, and signature collection. This platform assists hotels in adhering to current privacy laws and regulations, such as GDPR, as well as the latest payment protocols like EMV, among others. It includes innovative features like contactless and touchless options, offering an adaptable e-signing experience that allows users to customize forms according to their preferences. By streamlining operations and eliminating the need for paper, eSigner boosts revenue potential and enhances REVPAR. It also employs vibrant imagery to facilitate cross-selling and upselling opportunities, while maintaining user-friendly e-signing processes that ensure electronic signatures are captured effortlessly. Furthermore, it prioritizes the security of guest information, making it a comprehensive solution for modern hospitality needs.
API Access
Has API
No
API Access
Has API
No
Integrations
ChatGPT
Yes
Claude
Yes
Lightspeed Retail
No
Model Context Protocol (MCP)
Yes
Opera
No
RoomKeyPMS
No
SkyTouch Hotel OS
No
Zoho Books
Yes
Integrations
ChatGPT
No
Claude
No
Lightspeed Retail
Yes
Model Context Protocol (MCP)
No
Opera
Yes
RoomKeyPMS
Yes
SkyTouch Hotel OS
Yes
Zoho Books
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
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
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
Yes
Vendor Details
Company Name
Workplate
Founded
2020
Country
India
Website
workplate.io
Vendor Details
Company Name
Orion Systems
Country
United States
Website
orisys.com/esigner/
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
Product Features
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
Yes
Task Progress Tracking
Yes
Alternatives
No Alternatives