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Description
Builder Prime, a customer- and project management software, helps contractors save time, make more money, and land more work. Builder Prime's Customer Relations Management feature allows contractors to manage their leads and all their interactions. Builder Prime allows contractors to track and monitor all their projects from any location and any device using the Project Management feature. Clients can also access Builder prime via the Client Console feature. This allows them to view and pay invoices, submit work requests, and sign contracts electronically.
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
Aircall
Yes
ApexChat
Yes
Axis LMS
Yes
ChatGPT
No
Claude
No
CompanyCam
Yes
Dropbox Sign
Yes
Gmail
Yes
Google Calendar
Yes
Hatch
Yes
Integrations
Aircall
No
ApexChat
No
Axis LMS
No
ChatGPT
Yes
Claude
Yes
CompanyCam
No
Dropbox Sign
No
Gmail
No
Google Calendar
No
Hatch
No
Pricing Details
$149.00/month
Starting price $149.00/month
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Builder Prime
Founded
2016
Country
United States
Website
www.builderprime.com
Vendor Details
Company Name
Workplate
Founded
2020
Country
India
Website
workplate.io
Product Features
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
No
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
No
Calculators
No
Change Orders
Yes
Contract Management
Yes
Cost Database
No
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
No
HVAC Estimating
No
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
No
What-if Analysis
No
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
Yes
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
Yes
Estimating
Yes
Incident Reporting
No
Mobile Access
Yes
Offline Access
No
RFI & Submittals
No
Residential
Yes
Subcontractor Management
Yes
Timesheets
Yes
Construction Scheduling
Bid Management
Yes
Change Orders
Yes
Gantt Charts
Yes
Job Scheduling
Yes
Project Scheduling
Yes
Rescheduling
Yes
Staff Calendar
Yes
Task Management
Yes
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
