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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Factor AE serves as a user-friendly management solution tailored for architecture and engineering firms, enhancing the efficiency of project tracking, time management, invoicing, and overall visibility within the organization. This platform empowers firms to categorize projects into distinct phases, such as fixed fee, hourly, and non-billable, which aids in meticulous monitoring of employee hours and budget expenditures at various levels. Additionally, it accommodates the tracking of sub-consultants and expenses, whether included in project fees or managed separately, while maintaining straightforward invoicing processes. Factor AE also allows firms to establish timelines, set key milestones, delegate tasks, and allocate resources effectively, all of which contribute to meeting client deadlines and maximizing resource efficiency. With features that offer a snapshot of project statuses, users can effortlessly compare budgets and timelines against actual performance by phase, while also enabling revenue forecasts and timely adjustments to avert potential problems from becoming significant hurdles. Ultimately, this comprehensive platform can significantly enhance operational workflows and decision-making processes for firms in the architecture and engineering sectors.

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 

Screenshots View All

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Model Context Protocol (MCP) No 
QuickBooks Online Yes 
Zoho Books No 

Integrations

ChatGPT Yes 
Claude Yes 
Model Context Protocol (MCP) Yes 
QuickBooks Online No 
Zoho Books Yes 

Pricing Details

Free
Free Trial Yes 
Free Version Yes 

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) 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) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Factor AE

Country

United States

Website

factorapp.com

Vendor Details

Company Name

Workplate

Founded

2020

Country

India

Website

workplate.io

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material No 
Building Information Modeling No 
Client Management No 
Contact Management No 
Contract Management No 
Document Management No 
Drafting No 
Manufacturing Design Data No 
Presentation Tools No 
Project Management No 
Proposal Management No 
Quotes/Proposals No 
Visualization / Presentation No 

Engineering

2D Drawing No 
3D Modeling No 
Chemical Engineering No 
Civil Engineering No 
Collaboration No 
Design Analysis No 
Design Export No 
Document Management No 
Electrical Engineering No 
Mechanical Engineering No 
Mechatronics No 
Presentation Tools No 
Structural Engineering 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 

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