Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Flantie enables you to initiate new projects tailored to specific clients effortlessly. By automatically populating fields with information from prior customer or provider interactions, the application streamlines the project management cycle, conserving both time and resources, which allows you to concentrate on your essential services. Monitoring invoice payments becomes a breeze with Flantie, which categorizes non-invoiced projects for either individual or cumulative billing. The system also notifies you of overdue invoices and supports data exportation for accounting, taxation, and integration with external financial systems. When setting up new projects or generating invoices, you can easily select the relevant invoicing information from an existing database. Flantie compiles and presents detailed filtered statistics, equipping you to analyze critical data, devise strategies for revenue enhancement, and refine your workflow. Most statistical information from the database can be exported, and for instance, you can extract invoices while utilizing Flantie primarily for project oversight and documentation, keeping your preferred system for invoicing. This flexibility ensures that you can manage your projects effectively while still maintaining a seamless invoicing process.
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
Desktop.com
Yes
Model Context Protocol (MCP)
No
Zoho Books
No
Integrations
ChatGPT
Yes
Claude
Yes
Desktop.com
No
Model Context Protocol (MCP)
Yes
Zoho Books
Yes
Pricing Details
$6.90 per month
Free Trial
No
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
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
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
No
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
Flantie
Founded
2017
Country
Slovakia
Website
www.flantie.com
Vendor Details
Company Name
Workplate
Founded
2020
Country
India
Website
workplate.io
Product Features
Task Management
Collaboration
No
Create Subtasks
Yes
Gamification
No
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
Yes
Spreadsheet View
No
Task Board View
No
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
Yes
To-Do List View
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