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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

IndiaCRM is a cloud-based platform designed to enhance customer relationship management for small and medium enterprises in India. It integrates lead capturing and contact management with a visual sales pipeline to facilitate deal tracking. The sales functionalities encompass lead follow-up, reporting, and task automation, while its billing capabilities are tailored for GST compliance, including calculations for CGST, SGST, and IGST. Furthermore, the platform offers additional modules for managing khata, inventory, HR, payroll, and customer portals. Businesses can easily gather leads from web forms and various marketplaces, with features that cater to diverse sectors such as real estate, healthcare, education, manufacturing, logistics, and retail. Accessible via web browsers and mobile applications on Android and iOS, IndiaCRM allows for unlimited user access across its various business modules. Moreover, it includes AI-driven lead scoring and automated task assignment to streamline sales processes even further, ensuring that users can optimize their workflow efficiently.

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 Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

ChatGPT Yes 
Model Context Protocol (MCP) Yes 
Claude No 
Claude Desktop Yes 
Claude Duet No 
Claude for Legal No 
Cursor Yes 
Gemini Yes 
IndiaMART Yes 
Perplexity Yes 
Zoho Books No 

Integrations

ChatGPT Yes 
Model Context Protocol (MCP) Yes 
Claude Yes 
Claude Desktop No 
Claude Duet Yes 
Claude for Legal Yes 
Cursor No 
Gemini No 
IndiaMART No 
Perplexity No 
Zoho Books Yes 

Pricing Details

$0
The free plan includes unlimited users and contacts, with no per-seat charge. The plan includes business modules such as CRM, GST invoicing, HR and payroll, inventory, and customer portal features.
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 Yes 
iPad App No 
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 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

IndiaCRM

Founded

2023

Country

India

Website

indiacrm.in

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 

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