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Average Ratings 0 Ratings

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ease
features
design
support

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Description

A comprehensive Suite designed to streamline your Business operations. Our robust platform, Pietracks, is tailored to meet the needs of small to medium-sized enterprises, encompassing essential functions such as HR, Project Management, sales, and marketing. By leveraging these tools, you can simplify your workflow, enhancing tracking capabilities and ultimately boosting your business's profitability. In terms of HR Management, you can conveniently oversee employee personal information, official records, and salary details all in one centralized location. For Project Management, our system facilitates the organization of Activities, Tasks, Milestones, Worklogs, and overall work management. When it comes to Sales Management, gain insightful oversight of your teams, emails, contacts, leads, and accounts throughout a designated sales process. Additionally, our Marketing tools enable you to conduct targeted Email Campaigns by uploading a contact list for efficient bulk emailing. The Project Management features make remote work more manageable, allowing for the clear definition of Activities, Tasks, Milestones, Worklogs, Reporting, and overall project management. Furthermore, the PieTrack Desktop Application offers a local solution on your system, ensuring precise tracking of employee working hours for improved accountability and performance monitoring. With these tools at your disposal, you can fully optimize your business operations for greater success.

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 
Zoho Books No 

Integrations

ChatGPT Yes 
Claude Yes 
Model Context Protocol (MCP) Yes 
Zoho Books Yes 

Pricing Details

No price information available.
Free Trial No 
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 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

PieTrack

Country

United States

Website

pietrack.com

Vendor Details

Company Name

Workplate

Founded

2020

Country

India

Website

workplate.io

Product Features

Human Resources

360 Degree Feedback No 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management No 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets No 
Training 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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