Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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