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Average Ratings 0 Ratings

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ease
features
design
support

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Description

TherapyCRM is built and operated by Data Inn Inc. in Mississauga, Ontario, for English-language pediatric and autism therapy practices in Canada outside Quebec. It supports ABA, speech-language pathology, occupational therapy and physiotherapy teams. Staff manage appointments across locations, clinicians and rooms; maintain versioned treatment plans; record trial-by-trial ABA data offline and synchronize it later; and review SOAP-style progress notes. A parent and guardian portal supports appointment requests, intake and consent forms, document signatures and invoice access. Funding records track allocations, utilization and remaining balances, with an Ontario Autism Program reporting profile. TherapyCRM Kiosk and TherapyCRM Family provide companion iPhone and iPad access. Session-based invoices require approved documentation and a service code. Electronic insurance or government claims submission and telehealth are not included.

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 
Google Calendar Yes 
Model Context Protocol (MCP) No 
Stripe Yes 
Zoho Books No 

Integrations

ChatGPT Yes 
Claude Yes 
Google Calendar No 
Model Context Protocol (MCP) Yes 
Stripe No 
Zoho Books Yes 

Pricing Details

$49.99 CAD/month
Two plans, billed in Canadian dollars: Essential CA$49.99 per month or CA$499.99 per year; Growth CA$149.99 per month or CA$1,499.99 per year. A free trial is available.
Free Trial Yes 
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 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 No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Data Inn Inc.

Founded

2020

Country

Canada

Website

therapycrm.io

Vendor Details

Company Name

Workplate

Founded

2020

Country

India

Website

workplate.io

Product Features

Applied Behavior Analysis (ABA)

ABA Data Collection Yes 
Appointment Management Yes 
Assessments No 
Billing & Invoicing Yes 
Document Management Yes 
Insurance Management No 
Learning Management No 
Mobile Access Yes 
Practice Management Yes 
Program Management No 
Progress Tracking Yes 
Reporting / Analytics Yes 

Occupational Therapy

Assessment Management No 
Billing & Invoicing No 
Care Plan Management No 
Insurance Management No 
Patient Records No 
Patient Registration No 
Patient Scheduling No 
Practice Management No 
Progress Tracking No 

Speech Therapy

Assessment Management No 
Billing & Invoicing No 
Care Plan Management No 
Insurance Management No 
Patient Scheduling No 
Progress Tracking No 
SOAP Notes 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 

Alternatives

TotalTherapy Reviews

TotalTherapy

Rethink

Alternatives

No Alternatives
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