Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
Alternatives
No Alternatives