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WrkPlan

Brand : WrkPlan

Starting at ₹ 850

Save Extra with 2 Offers

  • offer_icon Save upto 28%, Get GST Invoice on your business purchase |
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WrkPlan Pricing & Plans

Basic
  • Invite 2 users
  • 1 GSTIN (E-Invoicing)
  • 1500 Invoices
  • 1500 Expense Vouchers
  • Email and Voice support
  • Payables
  • Receivables
  • General Ledger
  • Orders for Sale & Purchase
  • Basic Financial Reports
  • GSTR-1
    • Organization
    • Monthly
Starting at ₹ 850
Premium
  • Invite 4 users
  • 2 GSTIN (E-invoicing)
  • 3000 Invoices
  • 3000 Expense Vouchers
  • Email and Voice support
  • Quotes
  • Requisition
  • Approval method in Orders and Vouchers
  • Payables
  • Receivables
  • Orders for Sale & Purchase
    • Organization
    • Monthly
Starting at ₹ 1950
Advanced
  • Invite 8 users
  • 4 GSTIN (E-invoicing)
  • 4,500 Invoices
  • 4,500 Expense Vouchers and Receipts
  • Email and Voice support
  • Business Development (Leads import and reporting)
  • Quotes
  • Requisition
  • Approval method in Orders and Vouchers
  • Payables
  • General Ledger
    • Organization
    • Monthly
Starting at ₹ 3500

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WrkPlan Features

Financial/Accounts Management

  • icon_check Tax Management Automates tax calculations, compliance, and reporting, ensuring accuracy and adherence to regulations.
  • icon_check General Ledger Unified accounting hub with real-time updates.
  • icon_check Bank Reconciliation Matches ERP records with bank statements to ensure financial accuracy and detect discrepancies.
  • icon_check Budgeting And Forecasting Planning financials based on historical and predictive data.
  • icon_check Accounts Payable & Accounts Receivable Invoice tracking and payment processing.
  • icon_check Fixed Asset Management Track, manage, and depreciate assets.
  • icon_check Multi-Currency Support Handling transactions in various currencies.

Human Resource Management (HRM)

  • icon_check Payroll Management Automatic calculations for salaries, benefits, and deductions.
  • icon_check Time and Attendance Tracking work hours and attendance schedules.
  • icon_check Employee Information Management Centralized database for employee data.
  • icon_check Recruitment and Onboarding Tools for hiring, job postings, and new hire integration.
  • icon_check Performance Management Employee appraisals, KPI tracking, and reviews.
  • icon_check Learning Management Training programs and skill assessments.

Supply Chain Management

  • icon_check Inventory Management Real-time tracking of stock levels and warehouse locations.
  • icon_check Procurement and Purchasing Supplier management and purchase order automation.
  • icon_check Supplier Relationship Management Monitoring supplier performance and communications.
  • icon_check Logistics and Distribution Shipment tracking and delivery scheduling.
  • icon_check Demand Planning Forecasting tools to predict inventory needs.
  • icon_check Transportation Management Manages logistics, shipment tracking, and carrier performance for efficient delivery.
  • icon_check Route Planning Optimizes delivery routes to minimize costs and ensure timely deliveries.

Manufacturing

  • icon_check Production Planning and Scheduling Resource allocation and timeline planning.
  • icon_check Quality Control Management Tools for tracking and enforcing production standards.
  • icon_check Work Order Management Scheduling and tracking production tasks.
  • icon_check Bill Of Materials (BOM) Manage components and materials for product creation.
  • icon_check Material Requirement Planning (MRP) Plans material needs based on demand, inventory, and lead times to prevent shortages.
  • icon_check Shop Floor Management Integration with IoT for real-time production data.
  • icon_check Maintenance Management Tracks and schedules maintenance tasks to ensure equipment reliability and reduce downtime.

Customer Relationship Management (CRM)

  • icon_check Contact Management Centralized database for customer interactions.
  • icon_check Sales Pipeline Management Tracking leads, opportunities, and deals.
  • icon_check Lead Management Captures, tracks, and nurtures leads to improve sales conversions and pipeline efficiency.
  • icon_check Marketing Automation Tools for email, SMS, and social media campaigns.
  • icon_check Audience Segmentation Insights into customer behavior and preferences.

Project Management

  • icon_check Time Tracking Recording billable and non-billable hours.
  • icon_check Collaboration Tools Shared workspaces, chat, and document sharing.
  • icon_check Resource Management Allocation of team members and tools.
  • icon_check Task Scheduling Gantt charts and timelines for projects.
  • icon_check Cost Management Monitoring expenses and staying within budget.

Reporting and Analytics

  • icon_check Dashboards Real-time performance insights with KPIs.
  • icon_check Financial Reports Provides insights into financial health with balance sheets, income, and cash flow statements.
  • icon_check Real Time Reports Delivers live data and metrics for faster, informed decision-making.
  • icon_check Predictive Analytics Tools to forecast trends and outcomes.
  • icon_check Sales Reports Analyzes sales trends, revenue, and top performers to guide strategy.
  • icon_check Custom Reports Tailored reports for various business needs.
  • icon_check Regulatory Compliance Reports Ensure adherence to industry standards.
  • icon_check Business Intelligence Advanced analytics, dashboards, and KPIs for strategic insights and trend forecasting.

Integrations

  • icon_check API Integration Connects ERP with third-party tools for seamless data exchange and process automation.
  • icon_check Third Party Integration Seamless integration with third-party applications.
  • icon_check Customer Support Integration with helpdesk and ticketing systems.
  • icon_check Ecommerce Integration Syncs ERP with e-commerce platforms for real-time order, inventory, and customer data updates.
  • icon_check Payment Gateway Integration Support for various payment methods.

Security and Compliance

  • icon_check Data Encryption Protect sensitive information.
  • icon_check Audit Management Plan, execute and track audits within organisation
  • icon_check Role-Based Access Control (RBAC) Granular permissions for users.
  • icon_check GDPR and Other Compliance Features to adhere to global data regulations.
  • icon_check Disaster Recovery Backup and recovery options for business continuity.

Administrative Features

  • icon_check Centralized Database Stores all business data in one system, eliminating silos and ensuring accuracy.
  • icon_check Workflow Automation Customizable triggers for repetitive tasks.
  • icon_check Data Import/Export Transfers data efficiently using standard formats like CSV and Excel.
  • icon_check Admin Panel Central hub for user, system, and workflow management with real-time control.
  • icon_check User Access Management Controls user permissions and access for enhanced security.
  • icon_check Workflow Approval Automates approval processes with role-based actions to streamline tasks.

Alerts & Notifications

  • icon_check Security Alerts Notifies of suspicious activities like unauthorized logins to protect data.
  • icon_check Custom Event Alerts Triggers alerts for specific events like overdue payments or inventory shortages.
  • icon_check Non-Compliance Issues Flags and resolves regulatory or policy breaches for compliance adherence.
  • icon_check Email and SMS Notifications Automates alerts for approvals, reminders, and updates via email/SMS.

Others

  • icon_check DCAA-Compliant
  • icon_check Project Management
  • icon_check Customization
  • icon_check Mobile Access
  • icon_check Security features
  • icon_check Alerts & Notifications

WrkPlan Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email, Communities
  • In Person, Videos
  • English

WrkPlan Review

100%

Have recommended this product

Overall Score

4.7/5
Based on 1 Review

Review this product

Your valuable feedback helps others like you make a better decision.

N

Nikhil

Verified reviewer:linkedin_verify

Founder, Retail

Individual

Reviewed on: Feb 13, 2024

4.7/5

“Very easy to use and pocket-friendly”

I have been using WrkPlan ERP for my accounting. Their developers are very supportive and give me the best solution for my requirements. The subscription plans are very cheap.

Pros :

Cons :

Switched from : Rootstock ERP

Reason to switch : The pricing of WrkPlan is more affordable.

Features

5/5

Value for Money

4/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

WrkPlan Company Details

Brand Name WrkPlan
Information WrkPlan is an integrated accounting and contract management suite specifically designed to support the DCAA compliance needs of Government Contractors and the Cost Accounting needs of any project-based or services company.
Founded Year 2016
Director/Founders WrkPlan
Company Size 1-100 Employees

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