Send a quotation as a draft order, adjust it after client feedback, and finalize it into an invoice with one action
Break a consulting engagement into deliverables or phases, each with its own price, discount, and GST rate
Share a Razorpay or PhonePe payment link the moment the invoice is finalized — get paid without a bank transfer back-and-forth
Live dashboards for engagements, retainers, and deliverables, updated in real time — know what is billed, what is overdue, and where to follow up
See every client’s real status — active, overdue, or unresponsive — and follow up before a good engagement quietly disappears
Whether you consult alone or lead a small team, every quotation and invoice bills from the same system, so no one is guessing what is already sent
Per-item pricing locks the fee for every phase or deliverable, so no engagement gets billed off a guess.
Recurring subscription packages renew and invoice automatically at the fee actually agreed on.
Every client’s real status — active, overdue, or unresponsive — surfaces before an engagement disappears.
WhatsApp, SMS, and Email reminders fire before and after the due date without you sending anything.
Pull every invoice for the year in a single export, ready the moment your CA asks.
From the first invoice to the last renewal, it runs on one shared record built for how your business bills.
As a solo HR consultant, I genuinely dreaded the billing part of my work. I would quote a client, do the work, and then forget to invoice for two weeks. Now the quotation becomes the invoice in one click, and the reminders go out on WhatsApp on their own. I have not made an awkward "just following up" call in months.
Sanya Kapoor
Independent HR Consultant · Kapoor Consulting · Gurugram
Composite scenarios based on how businesses in these industries typically use OpsRadarX — representative, not verified case studies.