Quotation to Invoice, No Calls.No Follow-Ups.

Send a quotation, convert it to a GST invoice the moment the client agrees, and let OpsRadarX chase the payment automatically — on WhatsApp, SMS, and Email.
No credit card requiredNo hidden cost
Your billing reality

Quotation to GST Invoice, in the Same Screen

Stop treating quotations and invoices as two separate, disconnected steps.

Draft-to-finalize sales orders

Send a quotation as a draft order, adjust it after client feedback, and finalize it into an invoice with one action

Per-item pricing & discounts

Break a consulting engagement into deliverables or phases, each with its own price, discount, and GST rate

Payment links on WhatsApp

Share a Razorpay or PhonePe payment link the moment the invoice is finalized — get paid without a bank transfer back-and-forth

See exactly where every rupee comes from

Live dashboards for engagements, retainers, and deliverables, updated in real time — know what is billed, what is overdue, and where to follow up

Know which clients are going quiet

See every client’s real status — active, overdue, or unresponsive — and follow up before a good engagement quietly disappears

Run every engagement from one login

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

How billing runs here

Advisory Retainers That Renew Without a Reminder to You

For clients on a standing monthly arrangement, let the billing run on its own.
  1. Locked Per-Phase Pricing

    Per-item pricing locks the fee for every phase or deliverable, so no engagement gets billed off a guess.

  2. Accurate Retainer Auto-Renewal

    Recurring subscription packages renew and invoice automatically at the fee actually agreed on.

  3. Early Client Status Alerts

    Every client’s real status — active, overdue, or unresponsive — surfaces before an engagement disappears.

  4. Automated Payment Reminders

    WhatsApp, SMS, and Email reminders fire before and after the due date without you sending anything.

  5. One-Click Annual Invoice Export

    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.

Businesses like yours, already running on it

How operators in your industry stopped chasing payments and started trusting their numbers.
Rated 4.9/5 by 200+ businesses

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

SK
RP
Rajesh PillaiFinancial Consultant · Pillai Advisory Services · Thiruvananthapuram
We do financial due diligence work for mid-size firms, usually three or four engagements running at once, each with its own deliverable-based fee structure. I used to keep the phases in my head, which worked fine until the month I billed a client for the wrong phase entirely. That mistake has not repeated since we moved every engagement into its own order with per-item pricing.
NB
Neeraj BahlPrincipal Consultant · Bahl Management Advisory · Delhi
My management consulting practice has about 18 standing clients, roughly half on advisory retainers. Exporting every invoice for the CA at year end used to take me an entire Sunday of digging through email attachments. Last March it took eleven minutes. That alone justified the switch.
IK
Ira KhannaBrand Strategy Consultant · Khanna Brand Advisory · Gurugram
I quote a project, the client agrees over a call, and then I used to sit down separately to type up the actual invoice, which meant a day or two gap every single time. Now the quotation I already sent becomes the invoice with one click, so there's no second version of the numbers to type out.

Composite scenarios based on how businesses in these industries typically use OpsRadarX — representative, not verified case studies.

Frequently Asked Questions

Everything you need to know.

Bill Like a Firm, Even If You Are a Team of One

Quotations, invoices, retainers, and reminders — all running without you lifting a finger after the first setup.
Setup in 5 minutes
No credit card
Your data stays yours
Quotation approvedConverted to invoice, one click
Payment received — ₹28,000Paid via WhatsApp link
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