Define the monthly fee, duration, discount, and GST rate once — every client on that retainer gets billed identically and on time
Know exactly which retainers renewed, which are coming up, and which lapsed — without opening a spreadsheet
A client scales down for a quarter? Pause their subscription and resume billing the moment they scale back up
A live dashboard of every retainer and project shows what is billed, what is overdue, and which account needs attention, updated in real time
See every retainer client’s real status — active, overdue, or lapsed — and reach out before a quiet non-renewal becomes a lost account
Whether your team has three account managers or ten, every client retainer bills from the same system, so nobody is guessing what was already invoiced
Recurring packages lock the agreed fee, so scope creep gets flagged instead of absorbed silently.
Retainers and one-off projects bill from the same system, so nothing splits across spreadsheets.
Revenue dashboards split by client and package, surfacing stale retainers before they drain margin.
Auto-renewal tracking flags every retainer that is due, renewing, or lapsed, before it goes quiet.
Pause a subscription mid-cycle and resume billing the moment the client scales back up.
From the first invoice to the last renewal, it runs on one shared record built for how your business bills.
Half our clients are on monthly retainers, half pay per project. We were tracking both in different Excel sheets and things fell through constantly. Now retainers renew and invoice themselves, and project invoices go out the moment we mark a sprint complete. Our billing team stopped chasing spreadsheets.
Karan Mehta
Co-founder · Bitforge Digital Agency · Bangalore
Composite scenarios based on how businesses in these industries typically use OpsRadarX — representative, not verified case studies.