Solutions
Services & Agencies
Service businesses and agencies live on leads, on work that stays open for weeks, and on getting invoices paid. Onetap Business OS keeps the pipeline moving, the hours recorded and the cash coming in.
Typical challenges
- Leads and follow-ups slip through the cracks
- Hours worked reconstructed from memory at month end
- Proposals and invoices done manually
- Payments chased inconsistently
How Onetap Business OS helps
Capture leads with follow-up dates and a timeline, open an engagement that stays open and accumulates its own costs and hours, record time against it at the rate it was worked at, and let automated reminders chase dues over email, WhatsApp and SMS.
The benefits
- No missed follow-up or callback
- Hours captured as the work happens
- Professional quotes and invoices
- Automated, consistent payment chasing
Relevant modules
Leads & Follow-ups
Capture website enquiries, track follow-up dates, never miss a callback.
Quotations & Estimates
Send GST-ready quotes, convert to sales orders and invoices in a click.
Sales & Invoicing
Auto invoice numbering, payment tracking, credit/debit notes.
Payments
Record receipts and vendor payments; outstanding and aging at a glance.
Automation
Follow-up reminders, payment reminders and low-stock alerts, settings-gated.
Email · WhatsApp · SMS
One outbound facade with per-company message templates.
What this does not include
We would rather you knew now than after your data was in. Onetap Business OS does not do these yet — everything described above, it does.
- Retainers and recurring billing
See it in your own business
Full access for 7 days for ₹99. Subscribe to an annual or 3-year plan afterwards and get 1 month free.