Retainr is an all-in-one client management platform for freelancers and digital agencies. It helps users sell, productise, and scale their freelance business by providing tools for client management, orders, payments, tasks, file storage, helpdesk, project delivery, and referrals.
Key Features
- White-label experience: Customize the platform with your own branding, colors, logo, and domain. Transform your website into a native mobile app with one click.
- Client portal: List services in a clean dashboard with photos, headlines, and clear pricing. Clients can pick, pay for, and use services without hassle.
- Custom packages: Offer fixed-fee subscriptions, flexible trials, retainers, one-offs, or monthly plans with tailored pricing and terms.
- Lead-to-client onboarding: Create a sign-up flow that matches your brand. Use one-click signups and magic links to onboard clients quickly.
- Hassle-free payments: Create invoices with service packages and tax rates. Accept payments via Stripe, PayPal, Razorpay, and more. Support one-time, recurring, and automatic payments.
- Unified dashboard: Monitor progress, assign tasks to team members, and provide real-time visibility to clients. Centralize all client interactions.
- Automation: Automate emails, team messages, client updates, new orders, and payment notifications to streamline workflows.
- Analytics and insights: Track conversions, upsells, and renewals to understand agency performance.
- Integration flexibility: Connect with Zapier and other tools to automate workflows.
Who It’s For
Retainr is designed for freelancers and digital agencies looking to productize their services, improve client management, and scale their business.
Key Benefits
- All-in-one platform for client management, payments, and project delivery
- White-label customization with branded app and client portals
- Automation of emails, tasks, and payment notifications
