Retainr.io: Client Management Software for Freelancers and Agencies
Retainr.io helps professional service providers productize their services and manage client workflows. It is designed for agencies looking to centralize billing, onboarding, and task tracking in a branded environment.
At a glance
- Category
- Operations
- Best for
- Freelancers, Solopreneurs, Digital marketing agencies, Design studios, Professional services firms
- Pricing
- Monthly plans range from $39 for solopreneurs to $289 for larger agencies. A $1 trial for 7-day access is available.
- Key use cases
- Selling Productized Services, Client Onboarding, Agency Operations Management, Recurring Revenue Tracking
- Integrations
- Zapier, Google Analytics, Stripe, PayPal, Razorpay
- Official website
- www.retainr.io
Retainr.io is a client management tool designed for freelancers, solopreneurs, and small agencies. It supports the creation of productized service packages that clients can purchase and manage through a centralized hub.
The platform includes operational tools such as built-in billing, project and task tracking, and a support desk. A core feature is its white-label capability, allowing users to apply their own branding, domains, and logos to the client-facing experience.
For agencies using other tools, it supports automation via Zapier and provides conversion tracking through Google Analytics. It also offers browser-based access and mobile apps for iOS and Android.
Buyers should confirm team size limits across plans, as the number of allowed users differs between the Solo, Teams, and Agency tiers.
Key Features
Supports customization of the client experience with user-defined branding, logos, and custom domains.
Supports one-time and recurring invoices and accepts payments via processors such as Stripe, PayPal, and Razorpay.
Allows the creation of defined service packages that clients can purchase via direct links.
Includes dashboards for tracking progress and assigning tasks for project delivery.
Provides a centralized system for managing and resolving customer inquiries.
Uses AI and automated flows to support routine tasks, onboarding, and project timelines.
Use Cases
Turning freelance skills into standardized packages that clients can purchase via magic links.
Using automated sign-up flows and branded portals to welcome new clients.
Centralizing task assignments, file storage, and client communication in a single dashboard.
Setting up monthly retainers and automatic billing for ongoing service contracts.
Best For
Integrations
Pricing
Monthly plans range from $39 for solopreneurs to $289 for larger agencies. A $1 trial for 7-day access is available.
FAQ
No, Retainr.io states it has 0% transaction fees on payments collected from clients.
Yes, it includes white-label features that allow you to use your own logo, colors, and custom domain.
The Solo plan is for 1 user, the Teams plan supports up to 6 users, and the Agencies & Startups plan supports up to 18 users.
Yes, it has integrations with Google Analytics and Zapier, which can connect it to other apps via webhooks.
Source category: Operations
Source subcategory: CRM
