AI TOOL PROFILE
Retainr.io: Client Management Software for Freelancers and Agencies
- Operations
- CRM
- 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.
At a glance
- Best for
- Freelancers, Solopreneurs, Digital marketing agencies, Design studios, Professional services firms
- Key use cases
- Selling Productized Services, Client Onboarding, Agency Operations Management, Recurring Revenue Tracking
- Integrations
- Zapier, Google Analytics, Stripe, PayPal, Razorpay
- Official website
- Visit Retainr.io official website
How AI is used
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
White-label Client Portals
Supports customization of the client experience with user-defined branding, logos, and custom domains.
Built-in Billing and Invoicing
Supports one-time and recurring invoices and accepts payments via processors such as Stripe, PayPal, and Razorpay.
Productized Service Packages
Allows the creation of defined service packages that clients can purchase via direct links.
Project and Task Management
Includes dashboards for tracking progress and assigning tasks for project delivery.
Integrated Support Desk
Provides a centralized system for managing and resolving customer inquiries.
AI and Automation
Uses AI and automated flows to support routine tasks, onboarding, and project timelines.
Use Cases
Selling Productized Services
Turning freelance skills into standardized packages that clients can purchase via magic links.
Client Onboarding
Using automated sign-up flows and branded portals to welcome new clients.
Agency Operations Management
Centralizing task assignments, file storage, and client communication in a single dashboard.
Recurring Revenue Tracking
Setting up monthly retainers and automatic billing for ongoing service contracts.
Integrations
- Zapier
- Google Analytics
- Stripe
- PayPal
- Razorpay
FAQ
Does Retainr.io charge transaction fees?
- No, Retainr.io states it has 0% transaction fees on payments collected from clients.
Can I use my own branding on the client portal?
- Yes, it includes white-label features that allow you to use your own logo, colors, and custom domain.
Which plan should I choose based on team size?
- 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.
Does Retainr.io integrate with other apps?
- Yes, it has integrations with Google Analytics and Zapier, which can connect it to other apps via webhooks.
Source category: Operations
Source subcategory: CRM
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