AI-Driven Client Management Platform Trusted by 1,000+ Agencies

Productize Services With Ease

Grow. Automate. Sell

The only freelance software you & your agency need.
The all-in-one client management solution, covering file storage, client management, payments, tasks, help desk, project delivery, and referrals.

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Client Management Dashboard

Scale What You Sell

Turn Your Agency
Into Products

Onboard, Manage, Deliver Services & Upsell
While Increasing Revenue, Customer Satisfaction & Churn

Elevate Your Agency DNA

Transform your agency into a brand powerhouse with Retainr.io's white-label features. From your own branded app to custom sign-up experiences, wow your clients with tailor-made service packages, transparent pricing, and seamless payment collection.

Simplify Communication

Retainr.io makes working with clients easy from start to finish. Talk to your team and clients in one place, share tasks quickly, and let everyone see what's happening in real-time.

Insights, Upsells, and Integrations

Gain valuable insights into your agency's performance with Retainer.io. Track conversions, create and offer upsells, expanding your revenue streams. Integrate with Zapier and other tools for profitable workflows, ensuring your agency operates at maximum efficiency and growth.

Scale Your Digital Agency.
‍Increase Your Profitability.

All Your Services in One System

List all your services in an eye-catching, clean dashboard. Show what you do best with great photos, attention-grabbing headlines, and clear pricing – just like Fiverr services. Make it easy for your clients to pick, pay for, and use your services without hassle.

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The All-in-One Freelance Client Management Solution, Perfectly Suited to Freelancers' Needs

Craft Custom Solutions

For Creative Agencies

Make Clients Happy with Custom Packages: Impress your clients with services made just for them. Whether it's a monthly plan or a try-before-you-buy subscription, Retainr.io helps you offer services that fit exactly what each client needs.

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Lead Capture Magic

Craft the Perfect Onboarding Experience: Tailor the sign-up process to align with your agency's unique style.

Onboard Clients with Ease: Simplify the onboarding process. With Retainr.io, one-click onboarding ensures a swift and efficient start to your client relationships.

Magic Links: Create your dedicated service offering signup page! Share unique links for each service package, making client onboarding smoother and eliminating any signup friction. Perfect for calls, webinars, meetings, or emails!

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Hassle-Free Payments

Ease payment frictions with Retainr Magic Links: Create a link for each order, share it with your clients, and let them pay and get onboarded instantly. No more PDF invoices – it’s signup and payment, all in one magic link!

Create, send and get paid in minutes with Retainr-hosted invoices. Get paid via Stripe, PayPal, Razorpay and more.

Add service packages, and tax rates directly to your invoices. Get paid via your favourite payment processor.
One-time invoices, recurring invoices & automatic payments
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Upgrade How You Work with Clients

Retainr.io provides a unified dashboard where you can closely monitor progress, assign tasks to your team with clarity and ease, and offer real-time visibility to your clients.

Improve communication, enhance collaboration, and elevate your client experience.

Stay always in the loop with real-time task visibility.
Centralize all client interactions, from initial contact to ongoing support.
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Automate Emails, Tasks, Orders & Workflow.

Simplify your workflow effortlessly with Retainr's automation features.

From emails to team messages to critical client updates to new orders and payment notifications, Retainr.io automates repetitive processes, saving you time and increasing efficiency.

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Your Own Whitelabel App

Showcase your brand identity, fosters trust and build credibility with your clients, thanks to our powerful white-label features!

Customize Retainr with white-label features to fit your brand, your colors, your logo and your domain.
Transform your website into a native mobile app with just one click.
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Integrate with Zapier, and Beyond!

Connect Retainr to over 10,000 apps through Zapier or Webhook. Link your favorite tools, save time, and let tasks run on their own. Make your work easier by connecting the apps you use every day.

Integration with the official Zapier's Retainr app and webhooks

Facebook Pixels conversion tracking integration

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Your Agency Accessible from Everywhere

Run your digital agency on the go with a sleek mobile experience. White-label your services, communicate with clients, and track your agency's success — all from the palm of your hand.

Retainr is natively responsive and optimised for mobile
Stay connected and in control wherever your business takes you.
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We have the Best Solution for your Business

High security to protect from piracy

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Premium quality performance

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Full time customer support - 24/7

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Deliver a Professional Experience

With Retainr, you will impress clients from the very first interaction.
The platform enables you to maintain a polished, organized, optimized, and responsive approach to client management.

Built-In Support Desk

Experience a centralized and organized system for efficiently managing and resolving customer inquiries and issues, improving customer satisfaction
and streamlining support processes.

Personalised Client Portal

Customize Retainr to fit your brand and make yourself feel right at home, thanks to our powerful white-label features!

Collaborate with your team

Experience productivity as never before and collaborate seamlessly with your team and clients.

Track your revenue

Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches.

Deliver a Pro-fessional Experience

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In-Build Support Desk

Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches.

Personalised Client Portal

Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches.

Collaborate with Team

Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches.

Track your Revenue

Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches.

What our clients say

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John Carter
Marketer at Facebook

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Sophie Moore
Designer at Google

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Matt Cannon
Developer at YouTube

Productize

Your Agency

Services

See Retainr in Action.

With Retainr, you can manage all your orders in one place. This prevents your agency from dealing with endless back-and-forth communication. Get more done with less effort. Deliver faster and satisfy your clients.

Wall of Love

See why thousands of Web agencies and freelancers love Retainr

"After fifteen years in the industry I thought the way I handled my clients was very efficient. And I did...That is until I ran into Retainr and improved my efficiency by 40%!"

Retainr has been a real game-changer for our design agency! It has simplified our client management, improved collaboration among our small team, and provided valuable insights into our client relationships! I can't recommend it enough.

Raul

CEO

Thanks to Retainr, we've not only retained our clients but also grown our business. It's a must-have for any agency looking to grow!

Hanna

Business owner

The way I manage clients has totally transformed. Retainr has comprehensive features that make it extremely easy to keep all client interactions in one place. I've never been so efficient and organized since I switched to Retainr!

Rajesh

Freelancer

Sarah's Journey With Retainr

In the bustling world of digital marketing, Sarah, a passionate freelancer, decided to start her own marketing agency.
She knew that in order to succeed in this competitive landscape, she needed a reliable platform to manage her business and productize her services that she would sell. That's when she discovered Retainr!

Sarah began her journey by setting up her agency's whitelabel app on Retainr. This allowed her to customize the app with her agency's branding and logo, giving it a professional look and feel.

Navigating The First Steps

The first step in her journey was to implement a custom signup feature for her potential clients. This made it easy for businesses interested in her services to sign up, providing them with a seamless onboarding experience.

With the custom signup feature in place, Sarah could capture leads effortlessly. Every lead that showed interest in her agency's services was recorded within the app, helping her build a valuable list of potential clients.

Once she had her leads, Sarah seamlessly onboarded her clients using Retainr's user-friendly interface. This allowed her to quickly understand their needs and offer the right services to meet their goals.

Managing Clients Was Never This Easy

Sarah didn't stop there. She leveraged the platform to sell and offer her marketing services to clients. With Retainr's integrated payment system, she could easily collect payments from her clients, ensuring a hassle-free transaction process.

Managing clients became a breeze with Retainr's intuitive client management tools. Sarah could keep track of her clients' progress, deadlines, and campaigns, all from one centralized location.
‍
Sarah used Retainr's built-in communication tools to stay in touch with her clients, provide updates, and offer assistance whenever needed. As her agency grew, Sarah sought to maximize her revenue. Using Retainr, she could effortlessly offer and create upsells to her existing clients, boosting her overall income.

Leveraging Powerful Tools Into
A Success Story

To measure the success of her marketing campaigns, Sarah relied on Retainr's analytics capabilities, which integrated with Google Analytics and Facebook Pixel. This allowed her to track conversions, monitor the performance of her campaigns, and make data-driven decisions.

For automating various tasks and connecting different apps and platforms, Sarah integrated Retainr with Zapier. This made her workflow even more efficient and streamlined.

Sarah's journey with Retainr was a success story in itself. With the app's robust features and user-friendly interface, she was able to grow her marketing agency, offer exceptional services, and build lasting relationships with her clients.
‍Retainr had truly empowered her on her path to digital marketing success.

What our clients say

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John Carter
Founder at Agency X

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John Carter
Founder at Agency X

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John Carter
Founder at Agency X

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John Carter
Founder at Agency X

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John Carter
Founder at Agency X

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John Carter
Founder at Agency X

TRUSTED BY THOUGHT LEADERS FROM THE BIGGEST NAMES

FAQ

Contact
Are support and updates included?

YES! We're constantly adding new features and updates to Retainr for free! We also offer email, chat, and Zoom support sessions. Since we're hosted in the cloud, you don't have to worry about updates. You automatically get the latest and greatest updates.

Who owns data content and subscribers?

You do! All the data, customers, and everything else in your account are 100% yours.

How can you help productizing my agency services?

Retainr.io is designed to help web agencies productize their services by leveraging AI and automation. Here’s how Retainr supports this transformation:
‍
‍Standardisation: Retainr.io helps you define and package your services into clear, repeatable offerings. This ensures that clients know exactly what they’re getting, and your team knows exactly what to deliver.

‍Automation: By automating repetitive tasks, Retainr.io frees up your time, allowing you to focus on high-impact activities. This is crucial in productizing services, as it enables you to deliver consistent results with less manual effort.

‍Scalability: With Retainr.io, you can scale your offerings without needing to scale your team proportionally. The platform handles the heavy lifting, allowing you to serve more clients without compromising on quality.

‍Efficiency: By reducing the need for customisation and manual intervention, Retainr.io handles your operations, making your service delivery more efficient. This efficiency is key to maintaining profitability as you scale.

‍Client Experience: Retainr.io offers tools to enhance the client experience, such as automated reporting and communication. A better client experience leads to higher satisfaction and retention, crucial for a productized service.

By using Retainr.io, agencies can transition from offering time-consuming, custom services to delivering scalable, profitable, and productized services.

Can you handle the load?

Absolutely. Retainr is powered by Amazon, AWS Global Accelerator, and a proprietary multi-CDN. We're fault tolerant, distributed, highly available, and ready for anything you can throw at us.

Can I use it as a CRM?

Of course, you can! On top of all the built-in features, you get full client profiles that can be used as a CRM tool for your convenience.

Do I need to pay to send emails to my clients?

Nope. We are truly an all-in-one, and all emails are integrated and setup between you and your clients. Just connect your domain name, add your logo and you're all set. No integrations or third-party services are needed.

Do you integrate with Zapier and Google Analytics?

Yes, Retinar comes with out of the box integration with Google Analytics and Zapier. Using Zapier Webhook and API, you can connect to 1000s of apps right off the bat.

What are service packages?

Packages are a structure for selling services on Retainr that allow you create
tailor-made service packages that cater to each client’s unique needs.

Packages make buying and selling on Retainr easier in a few ways:
‍
Freedom
Agencies have the freedom to position their services exactly how they want to, at a price they choose.
‍
Efficiency
Clients can order exactly what they need in just one click.
‍
Clarity
Clients and Agencies are aligned on what’s included in the order from the start.

How do you ensure data security and privacy for client information?

Retainr prioritizes data security and privacy above anything else. We employ robust encryption measures, access controls, and regular security audits to safeguard your client data. Rest assured, your information is protected and accessible only to authorized users.

Why should I sign up for Retainr?

Retainr is the ideal choice for agencies and service based businesses looking to elevate their client management.

Comprehensive Client Management: Retainr offers a one-stop solution for all your client management needs. It centralizes client data, communication, and project management, streamlining your workflow and enhancing efficiency.

User-Friendly Interface: Our user-friendly platform makes it easy for teams to collaborate, track client interactions, and manage projects effortlessly. You'll save time and reduce the risk of missed details.

Data Security: We prioritize the security and privacy of your client data. With advanced encryption and access controls, you can trust that your information is protected.

Analytics and Insights: Retainr provides valuable data analytics to help you make informed decisions, track performance, and improve your client relationships. You'll have the tools you need to enhance client satisfaction and retention.

Integration Flexibility: Retainr smoothly integrates with various tools and platforms, allowing you to work with your existing software stack. This adaptability ensures a smooth transition to our platform.

Professionalism: With Retainr, you can present a polished and professional image to your clients. Impress them with your organized approach and responsiveness, leading to stronger, long-lasting relationships.

What our clients say

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“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

John Carter

Designer at BRIX Templates

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Sophie Moore

Head of Marketing

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Matt Cannon

Lead Developer

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Andy Smith

Vp of Marketing

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

John Carter

Designer at BRIX Templates

“Ultrices eros in cursus turpis massa tincidunt sem nulla pharetra diam sit amet nisl suscipit adipiscing at risus viverra adipiscing at in tellus integer.”

Sophie Moore

Head of Marketing

“Convallis posuere morbi leo urna molestie at elementum eu facilisis sapien pellentesque habitant morbi tristique senectus et netus et uteu.”

Matt Cannon

Lead Developer

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Andy Smith

Vp of Marketing

Frequently asked questions

We have put together some commenly asked questions.
What is a project ?

Sure! You can test out Webflow on our free plan where you can experiment with 2 projects. Your unhosted projects will have a two-page limit, but you can purchase a site plan on a per-project basis to unlock up to 100 static pages and additional CMS pages.

What is a project ?

A project is a website that you build in Webflow. You can publish projects to a webflow.io staging subdomain for free, export the code on a paid plan, or add a site plan to connect your custom domain and unlock hosting features.

What is a project ?

Pro accounts can add their own logo to Client Billing forms and the Editor. Pro accounts can also remove references to Webflow in the source code and form submission emails, and hide the Webflow badge from their staging sites.

What is a project ?

Sure! You can test out Webflow on our free plan where you can experiment with 2 projects. Your unhosted projects will have a two-page limit, but you can purchase a site plan on a per-project basis to unlock up to 100 static pages and additional CMS pages.

What is a project ?

A project is a website that you build in Webflow. You can publish projects to a webflow.io staging subdomain for free, export the code on a paid plan, or add a site plan to connect your custom domain and unlock hosting features.

What is a project ?

Pro accounts can add their own logo to Client Billing forms and the Editor. Pro accounts can also remove references to Webflow in the source code and form submission emails, and hide the Webflow badge from their staging sites.

Productize any digital work with AI & Automated Flows.

Sell Productized Freelance Services

From branded client portals to efficient project management, Retainr empowers your agency at every step.

Start Your Success Today

Join Top Agencies: Grow Faster, Scale Better and Work Smarter with Retainr

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