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Automation

Retainr.io v2

All-in-one agency management software for creative professionals to streamline operations and client relationships.

Source rating 5.0 (78) 5.5k views 5.5k/mo traffic 0 saves Paid
Agency Management Software Client management Project management
More categories (9)
Freelance Software White-Label App Automation Invoicing CRM Task management Mobile app Client portal Service Productization
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From $57 / month

Verdict

A quick read before you dig into the full page.

Best if
You are web Agencies and need: Web agencies using Retainr.io can manage client projects from onboarding to delivery, ensuring seamless communication and…
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You need a free plan with no credit card
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Paid · From $57 / month

Overview

Retainr.io is an all-in-one agency management software designed for creative people, web agencies, and freelancers. It helps manage and productize services in a single platform, streamline client management, automate workflows, and elevate brand identity with white-label features. Retainr.io aims to increase productivity, client satisfaction, and profitability by simplifying communication, centralizing client interactions, and providing valuable insights.

Retainr.io v2 screenshot

Best for

Short scenarios where Retainr.io v2 tends to shine.

  • Web agencies using Retainr.io can manage client projects from onboarding to delivery, ensuring seamless communication and efficient task management.

    Best for Web Agencies

  • Freelancers can productize their services, create custom packages, and automate invoicing, leading to increased revenue and client satisfaction.

    Best for Freelancers

Example outputs 1

Sample generations and before/after results for Retainr.io v2.

Retainr.io v2 screenshot
Retainr.io v2 screenshot

Access & connections

Where you can use Retainr.io v2.

Platforms

Web

Capabilities

What this tool accepts, produces, and is strongest at.

Highlights

  • Client Management
  • Project Management
  • Task Automation
  • White-Label Branding
  • Payment Processing
  • Communication Tools
  • Reporting and Analytics
  • Mobile App

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FAQ 12

What is Retainr.io?
Retainr.io is an all-in-one agency management software designed for creative people, web agencies, and freelancers. It helps manage and productize services in a single platform, streamline client management, automate workflows, and elevate brand identity with white-label features. Retainr.io aims to increase productivity, client satisfaction, and profitability by simplifying communication, centralizing client interactions, and providing valuable insights.
How to use Retainr.io?
Use Retainr.io to list services, onboard clients, manage projects, automate tasks, communicate with teams and clients, send invoices, and track revenue, all within a branded platform.
Will the mobile app have my agency / brand name?
Yes! The app that is developed, will be registered in your Brand's name and will bear your Logo on App Store & Play Store.
Any limitation on the number of clients or team members that can be added?
No, the app allows you to add unlimited team members and serve unlimited clients.
Is it easy to add and sell services via mobile app?
The app is extremely easy to use. In two easy steps you can create a service package, add the payment details and start selling.
When will be the mobile app delivered?
Your app will be deployed on Play Store & App Store, and will be delivered in 15 days (this is the time taken by the app stores to publish your app).
Will Retainr also give website?
Yes, you get a mini website (web app) along with the app through which you can sell services.
What are the renewal charges?
Renewal charges are the same as the purchase price.
Are support and updates included?
YES! We're constantly adding updates to Retainr for free, and we 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.
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.
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.
Retainr.io v2 From $57 / month
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