Retainr

Key Information

Features

• Unified dashboard for project and client management.
• Client management with streamlined onboarding and communication.
• Payment processing with unique Magic Links.
• White-label solutions for branded portals and apps.
• Task automation for routine processes.
• Insights and analytics for performance tracking.
• Integrations with 10,000+ apps via Zapier.
• Mobile accessibility for on-the-go management.

Pros

• Comprehensive white-label features for professional branding.
• Flexible payment options with 0% transaction fees.
• Scalable plans suitable for freelancers, small teams, and large agencies.

Cons

• User limits on lower plans may restrict growing teams.
• Custom changes are only available in the Agency plan.

Pricing

• Freelancer Plan: $59/month for up to 2 users and unlimited clients.
• Team Plan: $99/month for up to 6 users and all Freelancer features.
• Agency Plan: $457/month for up to 18 users, custom changes, and 24/7 helpdesk access.

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What is Retainr?

Retainr is an all-in-one agency management platform that simplifies the way creative teams and freelancers handle their client relationships and project workflows. This tool centralizes various functions, allowing users to manage everything from client onboarding and communication to payments and project delivery in one place.

By integrating multiple services into a single interface, Retainr enhances productivity and efficiency, making it easier for agencies to focus on delivering high-quality work without getting bogged down by administrative tasks. With its user-friendly design and powerful features, Retainr aims to transform how agencies operate, enabling them to scale their services effectively.

Key Features

• Unified Dashboard: Retainr provides a centralized dashboard that offers a clear view of all projects and client interactions. This feature allows users to track progress, manage tasks, and oversee team activities in real-time, ensuring everyone is aligned and informed.
• Client Management: The platform streamlines the entire client management process. From onboarding new clients to ongoing support, users can efficiently handle communications, assign tasks, and maintain visibility throughout the client lifecycle.
• Payment Processing: With hassle-free payment options, Retainr enables users to create unique payment links for each service. Clients can pay directly through these links, simplifying the invoicing process and reducing administrative overhead.
• Magic Links: This innovative feature allows users to generate links for specific services, making it easy for clients to sign up and make payments in one seamless step. This eliminates the need for traditional PDF invoices.
• White-Label Solutions: Agencies can customize the platform with their branding, including logos and colors. This feature enhances brand identity and builds trust with clients by providing a consistent experience.
• Task Automation: Retainr automates routine tasks like emails and notifications. This saves time and reduces the risk of human error, allowing teams to focus on more strategic activities.
• Insights and Analytics: Users gain valuable insights into their agency’s performance through detailed analytics. This includes tracking conversions and identifying upsell opportunities, helping agencies maximize revenue potential.
• Integrations: The platform supports integration with over 10,000 applications via Zapier. This capability allows agencies to connect their existing tools seamlessly, enhancing overall workflow efficiency.
• Mobile Accessibility: Retainr is optimized for mobile devices, enabling users to manage their agency on the go. Whether communicating with clients or tracking project progress, everything is accessible from a smartphone or tablet.
• Collaboration Tools: The platform fosters collaboration among team members by providing tools for communication and task assignment. This ensures that everyone stays on the same page and can contribute effectively.
• Custom Service Packages: Agencies can create personalized service offerings tailored to individual client needs. Whether through monthly subscriptions or trial periods, this flexibility enhances client satisfaction.
• Help Desk Features: Retainr includes help desk capabilities that streamline support requests from clients. This ensures quick responses to inquiries and improves overall customer satisfaction.
• Reporting Tools: Users can generate customized reports that provide insights into various aspects of their business operations. These reports assist in data-driven decision-making.
• Resource Scheduling: The platform helps allocate resources efficiently based on project requirements and team availability. This ensures optimal use of personnel and time management.

Main Advantages

• Comprehensive White-Label Features: Retainr allows users to create fully branded client portals and web apps, giving agencies a professional edge without third-party branding.
• Flexible Payment Options: The platform supports 0% transaction fees and unique payment links for seamless client billing.
• Scalable Plans: Retainr offers pricing plans that cater to freelancers, small teams, and large agencies, ensuring flexibility as businesses grow.
• Collaboration-Friendly: With multi-user support and task management tools, teams can work efficiently and stay aligned on projects.

Key Limitations

• User Limits on Lower Plans: The Freelancer plan only supports up to two users, which may not suit growing teams.
• Custom Changes Restricted to Higher Plans: Customization options are only available in the Agency plan.

Main Advantages

• Complete White-Label Solution enables agencies to maintain their brand identity through customizable interfaces and client portals
• Zero Transaction Fees helps maximize profit margins by eliminating additional charges on payments
• Unlimited Client Management allows unrestricted growth potential for businesses of any size
• Branded Web Application provides a professional, customized experience for both agencies and their clients
• Flexible Team Management accommodates different team sizes with scalable user access options

Note: Prices are subject to change. Please check the official website for the most up-to-date prices.

Check Retainr Official Pricing ›

Key Limitations

• User Limits restrict team size based on subscription tier
• Limited Customization in lower-tier plans requires upgrade for advanced features
• Learning Curve for new users to master all platform features
• Platform Dependencies when integrating with third-party applications

How much does Retainr cost?

Freelancer Plan - $59/month

• Maximum 2 team users
• Unlimited clients
• Own branded web app
• White Label client portal
• 0% transaction fees
• No 'Powered By' branding
• $1 trial available (ending soon)

Team Plan - $99/month

• Maximum 6 team users
• Includes all Freelancer Plan features
• $1 trial available (ending soon)

Agency Plan - $457/month

• Maximum 18 team users
• Everything in Freelancer Plan
• Custom changes upon request
• 24/7 monitored helpdesk access
• $1 trial available (ending soon)

Frequently Asked Questions

1. What is Retainr used for?

Retainr is an agency management platform designed to streamline client management, project workflows, and payment processes. It helps agencies and freelancers manage tasks, onboard clients, track project progress, and automate routine operations—all in one place.

2. How long is the free trial for Retainr?

Retainr offers a 30-day trial for just $1. This trial provides access to the platform's features, allowing users to explore how it can benefit their agency or freelance business before committing to a paid plan.

3. Who is using Retainr?

Retainr is widely used by agencies, freelancers, and creative professionals who need efficient tools to manage their businesses. Common users include:

• Marketing agencies managing multiple clients and campaigns.
• Freelancers offering design, development, or consulting services.
• Small businesses looking to streamline project workflows.
• Creative teams collaborating on large-scale projects.
• Agencies scaling their operations with white-label solutions.

4. Can Retainr handle multilingual projects?

Yes, Retainr supports multilingual capabilities, making it suitable for agencies working with global clients. This feature ensures seamless communication and project management across different languages.

5. What platforms does Retainr integrate with?

Retainr integrates with over 10,000 applications via Zapier. This includes tools for communication, project management, and payment processing like Slack, Trello, Stripe, PayPal, and more.

6. Are there any usage limits?

The Freelancer plan supports up to two users and unlimited clients. The Team plan expands this to six users, while the Agency plan allows up to eighteen users. All plans offer unlimited storage per file (up to 1GB per file).

7. Does Retainr provide white-label features?

Yes, Retainr includes white-label features across all plans. Users can customize their client portals and branded web apps with their own logos, colors, and domains to maintain consistent branding.

8. How does Retainr simplify payments?

Retainr offers Magic Links for payment processing. Users can create unique links for each service or client, enabling seamless sign-ups and payments without the need for traditional invoices.

9. What is the refund policy for Retainr?

Retainr's refund policy varies based on the subscription terms. Users are encouraged to contact customer support directly for assistance with refunds or billing concerns.

10. How can Retainr be used effectively?

To maximize productivity with Retainr:

• Set up branded portals and apps for a professional client experience.
• Use task automation features to reduce manual work.
• Leverage analytics tools to track performance and identify upsell opportunities.
• Integrate with existing tools via Zapier for a seamless workflow.