Retainr

Retainr is a cloud-based client management platform for freelancers and agencies to sell services, manage delivery, and work under their own brand in one white-label workspace.

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Overview

Retainr is a cloud-based client management platform for freelancers, agencies, and service businesses that want to sell packaged services and manage delivery in one place. The product combines client onboarding, orders, payments, tasks, file storage, helpdesk, and project delivery in a white-label setup.

The site positions Retainr as a way to reduce back-and-forth during signup and service delivery. It supports branded web apps and client portals, payment links, recurring or one-time invoices, and workflow automation so teams can centralize client operations under their own brand.

Core features

Custom service packages

Present services as packages with fixed-fee, trial, subscription, or recurring payment structures so clients can choose and pay for a defined offer.

Magic links for onboarding and payment

Share one-click signup or payment links for each offer so onboarding and checkout happen in a single step.

Unified client workspace

Manage client work, tasks, boards, orders, tickets, file storage, and helpdesk activity in one system instead of separate tools.

White-label branding

Run the platform as a white-label experience with your own branding, domain, logo, and unbranded client-facing surfaces.

Workflow automation

Automate emails, task updates, order events, and payment notifications to reduce repetitive coordination work.

Integration and extensibility

Connect to Zapier, Google Analytics, API, and webhooks to extend the platform into existing workflows and tools.

Common use cases

Selling services as products
Package retainers, one-off services, or trial offers and let clients purchase them through branded links or a client portal.
Managing client delivery
Create a central workspace for client communication, task assignment, files, and project tracking so teams can keep delivery in one place.
Running under your own brand
Use branded web apps, custom domains, and white-label surfaces to present a more consistent agency identity to clients.
Reducing repetitive coordination
Automate routine emails, payment notifications, and task updates to cut down on manual follow-up work.
Extending workflows with integrations
Connect Retainr to Zapier or use API/webhooks to fit the platform into a broader tool stack.

Pros and Cons

Pros

Combines client management, payments, tasks, file storage, helpdesk, and project delivery in one platform.
Supports white-label branding with branded web apps, custom domains, and client-facing portals.
Offers multiple ways to sell services, including packages, one-time invoices, recurring invoices, and magic links.
Includes automation features for emails, tasks, order notifications, and related workflow steps.
Mentions Zapier, Google Analytics, API, and webhooks for extending workflows.

Cons

The source material is partial, so some capability details and integrations are described only at a summary level.
Plan limits and included capabilities differ by tier, so buyers need to review the pricing page closely before choosing a plan.

FAQ

Can Retainr be branded for my business?

Yes. The pricing and FAQ content describe Retainr as a white-label client management platform, and the app can be registered in the agency’s or brand’s name with its logo.

Are there limits on clients or team members?

The source says there is no limit on the number of clients or team members that can be added, although the pricing page still defines plan-based user caps for the hosted plans.

What kind of support and updates are included?

The pricing page says Retainr includes email, chat, and Zoom support sessions, and that cloud hosting handles updates automatically.

Does Retainr connect with other tools?

Yes. The source states that Retainr includes out-of-the-box integration with Google Analytics and Zapier, and also mentions API, webhooks, and Zapier webhooks.

How long does it take to get the mobile app?

Retainr says app delivery takes about 15 days, which the source explains is tied to app store publishing time for the branded mobile app.

Quick Facts

Category: Client management software
Primary users: Freelancers, agencies, and service businesses
Platform: Cloud-based web app with branded mobile app options
Pricing signal: Paid plans with a limited-time $1 trial mentioned on the pricing page
Integrations: Zapier, Google Analytics, API, and webhooks mentioned
Domain: retainr.io