Retainr

Retainr: The All-in-One Client Management Platform for Freelancers and Agencies

What is Retainr?

Retainr is a comprehensive, cloud-based client management software designed to help web agencies and freelancers productize, automate, and scale their services. It provides a centralized platform to manage clients, projects, payments, tasks, and communication, streamlining workflows and boosting efficiency.

How does Retainr work?

Retainr works by providing a unified dashboard where agencies and freelancers can:

• Productize Services: Transform your services into profitable products with clear pricing and descriptions.
• Onboard Clients: Simplify the signup process with custom sign-up flows and magic links.
• Manage Projects: Monitor progress, assign tasks, and provide real-time visibility to clients.
• Automate Workflows: Automate repetitive tasks like emails, updates, and payment notifications.
• Customize Branding: Showcase your brand with white-label features, including a branded app.
• Integrate Tools: Connect Retainr with Zapier and other tools to streamline workflows.

Key Features and Benefits

• Client Management: Centralize all client interactions, data, and project information in one place.
• Productized Services: Easily list and sell services with clear pricing and attractive visuals.
• Simplified Communication: Facilitate team and client communication in one platform.
• Hassle-Free Payments: Accept payments via Stripe, PayPal, Razorpay, and more with automated invoicing.
• Automated Workflows: Automate emails, tasks, orders, and other repetitive processes.
• White-Label App: Customize the platform with your branding to create a professional client experience.
• Zapier Integration: Connect Retainr with over 10,000 apps through Zapier.
• Mobile Accessibility: Access and manage your agency on the go with a mobile-optimized experience.

Why Choose Retainr?

Retainr stands out as the ideal choice for agencies and service-based businesses looking to:

• Elevate Client Management: Offering a one-stop solution for all client management needs.
• Streamline Workflows: Centralizing data, communication, and project management.
• Enhance Team Collaboration: Providing an intuitive interface for seamless teamwork.
• Ensure Data Security: Prioritizing the security and privacy of client data with advanced encryption.
• Gain Valuable Insights: Offering data analytics for informed decision-making and performance tracking.
• Maintain Professionalism: Presenting a polished and organized image to clients.

Who is Retainr for?

Retainr is designed for:

• Web agencies
• Freelancers
• Marketing agencies
• Service-based businesses

Any business that wants to streamline client management, automate processes, and scale their operations.

How to Use Retainr?

1. Sign Up: Start with a $1 trial to explore the platform.
2. Set Up Your Brand: Customize the platform with your logo, colors, and domain.
3. Add Your Services: List your services with clear descriptions and pricing.
4. Create Custom Sign-Up Flows: Design a sign-up process that matches your brand.
5. Connect Payment Gateways: Integrate with Stripe, PayPal, or Razorpay to accept payments.
6. Invite Clients: Send magic links to onboard clients quickly.
7. Manage Projects: Monitor progress and assign tasks to your team.
8. Automate Tasks: Set up automated emails and notifications.

Practical Value

• Increased Efficiency: Automate repetitive tasks and streamline workflows.
• Improved Client Satisfaction: Provide a professional and organized experience.
• Enhanced Collaboration: Facilitate seamless communication between teams and clients.
• Scalable Growth: Manage more clients without compromising quality.
• Data-Driven Decisions: Track performance and make informed decisions with analytics.

Testimonials

Here’s what users are saying about 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."
• "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!"
• "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!"

Pricing

Retainr offers a limited-time $1 trial. Check the website for detailed pricing plans to find the best option for your business needs.

In conclusion

Retainr is a powerful client management platform designed to help freelancers and agencies productize their services, streamline workflows, and scale their businesses. With its comprehensive features, automated processes, and customizable branding options, Retainr offers a valuable solution for anyone looking to elevate their client management and achieve sustainable growth. By centralizing key functions and automating routine tasks, Retainr empowers businesses to focus on delivering exceptional service and building lasting client relationships. Its ease of use, combined with robust functionality, makes it a must-have tool for modern service-based businesses looking to thrive in today's competitive market.

FAQ

• Are support and updates included?
  • Yes! Retainr provides ongoing support and free updates.
• Who owns the data content and subscribers?
  • You do! All data is 100% yours.
• Can Retainr help productize my agency services?
  • Yes, Retainr is designed to help you define, automate, and scale your services.
• Can I use it as a CRM?
  • Yes, Retainr includes full client profiles that can be used as a CRM.
• Do I need to pay to send emails to my clients?
  • No, all emails are integrated and set up within Retainr.
• Do you integrate with Zapier and Google Analytics?
  • Yes, Retainr offers out-of-the-box integration with both.
• How do you ensure data security and privacy for client information?
  • Retainr employs robust encryption measures, access controls, and regular security audits.