Retainr.io v2

Retainr is a comprehensive client management platform designed specifically for freelancers and agencies. It functions as a centralized hub where you can create and sell service packages, manage client onboarding, process payments, handle project tasks, and maintain all client communications. The platform replaces multiple disconnected tools by combining a CRM, project management system, payment processor, and client portal into a single interface.

What sets Retainr apart are its specific features tailored for service businesses. It offers white-label customization so everything appears under your brand, including a custom domain and mobile app. The platform includes built-in payment processing through Stripe, PayPal, and Razorpay, automated invoicing, task management with real-time visibility for clients, and Zapier integration for connecting with other tools. The 'Magic Links' feature is particularly clever, allowing clients to sign up and pay instantly without lengthy forms.

This tool is ideal for freelancers and small agencies looking to professionalize their operations. Real-world use cases include designers packaging their services into sellable products, consultants managing retainer clients with automated billing, marketing agencies delivering projects with transparent client visibility, and coaches handling client onboarding and communication through a branded portal. It's especially valuable for service providers tired of juggling multiple subscriptions for payments, projects, and client management.