Retainr

What is Retainr?

Retainr is an all-in-one client management software designed for freelancers and agencies to streamline their operations, automate workflows, and scale their businesses. It provides a comprehensive platform to manage clients, projects, payments, and communications in one centralized location.

How to use Retainr?

1. Sign up: Create an account on Retainr.io.
2. Set up your profile: Customize your brand with white-label features.
3. Add your services: List your services with clear pricing and descriptions.
4. Create custom packages: Offer tailored services to meet specific client needs.
5. Invite clients: Use magic links for easy sign-ups and onboarding.
6. Manage projects: Track progress, assign tasks, and collaborate with your team.
7. Automate workflows: Set up automated emails, tasks, and notifications.
8. Collect payments: Use Stripe, PayPal, or Razorpay for hassle-free payments.

Why is Retainr important?

Retainr is essential for:

• Increasing efficiency: Automate repetitive tasks and streamline workflows.
• Improving client satisfaction: Offer personalized services and seamless communication.
• Scaling your business: Manage more clients without compromising quality.
• Boosting revenue: Create upsells and expand your service offerings.

Key Features of Retainr:

• Client Management: Centralize client data and interactions.
• Project Management: Track progress and assign tasks efficiently.
• Payment Processing: Accept payments via multiple gateways.
• Automation: Automate emails, tasks, and notifications.
• White-Labeling: Customize the platform with your brand.
• Integrations: Connect with Zapier, Google Analytics, and more.

Customer Success Stories:

• Raul (CEO): Improved efficiency by 40%.
• Hanna (Business Owner): Retained clients and grew the business.
• Rajesh (Freelancer): Comprehensive features made client interactions easy to manage.

FAQ

Are support and updates included?

Yes, Retainr offers email, chat, and Zoom support, with constant updates and new features.

How does Retainr help productize my agency services?

Retainr helps by standardizing services, automating tasks, ensuring scalability, improving efficiency, and enhancing the client experience.

Does Retainr integrate with Zapier and Google Analytics?

Yes, Retainr integrates with Zapier and Google Analytics.

Why should I sign up for Retainr?

Retainr offers comprehensive client management, a user-friendly interface, robust data security, valuable analytics, integration flexibility, and professionalism.