Retainr.io
PaidCloud-based all-in-one client management platform for freelancers and agencies to productize services, manage clients, payments, and projects under a white-label brand.
Tool Information
What is Retainr.io?
Retainr.io is a cloud-based all-in-one client management platform that enables freelancers and web agencies to sell and deliver services as products, manage clients and orders, process payments, automate workflows, and collaborate via a unified white-label dashboard and portals.
Core Features
White-label branding and client portals
Fully white-label experience with custom branded app, client portals, colors, logo, domain, and native mobile app conversion so everything runs under the user's brand name.
Custom service packages
Create and sell tailored packages including fixed-fee subscriptions, flexible trials, retainers, one-offs, and monthly plans with custom pricing and terms.
Magic Links for signup and payments
Generate custom magic links for instant client signup, onboarding, and payment without long forms or PDF invoices; combines signup and payment in one step.
Unified dashboard and task management
Central dashboard to monitor progress, assign tasks to team members, provide real-time visibility to clients, chat, share updates, and track work.
Workflow automation
Automate emails, tasks, orders, payment notifications, team messages, and client updates to reduce repetitive work.
Built-in support desk and helpdesk
In-built support desk for client support and helpdesk functionality as part of client management.
Invoicing and multi-processor payments
Create hosted invoices with service packages and tax rates; support one-time, recurring, and automatic payments via Stripe, PayPal, Razorpay and more.
Client onboarding and lead-to-client flows
Custom sign-up flows, one-click signups, and magic links matched to services and brand for fast professional onboarding.
Cross-device access and mobile optimization
Natively responsive platform optimized for mobile, tablet, and desktop; optional one-click conversion to native mobile app.
Insights, referrals, and file storage
Track conversions, upsells, and renewals; includes file storage, project delivery, and referrals within the all-in-one suite.
Use Cases
- #1
Productizing freelance and agency services
Turn expertise and services into scalable sellable products or packages and promote them from a single platform.
- #2
White-label agency branding and scaling
Run a digital agency under own brand with branded portals, app, pricing, and payments to build recognition and credibility.
- #3
Streamlined client onboarding and payments
Use magic links and custom flows to sign up clients and collect payment instantly without invoices or lengthy forms.
- #4
Centralized client collaboration and project delivery
Bring team and clients into one space for chat, tasks, updates, progress tracking, and delivery while eliminating email threads.
- #5
Automating agency operations and revenue tracking
Automate repetitive processes and gain insights on conversions, upsells, and renewals to increase efficiency and profitability.
Pricing Plans
Limited-time $1 trial offered to start selling; no full public pricing tiers detailed on the homepage.
Alternatives
Frequently Asked Questions
What is Retainr.io?
Who is Retainr.io designed for?
Does Retainr.io offer white-label branding?
How do Magic Links work in Retainr.io?
What payment options does Retainr.io support?
Is there a trial available for Retainr.io?
Which devices and platforms can I use Retainr.io on?
Retainr.io Contact & Social Media
- Phone
- Support
- Website:
- Twitter
- YouTube
- LinkedIn
- TikTok
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