Retainr.io

Retainr.io – All-in-One Agency Management Software for Creative People

Retainr.io is an AI-driven, all-in-one agency management platform designed to help creative agencies productize services, manage clients, and scale profitability. It provides a unified solution for file storage, client management, payments, tasks, help desk, project delivery, referrals, and white-label capabilities. With features geared toward onboarding, upselling, automation, and seamless integrations, Retainr enables agencies to run like a productized, tech-enabled business rather than a collection of disparate tools.

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Key Value Propositions

• Productize services and package offerings for repeatable, scalable delivery.
• Centralized client management with real-time visibility across projects and communications.
• White-label branding including custom apps, sign-up experiences, and client portals.
• Built-in payments, invoicing, and tax handling with multiple payment gateways.
• Automation and integrations (e.g., Zapier, Google Analytics) to streamline workflows.
• Mobile-friendly access and an on-brand client experience from onboarding to project delivery.

How to Use Retainr.io

1. Set up your agency branding. Configure your logo, colors, domain, and create your white-label app for clients.
2. Define service packages. Create repeatable offerings with clear inclusions, pricing, and delivery timelines.
3. Onboard clients seamlessly. Use custom signup links and onboarding flows to bring clients into the platform quickly.
4. Manage projects and communications. Track progress, share updates, assign tasks, and keep clients in the loop in real time.
5. Automate workflows. Automate emails, task updates, orders, and payment notifications to reduce manual work.
6. Process payments and invoices. Send invoices, accept payments (Stripe, PayPal, Razorpay, etc.), and manage recurring billing.
7. Analyze and optimize. Leverage analytics to measure conversions, track performance, and inform upsell opportunities.
8. Integrate and scale. Connect Retainr to Zapier, Google Analytics, and other apps to extend capabilities.

Data ownership: All data and customers belong to you. Security is prioritized with encryption and access controls.

Features Overview

• Unified Agency Dashboard: View all clients, projects, tasks, and financials in one place.
• Client Management CRM: 360-degree client profiles with activity history and collaboration tools.
• Project Delivery: Task assignments, real-time status, milestones, and client-visible progress.
• Help Desk & Support: Centralized ticketing and support workflows.
• File Storage & Sharing: Central repository for assets, briefs, and deliverables.
• Invoicing & Payments: Create invoices, collect payments, manage taxes, and handle subscriptions.
• Upsells & Packages: Define upsell opportunities and tailor packages per client.
• White-Label & Branding: Custom app, signup experience, client portal, and branding assets.
• Automations: Email automation, task automation, and workflow automations.
• Integrations: Built-in Zapier/Webhook support and Google Analytics integration.
• Mobile Access: Native-feel mobile experience for agencies, clients, and teams.
• Security & Compliance: Data encryption, access controls, and regular security audits.

Why Retainr.io Works for Agencies

• Standardization: Turn services into repeatable offerings with consistent delivery.
• Efficiency: Automations reduce manual work, enabling teams to focus on high-impact work.
• Scalability: Grow client base and revenue without a linear increase in headcount.
• Client Experience: Automated reporting and smooth onboarding elevate client satisfaction and retention.
• Data-Driven: Analytics guide decisions on performance, conversions, and upsell opportunities.

Core Features

• All-in-one platform covering file storage, client management, payments, tasks, help desk, project delivery, and referrals
• White-label app with customizable branding, sign-up experiences, and client portals
• Onboarding flows and custom signup links for rapid client acquisition
• Productized service packages with clear deliverables and pricing
• Unified client profiles and real-time collaboration for teams and clients
• Built-in invoicing, payments, and recurring billing with multiple processors
• Automated emails, tasks, orders, and workflow updates
• Zapier and Webhook integrations for thousands of apps
• Google Analytics and other analytics integrations for performance tracking
• Mobile-ready access with a branded app experience
• Security features including encryption, access controls, and audits

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What You Get With Retainr.io

• A platform to productize agency services and package offerings for scalable delivery.
• A centralized hub for client communication, project management, and payments.
• White-label capabilities to present a professional, brand-consistent experience.
• Automation and integration capabilities to streamline operations and boost profitability.
• Reliable hosting, security, and performance to support growing agencies.

FAQ Highlights

• Is data ownership yours? Yes. All data and subscribers are yours.
• Can I use it as a CRM? Yes, with built-in client profiles and CRM-like capabilities.
• Are there onboarding and support resources? Yes, including tutorials, knowledge base, and support.
• Are there 1$ trial or promotional offers? Yes, occasional limited-time trials and promotions are mentioned on the landing pages.

This description distills Retainr.io as a comprehensive, productized, white-label capable agency management platform designed to help creative teams operate more efficiently, scale services, and deliver a polished client experience.