Description
🖼️ Tool Name:
Retainr.io
🔖 Tool Category:
All-in-one agency & client management software with AI automation; falls under the categories of Tasks & Projects, CRM & Deal Tracking, and Integrations & APIs.
✏️ What does this tool offer?
Retainr.io is a platform designed for freelancers, digital agencies, and service-businesses to manage clients, projects, orders, payments, and automations in one branded white-label app. Key offerings include:
• Whitelabel mobile/web client portals for your brand.
• Unified dashboard for tracking client progress, tasks, projects, and invoices.
• Automation of emails, tasks, orders, payments, onboarding workflows.
• Invoice & payment processing (Stripe, PayPal, etc.), subscription/recurring payments.
• Integration with Zapier and webhooks to connect with 10,000+ apps.
• White-label branding features (your logo, domain, mobile app) to present as your own product.
• Team collaboration, task assignment, client communication, time-tracking, project milestones.
⭐ What does the tool actually deliver based on user experience?
• Users report significant improvement in efficiency, less time wasted on admin tasks (“improved my efficiency by 40%”).
• Agencies can scale by turning one-off projects into productized repeatable services using the platform.
• Client satisfaction improves thanks to clear portals, status updates, branded experiences.
• Automation allows freelancers/agencies to focus more on high-value work rather than logistics.
🤖 Does it include automation?
Yes — Retainr.io includes extensive automation:
• Automated workflows for onboarding, client management, payments, tasks.
• Connects with Zapier/webhooks for integrations and launching actions across apps.
• AI-driven features for decision-making, identifying client segments, content generation for niche services.
💰 Pricing Model:
Freemium trial + Subscription plans.
🆓 Free Plan Details:
• A $1 trial for 7 days is offered for full access in early trials.
• Core features accessible for freelancers/agencies with limitations in seats/branding.
💳 Paid Plan Details:
• Tiered monthly pricing based on team size, branding, mobile app packaging, number of clients. For example one listing shows Freelancer ~$39/month, Team ~$99/month, Agency ~$289/month.
• Lifetime or subscription deals via promotions.
🧭 Access Method:
• Web-based platform via https://www.retainr.io
• Sign-up and setup of branded portal, integrations, team members.
🔗 Experience Link: