Save time with Retainero
Retainero provides a powerful CRM for businesses to track their customers, manage their workloads & retainers, allow customers to lodge tickets, and organise projects efficiently.
Uniquely and reliably yours
Your Headquarters
You need somewhere to store your customers and customer information, communicate with them and track your workload allocated to them. Retainero makes it simple and secure.
- Client Relations Manager
- House all information around your clients, quick-search and collate all relevant business information securely and privately.
- Retainer Time & Task Tracking
- Track pre & post paid retainers, projects and tasks efficiently - eliminate the stress of holding on.
- Client Facing Portal
- Allow your clients to have a home portal for accessing important information and encrypted passwords.
- Private Company Chat
- Chat with your team in real time, privately and securely encrypted end to end. Retainero does not store or share chat dialogs.
- Kanban Client Projects
- Create projects within a client, each generating a new Kanban board. Invite members and guests to collaborate.
- Ticketing System
- Provide your clients with an easy-access isolated subdomain for their private ticket requests, with timeline tracking.
Pricing
Retainero just has one simple paid plan
Your payment plan allows you to send and receive unlimited email correspondence, invite your whole team and store unlimited customers. Your whole team can collaborate on tasks completed and not be charged per seat.
Team
Ideal for growing teams that need advanced features to manage multiple clients and projects.
- Unlimited team members
- Unlimited clients
- Unlimited active retainers
- Unlimited task completion emails (auto client correspondence)
- Unlimited customer quotes
- Powerful ticketing system with unlimited tickets
- Secure internal real-time team chat
- 1-hour, dedicated support response time
Discounted
Get a discounted license for educational or non-profit (Church) use. Enjoy all the features at a reduced price.
Frequently asked questions
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Retainero allows you to efficiently manage hourly or pre-paid agreements with clear tracking and reporting features. Overcome the awkward conversations about billable hours and ensure that your clients are always up-to-date with their account balances.
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Yes, Retainero provides tools to communicate updates to clients in real-time, ensuring transparency and satisfaction. Its proven that clients who are kept informed are more likely to be satisfied with rendered services.
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Retainero securely manages encrypted customer information and interactions, making it easy to track and maintain client relationships. Need to securely store encrypted records of a customer's passwords or other sensitive information? Retainero has you covered. Your customers will appreciate the peace of mind that comes with knowing they can always rely on you.
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Retainero's ticketing system allows customers to lodge work requests, which can be tracked and managed efficiently within the platform. All activity relating to tickets is recorded, ensuring that you can easily monitor and manage customer requests. Keeping a paper trail of all customer interactions is essential for maintaining a high level of customer service.
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Retainero offers Kanban boards and other organisational tools to help you plan, sort, and manage customer projects and sub-tasks effectively. Kanban boards are a great way to visualise your workflow and ensure that you are always on top of your projects. It gives a visual overview to your customers and team members, making it easy to see what needs to be done and when.