Simplify managing clients, quotes and projects
Increase your traceability today. Manage clients, track time, and handle project kanbans all in one place. Retainero's comprehensive client portal and ticketing system streamlines your operations. Save 10+ hours weekly with our retainer billing and CRM/ERP solution.
Give your brain a break and jot it down in Retainero.
Uniquely and reliably yours
Your Retainer Billing & CRM 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 with our comprehensive client portal, ticketing system, and team kanban boards.
Client Relations Manager
House all information around your clients, quick-search and collate all relevant business information securely and privately. Retainero's CRM system streamlines client management for modern businesses.
Retainer Time & Task Tracking
Track pre & post paid retainers, projects and tasks efficiently with our comprehensive solution - eliminate the stress of holding on to client work and billable hours and streamline your interactions. Manage retainer billing with ease and transparency.
Secure Client Facing Portal
Allow your clients to have a home portal for accessing important information and encrypted passwords. Our team kanban system enables seamless collaboration between your team and clients.
Private Company Chat
Chat with your team in real time, privately and securely encrypted end to end. Retainero's team collaboration tools enhance your work from home CRM experience without storing or sharing chat dialogs.
Client Collab Kanbans
Create projects within a client, each generating a new kanban board. Our client kanban system provides visual project management that enhances team collaboration and client transparency.
Ticketing System & Support Portal
Provide your clients with an easy-access isolated subdomain for their private ticket requests, with timeline tracking. Our comprehensive ticketing system streamlines support and enhances client satisfaction.
Pricing
Choose the perfect plan for your team
Free for 30 days to try out. No per-seat pricing. Your team can send out company branded leads and quotes, track payment and development milestones, collaborate on projects and tasks, all while managing each client in their own individualised secure portal. Put your best foot forward with Retainero.
Standard
Most PopularPerfect for teams focused on retainer management and basic CRM operations
Save $59/year with annual billing
- Retainer sheet tracking (pre-paid, post-paid, running/monthly expiry)
- Hourly client notifications as work is rendered
- Unlimited clients, retainers, and tasks
- Unlimited email notifications
- Project Kanban boards
- Quote management system
- Customer ticketing center
- Tickets to action workflow
Premium
The complete business management solution with advanced features
Save $119/year with annual billing
- Everything in Standard
- Project Kanban boards
- Quote management system
- Customer ticketing center
- Tickets to action workflow
- Secure internal real-time team chat
- 1-hour, dedicated support response time
Educational & Non-Profit Discount
Get a discounted license for educational institutions or non-profit organizations (including churches). Enjoy all Premium features at a reduced price.
Frequently asked questions about Retainero
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Retainero allows you to efficiently manage hourly or pre-paid agreements with clear tracking and reporting features. Our agile CRM system streamlines client management, helping you overcome the awkward conversations about billable hours and ensure that your clients are always up-to-date with their account balances through our comprehensive client portal.
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Yes, Retainero provides tools to communicate updates to clients in real-time, ensuring transparency and satisfaction. Our team kanban system and collaboration tools enhance communication. It's proven that clients who are kept informed are more likely to be satisfied with rendered services, and our work from home CRM features support remote team collaboration.
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Retainero securely manages encrypted customer information and interactions, making it easy to track and maintain client relationships. Our agile CRM system provides comprehensive client management capabilities. 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 advanced ticketing system allows customers to lodge work requests, which can be tracked and managed efficiently within the platform. Our comprehensive support portal provides a seamless experience for both clients and teams. 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 advanced kanban boards and other organisational tools to help you plan, sort, and manage customer projects and sub-tasks effectively. Our client kanban system provides visual project management that enhances team collaboration. 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.