What is Retainr.io?
Retainr.io is the premier all-in-one agency management software designed exclusively for creative professionals looking to scale their business without chaos. This powerful platform consolidates your entire workflow, from initial client contact to final payment, into a single, intuitive interface.
How to use Retainr.io?
First, import or add new leads into the built-in CRM. Convert leads to projects by sending professional proposals and contracts. Once signed, projects are automatically created. Break projects into tasks, assign to team members, and set deadlines. Clients access a dedicated portal to view progress and collaborate. Generate and send invoices with a single click upon completion.
Core features of Retainr.io?
- Client Relationship Management (CRM) to track leads and nurture client relationships
- Project Management tools with timeline tracking and task assignment
- Financial Suite for proposals, contracts, and automated invoicing
- White-label Client Portal for transparent project viewing
- Automation rules for handling repetitive tasks

