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Retainr

The client revenue system for independent experts

Monthly visits
15.5K
Pricing
Free
Added
Nov 22 2024

About Retainr

Retainr is a client revenue platform designed for niche freelancers and independent experts who want to package services, onboard clients, deliver work in a branded portal, and grow recurring revenue. It provides a single system to manage offers, onboarding, delivery, and renewals from first purchase to ongoing engagement. The tool emphasizes a connected client journey centered on the expert’s brand and control over the delivery process.

The platform connects a named service package to a buying link, payment, onboarding, delivery, support, and recurring work. It aims to replace scattered tools with one branded workspace, where onboarding, orders, and progress stay attached to the client relationship. Retainr focuses on making the client journey deliberate and visible from purchase through ongoing service.

Retainr presents a unified workspace that combines productized offers, onboarding flows, a white-label client portal, project and ticketing features, and billing that ties to delivery. It supports customization of branding, domains, and client communications within a single system, with a goal of turning one-time work into recurring revenue and easier client management.

Retainr highlights integrations and platform traits such as white-labeled portals, a branded client experience, and unlimited seats and clients. It also notes a zero transaction fee from the platform itself and ongoing product updates, including an upcoming Magic Prospections workflow intended to help freelance developers and technical specialists identify and move prospects into Retainr workflows.

Use cases

  • Turn one-off projects into recurring care plans
  • Onboard clients efficiently with branded flows
  • Deliver and support within a single system

Key features

  • Magic Link to send offers into the right signup flow
  • White label branding for client portals and delivery
  • Retainr Method guiding the customer journey
  • Productized service storefront with clear packages
  • Client onboarding with tailored flows
  • White-label client portal and custom branding
  • Billing, recurring revenue and visibility
  • Projects, tasks, approvals, and support in one place
  • Prospecting and lead generation path (upcoming)
  • Zero transaction fees on Retainr payments

Pros and cons

Pros

Free forever with no plans or seat fees
White-label client portal and branding

Reviews

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Frequently asked questions

Is Retainr really free forever?
Yes. Retainr is now free forever. There are no more plans, seat fees, or feature limits.
Does Retainr charge a transaction fee?
Retainr adds no percentage transaction fee. A connected payment provider may still charge its standard processing fees.
Will the portal use my brand?
Yes. Your branded portal can carry your logo, brand name, custom domain, and client-facing experience.

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