Retainr

Retainr is a cloud-based software platform designed specifically for freelancers, web agencies, and small service businesses to manage their client relationships and project workflows in a unified environment. The system provides a structured way to convert services into sellable products, allowing users to present their expertise through branded client portals and custom pricing packages. At its core, the platform functions as a central hub for handling multiple business operations, including client onboarding, order management, payment collection, task assignment, file storage, helpdesk ticketing, project delivery, and referral tracking. Users can create service listings with transparent pricing, enabling clients to browse available offerings, place orders, and make payments directly through the platform. The payment integration supports automated invoicing and receipts, reducing manual administrative work. Task management features allow users to assign work items to team members or subcontractors, set deadlines, and monitor progress. File storage is built into each project, so all relevant documents, deliverables, and assets are organized in one place. The helpdesk module offers a ticket-based support system for handling client queries and issues, with the ability to set response templates and prioritize requests. For agencies and freelancers who want to build their own brand presence, Retainr includes a fully white-label experience. Users can customize the platform with their own logo, color scheme, and domain name to create a dedicated client-facing application. Client portals are branded accordingly, giving customers a consistent experience that reinforces the service provider’s identity. The system also supports referral programs, enabling users to track and rewa