Retainr
retainr.ioClient revenue system for independent experts to package, sell, and deliver services.
Client revenue system for independent experts to package, sell, and deliver services.
Real estate lead follow-up with ownership, history and status filters
Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.
Compose API requests, inspect responses, and organize repeatable calls into collections.
Customer and employee surveys with assigned follow-up cases
Agency recruitment with saved searches that trigger follow-up tasks
AI framework that reads WhatsApp and text to organize sales and follow-up tasks
A mail client with integrated PGP and S/MIME key workflows
Relationship CRM with contact boards, stage-triggered follow-up, and inbox connections
AI agent for real estate agents that runs inbox, calendar, CMAs and follow-up
Insurance client and policy records connected to sales and servicing work
Accounting practice tasks, time, billing and temporary absence cover
AI platform that captures emails, calls, and meetings and updates CRM or AMS records.
Review sales replies by campaign, sender, client and team member in one inbox
Creator campaigns with client-specific approvals and reusable outreach
Inspect and edit relational and other databases from a native desktop client.
Let clients book appointments from a service business’s availability page.
Track client work and use billable time as the starting point for invoices.
Coordinate appointments, classes, staff calendars, and online reservations for a service business.
Use a cross-platform SQL database engine that ranges from embedded and single-user use to multi-client deployments.
Bring channels, threads, and direct messages together with task boards, documents, and client access.
Give clients and teams persistent group and one-to-one chat inside a secure collaboration portal.
A project timer for freelancers and agencies that organizes work by client and project.
Automatically track app, website, client, and project time with focus tools.