Retainr.io

Retainr.io

Free Business & SaaS ✓ Verified

All-in-one agency management software for creative professionals to streamline operations and client relationships.

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About this Tool

Retainr.io

All-in-one agency management software for creative professionals to streamline operations and client relationships.

All-in-one agency management software for creative professionals to streamline operations and client relationships.

Pros & Cons

✓ Pros

  • All‑in‑one platform
  • AI automation of routine tasks
  • Integration with design tools

✗ Cons

  • Web‑only access
  • Pricing not publicly listed
  • Learning curve for custom workflows

Key Features

🔧

Centralized client CRM with contact history

🤖

AI‑generated proposals and follow‑up emails

🔧

Project and task management dashboard

💳

Automated invoicing and payment tracking

📊

Revenue and utilization reporting

🔗

Integrations with design tools (e.g., Figma, Adobe)

🔧

Customizable workflow templates

👥

Team collaboration and file sharing

📋 Scripts & Prompts for Retainr.io +

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🔌 MCP Servers for Retainr.io +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
solon
Intermediate ⭐ 2,715 📱 Claude Desktop, Cursor, Continue.dev
🔥 Java enterprise application development framework for full scenario: Restrained, Efficient, Open, Ecologicalll!!! 700% higher concurrency 50% memory savings Startup is 10 times faster. Packing 90% smaller; Compatible with java8 ~ java25; Supports LTS. (Replaceable spring)
🔌
hmk/attio-mcp-server
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
📇 ☁️ Allows AI clients to manage records and notes in Attio CRM
🔌
MonadsAG/capsulecrm-mcp
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
📇 ☁️ Allows AI clients to manage contacts, opportunities and tasks in Capsule CRM including Claude Desktop ready DTX-file
🔌
MMiddayWith the Midday MCP you can manage your business directly from tools like Cursor and Claude, features including: - Track time - Manage invoices - View reports like burn rate/expenses and more - List latest transactions - Plus 59 more tools Generate an API key in the Midday Dashboard.MCP13 installs
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🔌 Browse All MCP Servers →

🤖 AI Agents for Retainr.io +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
Business
👆 Manual
Explore agent skills for business applications, e-commerce, payments, and CRM systems. Features tools for building business workflows, payment integration, customer management, and enterprise application development. Most StarsRecently Updated [feishu-perm.md332.0k![openclaw](https://avatars.githubusercontent.com/u/252820863?v=4)from "openclaw/openclaw"Feishu permission management for documents an
https://skillsmp.com/categories/business
🔄 N8N
8925 Workflow Automation Templates
👆 Manual
[AI ](https://n8n.io/workflows/)[Sales ](https://n8n.io/workflows/)[IT Ops ](https://n8n.io/workflows/)[Marketing ](https://n8n.io/workflows/)[Document Ops ](https://n8n.io/workflows/)[Other ](https://n8n.io/workflows/</workflows/categories/
https://n8n.io/workflows/?categories=ai
⚡ ZAPIER
4 ways to use marketing automation to grow your business
👆 Manual
Read More
https://zapier.com/apps/categories/marketing
⚡ ZAPIER
Top Sales & CRM Apps
👆 Manual
1 - 22 of 1832 Sales & CRM apps by most popular * [![Google Forms logo](https://zapier-images.imgix.net/storage/developer_cli/82ee79efa898e62c2c8b71187e09fb91.png?auto=format&ixlib=react-9.10.0&q=50&fit=crop&h=20&w=20)![Google Forms logo](https://zapier-images.imgix.net/storage/developer_cli/82ee79efa898e62c2c8b71187e09fb91.png?auto=format&ixlib=react-9.10.0&q=50&fit=crop&h=30&w=30)Google FormsG
https://zapier.com/apps/categories/sales-crm
🤖 Browse All AI Agents →

Frequently Asked Questions

Retainr.io is available as free. Visit the tool's website for the latest pricing details and plan options.

Retainr.io offers a free plan. Check the website for feature limitations and upgrade options.

Visit the Retainr.io website for details on platform and device availability.

Many tools offer free trials to let you test before subscribing. Check the Retainr.io website for current trial availability and duration.

Community Rating +

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