| What it does | Run the whole show. Stay tidy.
| Turn Client Work Into Recurring Revenue
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| Stage | MVP
| Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Free
| Free
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| Pricing | $0 for selected early users during early access. Custom feature development support is available to select customers, priced by effort required.
| Free forever with every feature, unlimited team members and clients, white-label portals, and no Retainr transaction fees.
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| Key features | - CRM for customers, companies, opportunities, and history
- Email and phone integration with customer records
- Project management with tasks, dependencies, and deadlines
- AI call summaries and follow-up automation
- LinkedIn profile capture browser extension
- Lead enrichment with AI
- Customer and stakeholder portals
- Invoicing with payment status tracking
- Opportunity pipeline with stages and value tracking
| - Package services with fixed-fee subscriptions, retainers, one-off jobs, and paid trials
- Service-specific signup links for targeted client onboarding
- Unified dashboard to manage clients, orders, tasks, files, and payments
- White-label branded client portal with custom domain
- Automation workflows with intake forms, magic links, and Zapier integration
- Recurring revenue management with renewal tracking
- Client communication and ticketing system
- API and webhooks for integrations
- Mobile app access
- Storage up to 1 GB per file
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| What makes it different | - One unified workspace replacing seven separate tool categories
- Full customer context preserved through every business workflow stage
- AI assistance built directly into customer workflows
- Designed specifically for small teams and service businesses
- Simple, tidy interface that teams actually use consistently
| - Free forever with all features included and no transaction fees
- Niche-specific setup with industry playbooks for consultants, designers, SEO experts, and coaches
- Structured 6-step method to systematize and repeat successful client journeys
- Unlimited team members and clients without seat or plan limits
- Built and supported by independent product engineer Pierre-Henry
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 45 ▼ −2 (down) since last check |
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| Trust Flow (Majestic) | 0 | 13 |
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| Citation Flow (Majestic) | 0 | 34 |
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| Referring domains (Majestic) | 0 | 360 |
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Pipetidy
Retainr