| What it does | AI-powered platform unifying CRM, documentation, and customer support
| Turn Client Work Into Recurring Revenue
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Freemium
| Free
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| Pricing | Free plan with unlimited seats, 1,000 records, 5,000 campaign sends/month, 10 envelopes/month, email channel and 50 AI credits. Desk plan $79/month (billed annually) or $99/month includes unlimited seats, 50,000 records, 100,000 campaign sends/month, 100 envelopes/month, email/LINE/WhatsApp, 200 AI
| Free forever with every feature, unlimited team members and clients, white-label portals, and no Retainr transaction fees.
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| Key features | - Pipeline management with deal tracking and KPI reporting
- Omnichannel support ticketing via email, LINE, and WhatsApp
- Knowledge base with public help centers and internal wikis
- Drip campaigns and newsletters with live CRM data
- E-signature with contract routing and audit trail
- Support Agent AI that answers from knowledge base
- SDR Agent for lead enrichment and qualification
- Unified customer timeline with support, agreements, pipeline, and campaigns
- Two-way email, LINE, and WhatsApp sync
| - 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 | - Single unified customer record across sales, support, onboarding and campaigns
- Pay only for agent actions that help customers; drafts and triage are free
- Five integrated products eliminate context loss between departments
- AI agents accessible and ready to deploy in minutes
| - 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) | 6 ● no change since last check | 45 ▼ −2 (down) since last check |
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| Trust Flow (Majestic) | 18 | 13 |
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| Citation Flow (Majestic) | 34 | 34 |
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| Referring domains (Majestic) | 35 | 360 |
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RightDesk
Retainr