CRM
Retainer
CRM software that watches renewals, quiet relationships, stalled proposals, and unpaid invoices for independent consultants
Retainer is a consultant-native CRM that monitors renewals, client relationships, proposals, and invoices, surfacing what needs attention on a single screen.
Overview
The Retainer homepage
Retainer is a CRM built specifically for independent consultants and fractional executives managing client retainers and projects. It monitors six key signals—renewal windows, going-quiet relationships, stalled proposals, overdue invoices, unbilled hours, and deals worth reconsidering—and ranks them by their cost to ignore, displaying what needs attention on a single Today screen.
The product connects to Google Calendar to automatically populate client history, eliminating manual data entry. It includes a deal pipeline with six stages that converts to engagements with one click, time and invoicing features to log hours and turn extra work into draft invoices, and a weekly Monday digest email.
Unlike generic CRMs designed for sales volume, Retainer focuses on relationship continuity and revenue retention. It is currently free during beta, with no credit card required. The product is single-user and built for one person's book of business.
Capabilities
- Today queue that ranks renewals, quiet relationships, stalled proposals, unpaid invoices, and unbilled hours
- Six-stage deal pipeline that converts to engagement with one click
- Time and invoicing with retainer utilization tracking
- Weekly Monday digest email with priorities
- Engagement tracking for retainers, projects, and hourly work
Pricing
Pricing model: Free
Free during beta; paid plans pricing to be announced before beta ends. Beta users will receive notice and preferred pricing.
Follow Retainer to get an email when they post a milestone, ship a new product or add a demo video.
Retainer fact sheet
| Community votes | 0 |
|---|---|
| Stage | MVP |
| Website | useretainer.com |
Retainer metrics
Vendor metrics for useretainer.com: Ahrefs Domain Rating and Majestic link data, with the delta since the last review.
- Domain Rating
- 1
- no change since last check
- Trust Flow
- 0
- no change since last check
- Citation Flow
- 21
- no change since last check
- Referring domains
- 8
- no change since last check
- External backlinks
- 9
- no change since last check
Vendor Domain Rating (Ahrefs) checked 6 Nov 2026, spec changed 30 Oct 2026. Vendor Majestic data checked 30 Oct 2026, spec changed 30 Oct 2026. Link metrics supplied by Majestic. Trust Flow, Citation Flow and Topical Trust Flow are trademarks of Majestic-12 Ltd.
Retainer vendor domain
Open the vendor record
We read this from the registry's RDAP record on 6 Nov 2026, 11:26 UTC.
- Domain age
- 3 months
- Registered
- Expires
- Registrar
- NameCheap, Inc.
- DNSSEC
- Not signed
Retainer post-launch report
| Measure | At launch, then latest |
|---|---|
| Domain Rating (Ahrefs) | 1 to 1 no change since launch 30 Oct 2026, then 5 Nov 2026 |
| Trust Flow (Majestic) | 0 first measured 30 Oct 2026 |
| Referring domains (Majestic) | 8 first measured 30 Oct 2026 |
Day 7 since launch. Next receipt: day 30, 29 Nov 2026. Many things move these figures, so a change is not proof of cause. Only stored readings are shown.
About to launch?
Plan your launch with our free playbook, from preparing your listing to choosing more launch directories.
- The week before
- On the day
- Week one
- Beyond launch
Compare and explore
See the alternatives to Retainer, Autometa vs Retainer, LeadRetain vs Retainer, Autovella vs Retainer, POWRPOS vs Retainer, Customermates vs Retainer, OSTRATA vs Retainer, more in CRM.
Buyer questions
What makes Retainer different from a generic CRM?
Retainer is built for consulting relationships, not sales volume. It automatically notices when a retainer ends in six weeks or when your best client has gone quiet—things generic CRMs won't tell you. It combines the pipeline, delivery, and invoicing workflows into one place so context doesn't die at handoffs.
How quickly can I start using Retainer?
About ten minutes. Connect your Google Calendar and Retainer reads your meeting history to draft your client list. You confirm who's a client and who's a prospect, and your first Today screen already has real history behind it.
Is Retainer right for sales teams?
No. Retainer is built for independent consultants and small firms running retainers and project work. It's not designed for sales teams chasing volume, anyone who needs shared pipelines and per-seat permissions, or single-transaction work.
What can Retainer see in my calendar?
Retainer reads only event times, titles, and invitee lists in read-only mode, just to distinguish client meetings from personal appointments. It cannot create, move, or delete anything, and you can disconnect it with one click.
“Free during beta” — what's the catch?
There isn't one. Everything is free while Retainer is in beta, and you'll know what the paid plans cost before beta ends, not after. Beta users get notice and a better price than anyone who shows up later. We'd rather have your feedback now than your card.
Leave a review for Retainer
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Retainer has a free listing. The owner can unlock the full profile with a paid launch for $5:
- Founder story (locked)
- Milestones (locked)
- Demo video (locked)
- Dofollow website link (locked)
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