Rubii: AI Character Community
What is Retainia?
Retainia is a comprehensive management platform built specifically for agencies seeking efficiency in handling client orders, task management, invoicing, messaging, and CRM operations. With features including a customizable client portal, integrated invoicing powered by Stripe, and workflow automation, agencies can offer clients a seamless, branded experience while centralizing all essential business processes.
By consolidating tasks, communications, file sharing, and payments into a single, user-friendly interface, Retainia eliminates the need for multiple subscriptions and scattered information. This platform empowers agencies to boost productivity, reduce administrative overhead, and foster transparent client relationships through dependable and organized interactions.
Features
- Client Orders Management: Centralizes and tracks all client orders for easier workflow.
- Task Management: Organizes and monitors agency and client tasks in real time.
- Custom-Branded Client Portal: Offers agencies the ability to present a tailored portal to clients.
- Invoicing Integration: Sends and receives payments seamlessly using Stripe integration.
- Messaging: Facilitates direct communication between agency teams and clients.
- CRM Capabilities: Manages client relationships and data within the platform.
- File Sharing: Enables secure exchange of documents and assets.
- Board & Workflow Automation: Streamlines repetitive processes and organizes deliverables.
- Custom Domain Support: Allows client portals to use agency-branded URLs.
- Dedicated Account Manager (Enterprise): Provides enterprise clients with tailored support.
Use Cases
- Managing and tracking multi-client projects from a unified dashboard.
- Creating, sending, and tracking invoices with integrated payment solutions.
- Providing clients with a seamless, branded portal for file sharing and communications.
- Automating task workflows to improve internal productivity and project transparency.
- Maintaining CRM data and interactions for improved relationship management.
- Centralizing team and client communications to reduce email overload.
- Customizing agency processes and reporting for enterprise-scale operations.
- Onboarding new clients with tailored forms and project outlines.
FAQs
-
What subscription plans does Retainia offer?
Retainia provides Lite, Plus, Pro, and Enterprise subscription plans, each tailored with different features and functionality to suit agencies of various sizes and needs. -
Does Retainia allow custom branding for client portals?
Yes, Retainia offers a custom-branded client portal, including support for custom domains. -
What payment integrations does Retainia support for invoicing?
Retainia's invoicing functionality is powered by Stripe for seamless payment collection. -
Is there a free trial or demo available?
Prospective users can book a free demo, and there are opportunities to receive up to a 3-month free trial.
Related Queries
Helpful for people in the following professions
Retainia Uptime Monitor
Average Uptime
100%
Average Response Time
153.94 ms
Featured Tools
Join Our Newsletter
Stay updated with the latest AI tools, news, and offers by subscribing to our weekly newsletter.
