Retainia
All-in-one Agency Management System
Description
Retainia is an agency management system that centralizes your business operations onto one organized platform. Built to help agencies handle client orders, invoicing, tasks, and messaging more efficiently, it also enhances the client experience with a custom-branded portal.
By integrating workflows, boards, CRM, and secure communication in a single solution, Retainia enables agencies to boost productivity, reduce back-and-forth communication, and maintain transparent relationships with clients through dependable, easy-to-use tools.
Key Features
- Client Orders Management: Organize and track all client orders efficiently
- Task Management: Centralized boards and workflows for tasks
- Invoicing: Built-in invoicing powered by Stripe for seamless payments
- Messaging: Integrated chat and messaging for team and client communication
- Custom Branded Client Portal: Personalized client portals with your agency's branding and custom domain
- CRM: Manage client relationships and data within the platform
- File Sharing: Securely share files within projects and with clients
- Automation: Streamline repetitive workflows and processes
- Integrations: Supports advanced integrations for established agencies
- Team Collaboration: Foster collaboration for on-site and remote teams
Use Cases
- Streamlining project management for digital agencies
- Managing invoicing and payment collection from clients
- Providing clients with a branded, organized communication portal
- Automating workflow and team collaboration processes
- Centralizing orders, tasks, and documentation for agencies
- Enhancing remote agency operations with real-time communication
Frequently Asked Questions
What is Retainia?
Retainia is an agency management system designed to streamline client orders, task management, invoicing, and messaging, all within a single platform. It also offers a custom-branded client portal for a seamless and organized client experience.
How does Retainia help agencies manage operations?
Retainia offers order management, team collaboration, task tracking, CRM, invoicing, boards, and workflows, enabling agencies to organize projects, meet deadlines, and improve team coordination effortlessly.
How does Retainia improve client communication and collaboration?
Through a dedicated client portal, Retainia allows clients to track their orders, receive deliverables, make payments, leave feedback, and pay invoices in one place, ensuring transparent and effective communication.
Is there a free trial available for Retainia?
Yes, Retainia offers a 3-month free trial for early users. You can access the trial by booking a demo or contacting them via email.
Is Retainia suitable for small agencies?
Yes, Retainia is designed to be scalable and is suitable for agencies of all sizes, including small and medium-sized businesses.
