10 Smart Retainer Management Software for Billing in 2025

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Ask any agency or consultant, and they’ll tell you that acquiring new clients is far more expensive than retaining existing ones. If your team isn’t actively managing ongoing client work or focusing on client satisfaction, it will eventually show—especially in your cash flow. This lack of structure affects client satisfaction and ultimately your revenue.

In fact, acquiring a new customer can cost five to seven times more than retaining an existing one.​

To improve retainer agreements and manage retainers efficiently for creative agencies, here’s a compiled list of the top retainer management software to help you handle recurring client work and maintain long-term client relationships.

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Top 10 Retainer Management Tools At a Glance

Here’s a quick comparison of the top retainer management software to help you choose the right fit based on key features, additional features, pricing, and user ratings.

ToolBest FeaturePrimary Use CasePricing
ClickUpDocs, Templates, Time Tracking, Dashboards in one workspaceRetainer management + project execution in a single, collaborative platformFree forever; Customization available for enterprises
AcceloFull quote-to-cash lifecycle with client portalsAutomating retainer billing, tracking, and client operations end-to-endCustom pricing
ScoroFinancial dashboards and margin trackingAgencies managing budgets, forecasts, and profitability alongside retainer projectsFrom $23.90/month per user
PaymoLive time tracking + recurring invoicingLinking billable hours to automated retainer invoicing with task trackingFree; Paid from $5.90/month
FunctionFoxCEO Desktop + retainer budget trackingCreative teams handling recurring clients with a focus on hours, scope, and reportingFrom $12/month per user
Toggl PlanTeam timelines with capacity and visual schedulingSmall teams coordinating workload across retainer projects with clarityFree; Paid from $10/month per user
HubstaffTime tracking with productivity monitoringOffice-based teams tracking hours, activity, and budget on retainersFree; Paid from $5/month per user
WrikeAdvanced permissions + AI + risk predictionEnterprise teams needing secure and scalable retainer workflowsFree; Paid from $10/month per user
Zoho ProjectsTask + budget tracking with AI assistantSmall teams needing affordable time + task + invoice trackingFree; Paid from $4/month per user
ProposifyProposal creation + analytics + eSignatureSales and client teams managing proposals, renewals, and retainer presentationsFrom $29/month per user
* Please check the tool’s website for the latest pricing.
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What Should You Look for in a Retainer Management Software to Strengthen Client Relationships?

Choosing the right retainer management software can help you build those tricky long-term client relationships and create a seamless workflow.

The biggest struggle when dealing with repeat customers is that all information is laid out on spreadsheets, making it difficult to make informed decisions. So, ideally, look for features that simplify retainer billing, improve cash flow management, and reduce administrative tasks tied to ongoing client work. 

Here’s what to prioritize for winning client retention strategies:

✅ Track retainer budgets, monitor retainer usage, and establish a payment structure while setting alerts for unused hours or approaching limits
✅ Integrate time tracking with invoicing to automatically generate bills for completed tasks
✅ Automate the invoicing process with support for different retainer models, including fixed price or evergreen retainers
✅ Access real-time insights with dashboards showing usage, performance, and client data
✅ Offer a client-facing portal for improved transparency and to enhance client satisfaction

💡 Pro Tip: Struggling with unpredictable income as a consultant? How Do Retainers Work for Consultants shows you how to secure steady, recurring revenue with the right retainer setup.

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The 10 Best Retainer Management Software

How we review software at ClickUp

Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.

Here’s a detailed rundown of how we review software at ClickUp.

The best retainer management solutions integrate with your project management tools, automate time tracking, and provide real-time insights into retainer usage.

Here are 10 tools that deliver all of that—and more.

1. ClickUp (Best for efficient retainer management and seamless team workflows)

Integrating your retainer management software with your project management system is critical. Yet, many agencies still face gaps when key information is scattered across tools.

ClickUp bridges that divide by transforming your project management workspace into a fully functioning retainer management hub within one platform. Here’s how all the features come together.

Align your team with ClickUp Docs

Each retainer period should reflect updated services, deliverables, pricing, and retainer terms to ensure alignment between your team and the client. ClickUp Docs makes creating, revising, and sharing retainer agreements from your workspace easy.

ClickUp Docs: retainer management software
Easily create, update, and send agreements during each retainer period with ClickUp Docs

You can connect each Doc to relevant tasks and timelines for context-rich collaboration.

Standardize your processes with ClickUp Templates

Once your retainer model is structured, you can build ClickUp Templates for onboarding, service packages, or project plans. This method standardizes workflows across clients, reduces manual effort, and helps your team focus on delivering rather than setting up.

💡 Pro Tip: If you want to ensure legal protection for consultants and clients, ClickUp’s Consulting Agreement Template is the way to go. 

Formalize client relationships without starting from scratch each time with the ClickUp Consulting Agreement Template

This consulting template standardizes terms related to scope, payments, and responsibilities, helping reduce misunderstandings and setting the foundation for a smooth, professional relationship.

Track your team’s input with ClickUp Time Tracking

With your workflows in place, it’s time to monitor hours spent on ongoing client work. ClickUp’s Time Tracking feature logs hours directly within tasks, helping you automatically generate invoices that reflect actual effort.

ClickUp's Time Tracking feature: retainer management software
Capture every billable minute to generate invoices correctly with ClickUp’s Time Tracking feature

This step is critical for ensuring that clients pay for completed work—and that no unused hours are missed.

Prevent burnouts with ClickUp Views

You’ll want to redistribute leftover time or bandwidth as contracts evolve or close. ClickUp’s Workload and Box View lets you rebalance your team’s time, avoiding gaps in productivity and keeping your retainer projects staffed efficiently.

ClickUp's Workload View: retainer management software
Manage team bandwidth and carry over efforts between retainer contracts with ClickUp’s Workload View

Break down tasks and share feedback with ClickUp Tasks and live collaboration

Once your projects are live, use ClickUp Tasks to break down each deliverable, assign dependencies, and prioritize work across the retainer period. Since every task is connected to your Docs, timelines, and time logs, your team always knows what’s next.

With resources aligned and tasks underway, you’ll need to ensure everyone stays connected. 

Whether it’s your internal team, freelancers, or clients, ClickUp’s collaboration tools—live editing, task comments, and real-time updates—support consistent communication across all ongoing work.

ClickUp's collaboration features: retainer management software
Work together seamlessly within one platform with ClickUp’s collaboration features

Get 360-degree project progress with ClickUp Dashboards

Lastly, as the work progresses, visibility becomes essential. ClickUp Dashboards provide real-time insights into retainer usage, deliverables, time tracked, and status updates—helping you demonstrate value and improve client satisfaction.

ClickUp Dashboards: retainer management software
Gain real-time visibility into their retainer usage and project status using ClickUp Dashboards

Here’s a quick guide to use ClickUp Dashboards for maximum output.

ClickUp for freelancers is another helpful way of organizing client projects, managing ongoing deliverables, and staying in control of your freelance workflows. From intake forms to time tracking and automations, freelancers can simplify every part of client work without toggling between tools. 

💡 Pro Tip: Juggling multiple clients without dropping the ball? Best Project Management Software for Freelancers helps you find tools to stay organized, meet deadlines, and keep every project on track.

💜 Bonus: ClickUp Brain Max: Supercharge retainer ops with Talk to Text

Turn every client touchpoint into billable clarity. With Brain Max on desktop, use Talk to Text to capture client calls, standups, and voice notes, then instantly:

  • Create tasks with assignees, due dates, and linked retainers
  • Draft meeting minutes, SOW updates, and monthly retainer summaries
  • Auto-generate action items for overage approvals and renewal prep
  • Append time entries to the right client/project while you speak

Result: cleaner handoffs, accurate billing, and faster month-end reports—without living in spreadsheets.

ClickUp best features

  • Draft, revise, and share retainer agreements using ClickUp Docs, with task and timeline linking
  • Create custom Templates for retainer projects, onboarding flows, and service delivery
  • Use built-in time tracking to log hours, avoid unused hours, and ensure accurate invoicing
  • Collaborate in real time with clients and contractors through Docs, Comments, and task sharing
  • Visualize retainer usage, delivery timelines, and performance with customizable Dashboards

ClickUp limitations

  • Can feel overwhelming for small teams without dedicated onboarding
  • Setup for complex retainer workflows may take time initially

ClickUp pricing

free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
per user per month
Everything in Free Forever plus:
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
per user per month
Everything in Unlimited, plus:
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business, plus:
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
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ClickUp ratings and reviews

  • G2: 4.7/5 (9,000+ reviews)
  • Capterra: 4.6/5 (4,000+ reviews)

What users have to say about ClickUp?

A G2 user says:

ClickUp is a custom solution to a wide variety of problems that my company needs to solve. We’re able to track projects in an efficient and collaborative way that keeps everyone organized and on the same page, while also keeping important information any of our users might need access to to complete a task.

G2 user

2. Accelo (Best for automating the entire quote-to-cash lifecycle)

Accelo (Best for automating the entire quote-to-cash lifecycle)
via Accelo

One of the greatest challenges in retainer management is unifying every stage of the client lifecycle—scattered tools for quoting, disconnected project tracking, delayed invoicing, and messy spreadsheets for retainer usage.

This fragmentation wastes time, increases errors, and makes it harder to deliver consistent value to retainer clients.

Accelo solves these issues with a true quote-to-cash platform that centralizes everything—from initial proposals and retainer agreements to task execution, time tracking, and billing.

Explicitly designed as a consultancy software for service businesses, Accelo combines operations, delivery, and finance so your team can manage ongoing client work in one place.

Accelo best features

  • Manage retainer agreements, quotes, and project scopes in one place using client portals and pipeline tools
  • Automate retainer billing, expense tracking, and recurring invoices with full visibility into retainer usage and financials
  • Monitor team capacity and resource allocation with utilization insights
  • Track time with intuitive logs and timesheets, ensuring every billable hour is accounted for during the retainer period
  • Access real-time insights with built-in dashboards that help forecast workload

Accelo limitations

  • Steep learning curve, especially during onboarding and configuration
  • Minimum seat requirements make it less ideal for very small teams
  • Interface can feel cluttered when managing multiple client workflows

Accelo pricing

  • Professional Plan: Custom Pricing
  • Business Plan: Custom Pricing
  • Advanced Plan: Custom Pricing

Accelo ratings and reviews

  • G2: 4.4/5 (520+ reviews)
  • Capterra: 4.5/5 (170+ reviews)

What users have to say about Accelo?

A Capterra user says:

Accelo is great since it allows us to organize all of our customer information in one place, including notes, invoices, payments, and open tasks.

Capterra user

3. Scoro (Best for financial visibility in retainer projects)

Scoro (Best for financial visibility in retainer projects)
via Scoro

One of the hardest parts for agencies handling retainer agreements isn’t tracking time—it’s tracking money.

That’s where Scoro stands out: this software integrates project management and financial control into one system, giving users full visibility into revenue, costs, and time spent before the invoice ever goes out.

Instead of juggling spreadsheets and tools, Scoro helps you build quotes, assign tasks, track time, and generate invoices—all while comparing planned budgets to actuals in real time.

Scoro best features

  • Track billable hours with manual and real-time time tracking, synced across tasks and retainer clients
  • Build quotes that automatically convert into structured projects with defined budgets and timelines
  • Monitor financials using customizable dashboards and real-time reports for costs, margins, and retainer usage
  • Forecast workload and revenue with tools for financial planning, resource availability, and profit tracking

Scoro limitations

  • Steep learning curve, especially during onboarding
  • Pricey for small teams and freelancers
  • Reporting and advanced financial tools are restricted to higher-tier plans

Scoro pricing

  • Core: $23.90/month per user 
  • Growth: $38.90/month per user 
  • Performance: $59.90/month per user 
  • Enterprise: Custom pricing 

Scoro ratings and reviews

  • G2: 4.5/5 (400+ reviews)
  • Capterra: 4.6/5 (230+ reviews)

What users have to say about Scoro?

A G2 user says:

I appreciate Scoro’s quotation functionality as it facilitates the creation of standardized quotes for our clients. The template approach enhances our efficiency by allowing us to swiftly and effortlessly acquire pre-designed project designs.

Fun Fact: In the 1980s, the marketing world shifted from merely acquiring new customers to building lasting relationships with existing ones. This approach, known as relationship marketing, emphasizes customer satisfaction and loyalty as key components of long-term business success.

4. Paymo (Best for seamlessly linking time tracking to retainer invoicing)

Paymo (Best for seamlessly linking time tracking to retainer invoicing)
via Paymo

Managing retainer projects often means battling fragmented workflows—especially when time tracking and invoicing are handled in separate tools. 

This disconnect leads to inaccurate billing, missed hours, and cash flow delays. Paymo stands out by tightly integrating time tracking, task execution, and retainer billing into a single, clean interface.

Unlike most retainer management software, Paymo’s built-in timer connects directly to invoicing, allowing you to track time, assign billable rates, and automatically generate recurring invoices without switching platforms.

Paymo best features

  • Link billable hours to invoices using a live time tracking widget across desktop and mobile
  • Automate retainer billing with recurring invoices, estimates, and tracked expenses
  • Visualize timelines and task dependencies using Gantt charts, task lists, and project planning tools
  • Collaborate on tasks, share files, and request visual feedback through integrated proofing tools
  • Enable flexible resource allocation using workload views, employee scheduling, and leave tracking

Paymo limitations

  • Lacks deep CRM features for tracking long-term relationships for client management
  • Onboarding may be slow for non-technical teams due to its layered functionality
  • Limited suitability for large enterprises or highly specialized industries

Paymo pricing

  • Free
  • Starter: $5.90/month per user
  • Small Office: $10.90/month per user
  • Business: $16.90/month per user

Paymo ratings and reviews

  • G2: 4.6/5 (590+ reviews)
  • Capterra: 4.7/5 (690+ reviews)

What users have to say about Paymo?

A Capterra user says:

Easy to track time and see calendar view on timesheets to visualize your day. Easy to create a project, and great to see different viewing options such as table or Gantt, depending on how you need to visualize a project.

Capterra user

5. FunctionFox (Best for creative teams managing retainers with limited overhead)

FunctionFox tackles common retainer challenges by offering a streamlined system designed specifically for creative professionals who need clarity across time tracking, budgeting, and project updates.

Whether you’re dealing with fixed-fee service packages or monthly retainer fee billing, the platform provides detailed retainer usage tracking. 

FunctionFox also comes pre-loaded with built-in timesheets and automated reminders to help you stay ahead of the retainer period and prevent unused hours from being wasted.

FunctionFox best features

  • Track billable and non-billable time accurately using timesheets and stopwatch-based time tracking
  • Monitor and report on retainer usage, budgets, and actual hours with CEO desktop insights and detailed reports
  • Centralize team communication with project blogging and internal notes
  • Simplify project oversight with project templates, resource allocation views, and real-time status tracking
  • Send estimates and generate invoices based on completed tasks or predefined retainer structures

FunctionFox limitations

  • Limited third-party integrations and no open API for custom workflows
  • No Agile-specific tools like Kanban or Scrum boards
  • Learning curve for teams unfamiliar with standalone retainer management software solutions

FunctionFox pricing

  • Classic: $12/month per user
  • Premier: $18/month per user
  • In-House: Custom pricing

FunctionFox ratings and reviews

  • G2: 4.3/5 (50+ reviews)
  • Capterra: 4.5/5 (190+ reviews)

What users have to say about FunctionFox?

A G2 user says:

I really liked the overview of the schedule. I could see through visual cues how much work was assigned to each of my employees each day. It enabled me to see where bottlenecks or delays might occur.

G2 user

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In these scenarios, AI performs best when it understands your work context—and that’s where ClickUp stands out. As the all-in-one work platform, ClickUp’s AI is aware of your projects and can suggest tailored actions or even handle tasks like generating code snippets with ease.

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6. Toggl Plan (Best for small teams that need simple visual planning and timeline clarity)

When small teams deal with overlapping deliverables, here’s a common scenario that takes place: you might know what needs doing—but not when, by whom, or how it affects the rest of the team.

Toggl Plan is built to solve this exact problem by offering a visually appealing work planning tool that prioritizes timelines, availability, and task ownership.

Unlike traditional retainer management software or task trackers, Toggl Plan simplifies coordination with team timelines, availability views, and drag-and-drop schedules.

Toggl Plan best features

  • Visualize workloads using team timelines and drag tasks across the calendar to reassign or reschedule in seconds
  • Track team availability and leave schedules with the Capacity view to prevent burnout and improve utilization
  • Manage tasks with boards and recurring schedules, complete with milestones and segments for different phases of work
  • Share read-only timelines with clients or stakeholders for full visibility without cluttering internal workflows
  • Integrate with Toggl Track and Google Calendar to keep planning and time tracking connected

Toggl Plan limitations

  • No task dependencies, which limits critical path tracking
  • Lacks financial tracking or invoicing features found in retainer management tools
  • Customization options for complex workflows are limited compared to enterprise tools

Toggl Plan pricing

  • Free
  • Starter: $10/month per user
  • Premium: $20/month per user
  • Enterprise: Custom Pricing

Toggl Plan ratings and reviews

  • G2: 4.6/5 (40+ reviews)
  • Capterra: 4.7/5 (2,570+ reviews)

What users have to say about Toggl Plan?

A Capterra user says:

I’ve been using Toggl track on and off for several years, but this year turning to more payments based on hours worked I am tracking all of my time. The reports are really helping me to understand how I work and to be able to plan my workload and time a bit better.

Capterra user

7. Hubstaff (Best for office-based teams needing time tracking + productivity monitoring)

When projects run long or team productivity drops, it’s rarely due to a lack of effort—it’s usually a lack of visibility.

Here’s how Hubstaff solves that: Built for desk-based and remote teams, this tool combines time tracking, activity monitoring, and project budgeting to give managers a clear window into who’s working, when, and how effectively.

Hubstaff makes it easy to bill accurately, approve timesheets, and trigger payroll through integrations like Gusto or QuickBooks.

Hubstaff best features

  • Track time across desktop, mobile, Chrome extension, or kiosk, with settings to prevent manual edits
  • Capture activity levels, blurred screenshots, apps, and URL data for productivity insights
  • Use project budgets and billable rates to control costs and notify managers when thresholds are reached
  • Manage overtime, breaks, and time-off with configurable compliance settings
  • Integrate with tools like QuickBooks, Gusto, Trello, Asana, and 30+ others for invoicing and automation

Hubstaff limitations

  • Mobile geofencing doesn’t prevent clock-ins outside of work zones
  • Scheduling lacks project/task-level detail and doesn’t detect overlapping shifts
  • No biometric or facial verification for time clock validation

Hubstaff pricing

  • Free
  • Premium: $5/month per user 

Hubstaff ratings and reviews

  • G2: 4.5/5 (1,380+ reviews)
  • Capterra: 4.6/5 (1,540+ reviews)

What users have to say about Hubstaff

A G2 user says:

Time Tracking with Proof of Work. You can track hours with optional screenshots, activity levels, and app/URL usage. It’s perfect for remote teams or freelancers who need transparency.

G2 user

8. Wrike (Best for teams needing enterprise-grade admin and project security controls)

Wrike (Best for teams needing enterprise-grade admin and project security controls)
via Wrike

If you’ve ever managed a large project with multiple moving parts, you know how quickly things can spiral—missed updates, unclear responsibilities, and too many tools in the mix.

According to Gartner, this is probably why the business considers around 80% of IT projects failures.

Wrike helps organize chaos. Teams that need strong oversight, such as marketing departments, ops teams, or those in regulated industries, will appreciate the admin controls and security features.

Wrike best features

  • Manage projects with Gantt charts, Kanban boards, calendars, and dynamic reports
  • Write scopes with AI, predict risks, and summarize discussions
  • Customize dashboards with detailed analytics and automation triggers
  • Set granular user permissions, IP restrictions, SSO, and two-factor authentication
  • Integrate with 400+ tools, including Adobe Creative Cloud, Salesforce, Slack, and Power BI

Wrike limitations

  • Real-time document editing requires external software and lacks native collaboration
  • Premium integrations (e.g., QuickBooks, Salesforce) are only available on high-tier plans
  • Add-ons like Wrike Lock and Datahub increase the overall cost significantly

Wrike pricing

  • Free
  • Team: $10/month per user
  • Business: $25/month per user
  • Enterprise: Custom Pricing
  • Pinnacle: Custom Pricing

Wrike ratings and reviews

  • G2: 4.2/5 (3,800+ reviews)
  • Capterra: 4.3/5 (2,790+ reviews)

What users have to say about Wrike?

A Capterra user says:

Wrike has enabled us to create a central source of truth and build greater transparency in our project portfolio. The automation has eliminated manual activities, and the ability to integrate with other platforms drives efficiency.

Capterra user

9. Zoho Projects (Best for small teams needing affordable task + budget tracking)

Most project managers are stuck in loops of sticky notes, spreadsheets, and “just one more quick status meeting.”

Despite all this, Zoho Projects may feel like a refreshing change.

Designed with simplicity, it packs in essentials like task dependencies, time tracking, and visual project views—without a steep learning curve.

What makes it stand out? It’s budget-friendly (just $4/user), easy to learn, and even has a built-in AI assistant named Zia to help you manage deadlines and surface insights.

Additionally, it seamlessly integrates if your team already utilizes other Zoho tools, such as CRM or Books.

Zoho Projects best features

  • Assign multiple users per task with dependencies and subtasks
  • Gain data insights and scheduling suggestions from Zia, the AI assistant 
  • Automate recurring tasks and approvals with Blueprint workflows
  • Track time, project budgets, and resource utilization with visual dashboards
  • View projects across Kanban, Gantt, and calendar formats for flexibility

Zoho Projects limitations

  • Phone support and 24/7 assistance are locked behind premium add-ons
  • Most third-party integrations are limited to Zoho’s ecosystem
  • Custom Fields and roles are only available on the Enterprise plan

Zoho Projects pricing

  • Free
  • Premium: $4/month per user
  • Enterprise: $9/month per user

Zoho Projects ratings and reviews

  • G2: 4.1/5 (2000+ reviews)
  • Capterra: 4.5/5 (800+ reviews)

What users have to say about Zoho Projects?

A G2 user says:

Zoho One has all kinds of modules that a small company would need. From Project management to HR to CRM to online sign-in to email and calendar, surveys, and more. Perfect for an all-in-one system. We use it daily for our whole team.

G2 user

🧠 Did You Know: 87% of businesses face late payments—and unclear invoices are often to blame. How to bill a clients shows you how to get paid faster with fewer follow-ups.

10. Proposify (Best for sales teams who need polished, trackable proposals)

If you’ve ever scrambled to put together a last-minute proposal in Google Docs and wondered if the client even opened it, Proposify might be of help.

This software is designed for modern sales teams that want to create sleek, on-brand proposals that impress, and track every interaction down to the second.

Additionally, Proposify provides visibility into the complex world of proposal follow-ups. You’ll know who opened it, which section they lingered in, and when they signed.

Proposify best features

  • Track client interactions with document analytics like view time, section visits, and repeat opens
  • Create sleek, interactive proposals with embedded images, videos, and pricing tables
  • Collect legally binding eSignatures directly within proposals
  • Monitor proposal statuses and close rates via metrics dashboards and pipeline views
  • Build from a library of customizable retainer agreement templates or create your own from scratch

Proposify limitations

  • Limited customization when working with templates
  • Editing proposals can feel clunky for teams used to full design control
  • Basic plan has strict usage caps (e.g., five opens/month)

Proposify pricing

  • Basic: $29/month per user
  • Team: $49/month per user
  • Business: $65/month per user

Proposify ratings and reviews

  • G2: 4.6/5.0 (1,100+ reviews)
  • Capterra: 4.4/5.0 (290+ reviews)

What users have to say about Proposify?

A G2 user says:

I’ve used every tool and function on Proposify and have never had any trouble getting it to do what I need it to. The stats and metrics we have access to are particularly useful for my team- our sales have doubled since onboarding with Proposify.

G2 user

💡 Pro Tip: Want to turn your expertise into a full-time consulting career? How to Become a Consultant walks you through every step to land clients, build credibility, and drive real impact.

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Additional Helpful Tools

Here are three additional tools used by agencies and consultants for ongoing client w/ork:

  • Bonsai: Offers retainer contracts, time tracking, invoicing, and tax management all in one streamlined platform
  • HoneyBook: Supports client intake, retainer contract templates, automated workflows, and recurring retainer payments for ongoing services in one client flow platform
  • FreshBooks: Delivers an accounting and invoicing tool with built-in time tracking and automated recurring billing features for managing retainers smoothly
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Retain Clients Easily With ClickUp 

You can probably tell now that retainer management is the backbone of sustainable client relationships and predictable revenue, especially when dealing with a recurring client. 

ClickUp helps you achieve that. 

From drafting and updating agreements with ClickUp Docs to tracking billable hours and visualizing usage with Dashboards, every part of the retainer lifecycle is accounted for—seamlessly, in one place.

And it’s not just about retaining clients. As Shikha Chaturvedi, Business Analyst at Cedcoss Technologies Private Limited, put it in her review:

We retain all the business problems in one place and can focus on each problem simultaneously through ClickUp. It also helps us manage our tasks and track the time invested in particular tasks.

Shikha ChaturvediBusiness Analyst, Cedcoss Technologies Private Limited

Start managing retainers the smarter way—sign up for ClickUp today.

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FAQs

What is retainer management software?

It’s a tool that helps agencies, consultants, and service providers manage ongoing client relationships by tracking budgets, automating invoices, and ensuring recurring work is billed accurately.

Who needs retainer management software?

Consultants, marketing agencies, law firms, creative studios, and freelancers who work with ongoing client contracts.

What’s the difference between retainers and subscriptions?

A retainer ensures a client has reserved access to consultants, marketing agencies, law firms, creative studios, and freelancers who work with ongoing client contracts.

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