{"id":522227,"date":"2025-09-28T09:03:41","date_gmt":"2025-09-28T16:03:41","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=522227"},"modified":"2025-09-28T09:03:47","modified_gmt":"2025-09-28T16:03:47","slug":"retainer-management-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/retainer-management-software\/","title":{"rendered":"10 Smart Retainer Management Software for Billing in [year]"},"content":{"rendered":"\n<p>Ask any agency or consultant, and they\u2019ll tell you that acquiring new clients is far more expensive than retaining existing ones. If your team isn\u2019t actively managing ongoing client work or focusing on client satisfaction, it will eventually show\u2014especially in your cash flow. This lack of structure affects client satisfaction and ultimately your revenue.<\/p>\n\n\n\n<p>In fact, acquiring a new customer can cost <a href=\"https:\/\/www.forbes.com\/councils\/forbesbusinesscouncil\/2022\/12\/12\/customer-retention-versus-customer-acquisition\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">five to seven times<\/a> more than retaining an existing one.\u200b<\/p>\n\n\n\n<p>To improve retainer agreements and manage retainers efficiently for creative agencies, here&#8217;s a compiled list of the top retainer management software to help you handle recurring client work and maintain long-term client relationships.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-ae722ee0-8bc1-42b5-ac7d-3cf2105013f3\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">10 Smart Retainer Management Software for Billing<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#0-top-10-retainer-management-tools-at-a-glance\" style=\"\">Top 10 Retainer Management Tools At a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#1-what-should-you-look-for-in-a-retainer-management-software-to-strengthen-client-relationships\" style=\"\">What Should You Look for in a Retainer Management Software to Strengthen Client Relationships?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#2-the-10-best-retainer-management-software\" style=\"\">The 10 Best Retainer Management Software<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#3-how-we-review-software-at-clickup\" style=\"\">How we review software at ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#4-1-clickup-best-for-efficient-retainer-management-and-seamless-team-workflows\" style=\"\">1. ClickUp (Best for efficient retainer management and seamless team workflows)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#10-2-accelo-best-for-automating-the-entire-quote-to-cash-lifecycle\" style=\"\">2. Accelo (Best for automating the entire quote-to-cash lifecycle)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#16-3-scoro-best-for-financial-visibility-in-retainer-projects\" style=\"\">3. Scoro (Best for financial visibility in retainer projects)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#22-4-paymo-best-for-seamlessly-linking-time-tracking-to-retainer-invoicing\" style=\"\">4. Paymo (Best for seamlessly linking time tracking to retainer invoicing)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#28-5-functionfox-best-for-creative-teams-managing-retainers-with-limited-overhead\" style=\"\">5. FunctionFox (Best for creative teams managing retainers with limited overhead)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#34-6-toggl-plan-best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity\" style=\"\">6. Toggl Plan (Best for small teams that need simple visual planning and timeline clarity)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#40-7-hubstaff-best-for-office-based-teams-needing-time-tracking-productivity-monitoring\" style=\"\">7. Hubstaff (Best for office-based teams needing time tracking + productivity monitoring)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#46-8-wrike-best-for-teams-needing-enterprise-grade-admin-and-project-security-controls\" style=\"\">8. Wrike (Best for teams needing enterprise-grade admin and project security controls)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#52-9-zoho-projects-best-for-small-teams-needing-affordable-task-budget-tracking\" style=\"\">9. Zoho Projects (Best for small teams needing affordable task + budget tracking)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#58-10-proposify-best-for-sales-teams-who-need-polished-trackable-proposals\" style=\"\">10. Proposify (Best for sales teams who need polished, trackable proposals)<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#64-additional-helpful-tools\" style=\"\">Additional Helpful Tools<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#65-retain-clients-easily-with-clickup-\" style=\"\">Retain Clients Easily With ClickUp\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/retainer-management-software\/#66-faqs\" style=\"\">FAQs<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-top-10-retainer-management-tools-at-a-glance\">Top 10 Retainer Management Tools At a Glance<\/h2>\n\n\n\n<p>Here\u2019s 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.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>Tool<\/strong><\/th><th><strong>Best Feature<\/strong><\/th><th><strong>Primary Use Case<\/strong><\/th><th><strong>Pricing<\/strong><\/th><\/tr><\/thead><tbody><tr><td><strong><a href=\"https:\/\/app.clickup.com\/signup\">ClickUp<\/a><\/strong><\/td><td>Docs, Templates, Time Tracking, Dashboards in one workspace<\/td><td>Retainer management + project execution in a single, collaborative platform<\/td><td>Free forever; Customization available for enterprises<\/td><\/tr><tr><td><strong>Accelo<\/strong><\/td><td>Full quote-to-cash lifecycle with client portals<\/td><td>Automating retainer billing, tracking, and client operations end-to-end<\/td><td>Custom pricing<\/td><\/tr><tr><td><strong>Scoro<\/strong><\/td><td>Financial dashboards and margin tracking<\/td><td>Agencies managing budgets, forecasts, and profitability alongside retainer projects<\/td><td>From $23.90\/month per user<\/td><\/tr><tr><td><strong>Paymo<\/strong><\/td><td>Live time tracking + recurring invoicing<\/td><td>Linking billable hours to automated retainer invoicing with task tracking<\/td><td>Free; Paid from $5.90\/month<\/td><\/tr><tr><td><strong>FunctionFox<\/strong><\/td><td>CEO Desktop + retainer budget tracking<\/td><td>Creative teams handling recurring clients with a focus on hours, scope, and reporting<\/td><td>From $12\/month per user<\/td><\/tr><tr><td><strong>Toggl Plan<\/strong><\/td><td>Team timelines with capacity and visual scheduling<\/td><td>Small teams coordinating workload across retainer projects with clarity<\/td><td>Free; Paid from $10\/month per user<\/td><\/tr><tr><td><strong>Hubstaff<\/strong><\/td><td>Time tracking with productivity monitoring<\/td><td>Office-based teams tracking hours, activity, and budget on retainers<\/td><td>Free; Paid from $5\/month per user<\/td><\/tr><tr><td><strong>Wrike<\/strong><\/td><td>Advanced permissions + AI + risk prediction<\/td><td>Enterprise teams needing secure and scalable retainer workflows<\/td><td>Free; Paid from $10\/month per user<\/td><\/tr><tr><td><strong>Zoho Projects<\/strong><\/td><td>Task + budget tracking with AI assistant<\/td><td>Small teams needing affordable time + task + invoice tracking<\/td><td>Free; Paid from $4\/month per user<\/td><\/tr><tr><td><strong>Proposify<\/strong><\/td><td>Proposal creation + analytics + eSignature<\/td><td>Sales and client teams managing proposals, renewals, and retainer presentations<\/td><td>From $29\/month per user<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">* Please check the tool\u2019s website for the latest pricing.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-a-retainer-management-software-to-strengthen-client-relationships\">What Should You Look for in a Retainer Management Software to Strengthen Client Relationships?<\/h2>\n\n\n\n<p>Choosing the right retainer management software can help you build those tricky long-term client relationships and create a seamless workflow.<\/p>\n\n\n\n<p>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.\u00a0<\/p>\n\n\n\n<p>Here\u2019s what to prioritize for winning <a href=\"https:\/\/clickup.com\/blog\/client-retention-strategies\/\">client retention strategies<\/a>:<\/p>\n\n\n\n<p>\u2705 Track retainer budgets, <strong>monitor retainer usage<\/strong>, and establish a payment structure while setting alerts for unused hours or approaching limits<br>\u2705 Integrate time tracking with invoicing to automatically generate bills for completed tasks<br>\u2705 Automate the invoicing process with support for different retainer models, including fixed price or evergreen retainers<br>\u2705 Access <strong>real-time insights with dashboards<\/strong> showing usage, performance, and client data<br>\u2705 Offer a <strong>client-facing portal<\/strong> for improved transparency and to enhance client satisfaction<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-ccb6fe11-d3e8-4225-9c73-591395105e2f\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip<\/strong>: Struggling with unpredictable income as a consultant?<a href=\"https:\/\/clickup.com\/blog\/consulting-retainer\/\"> How Do Retainers Work for Consultants<\/a> shows you how to secure steady, recurring revenue with the right retainer setup.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-10-best-retainer-management-software\">The 10 Best Retainer Management Software<\/h2>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: #f6f6f6; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-a03c6814-75d5-46f5-a4bc-07e23584a946\">\n<h3 class=\"wp-block-heading\" id=\"3-how-we-review-software-at-clickup\">How we review software at ClickUp<\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Here\u2019s a detailed rundown of <a href=\"https:\/\/clickup.com\/blog\/software-review-methodology\/\" target=\"_blank\" rel=\"noreferrer noopener\">how we review software at ClickUp<\/a>.<\/p>\n\n\n<\/div>\n\n\n<p>The best retainer management solutions integrate with your project management tools, automate time tracking, and provide real-time insights into retainer usage.<\/p>\n\n\n\n<p>Here are 10 tools that deliver all of that\u2014and more.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-1-clickup-best-for-efficient-retainer-management-and-seamless-team-workflows\">1. ClickUp (Best for efficient retainer management and seamless team workflows)<\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>ClickUp bridges that divide by transforming your project management workspace into a fully functioning retainer management hub within one platform. Here&#8217;s how all the features come together.<\/p>\n\n\n\n<p><strong>Align your team with ClickUp Docs<\/strong><\/p>\n\n\n\n<p>Each retainer period should reflect updated services, deliverables, pricing, and retainer terms to ensure alignment between your team and the client. <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> makes creating, revising, and sharing retainer agreements from your workspace easy.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"822\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Docs.png\" alt=\"ClickUp Docs: retainer management software\" class=\"wp-image-522662\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Docs.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Docs-300x206.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Docs-768x526.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Docs-700x480.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\"><em>Easily create, update, and send agreements during each retainer period with ClickUp Docs<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>You can connect each Doc to relevant tasks and timelines for context-rich collaboration.<\/p>\n\n\n\n<p><strong>Standardize your processes with ClickUp Templates<\/strong><\/p>\n\n\n\n<p>Once your retainer model is structured, you can build <a href=\"https:\/\/clickup.com\/templates\">ClickUp Templates<\/a> 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.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-74613dfc-0445-4349-a6b7-d46050df76c8\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip<\/strong>: If you want to ensure legal protection for consultants and clients, <a href=\"https:\/\/clickup.com\/templates\/consulting-agreement-kkmvq-6172404\">ClickUp&#8217;s Consulting Agreement Template<\/a> is the way to go.\u00a0<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-1707.png\" alt=\"ClickUp Consulting Agreement Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6172404\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props='{\"location\":\"body\",\"sectionModelName\":\"imageCTA\",\"buttonClicked\":\"Get free template\"}'>Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Formalize client relationships without starting from scratch each time with the ClickUp Consulting Agreement Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6172404\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n<\/div>\n\n\n<p>This consulting template standardizes terms related to scope, payments, and responsibilities, <span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">h<a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/\" target=\"_blank\">elping<\/a><\/span> reduce misunderstandings and setting the foundation for a smooth, professional relationship.<\/p>\n\n\n\n<p><strong>Track your team\u2019s input with ClickUp Time Tracking<\/strong><\/p>\n\n\n\n<p>With your workflows in place, it\u2019s time to monitor hours spent on ongoing client work. <a href=\"https:\/\/clickup.com\/features\/project-time-tracking\">ClickUp\u2019s Time Tracking feature<\/a> logs hours directly within tasks, helping you automatically generate invoices that reflect actual effort.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"875\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Time-Tracking-feature.png\" alt=\"ClickUp's Time Tracking feature: retainer management software\" class=\"wp-image-522663\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Time-Tracking-feature.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Time-Tracking-feature-300x219.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Time-Tracking-feature-768x560.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Time-Tracking-feature-700x510.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\"><em>Capture every billable minute to generate invoices correctly with ClickUp&#8217;s Time Tracking feature<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>This step is critical for ensuring that clients pay for completed work\u2014and that no unused hours are missed.<\/p>\n\n\n\n<p><strong>Prevent burnouts with ClickUp Views<\/strong><\/p>\n\n\n\n<p>You&#8217;ll want to redistribute leftover time or bandwidth as contracts evolve or close. <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6310449699735-Use-Workload-view\">ClickUp\u2019s Workload and Box View<\/a> lets you rebalance your team\u2019s time, avoiding gaps in productivity and keeping your retainer projects staffed efficiently.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"611\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Workload-View-1400x611.png\" alt=\"ClickUp's Workload View: retainer management software\" class=\"wp-image-522664\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Workload-View-1400x611.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Workload-View-300x131.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Workload-View-768x335.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Workload-View-1536x670.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Workload-View-700x305.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-Workload-View.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Manage team bandwidth and carry over efforts between retainer contracts with ClickUp&#8217;s Workload View<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><strong>Break down tasks and share feedback with ClickUp Tasks and live collaboration<\/strong><\/p>\n\n\n\n<p>Once your projects are live, use <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a> 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\u2019s next.<\/p>\n\n\n\n<p>With resources aligned and tasks underway, you\u2019ll need to ensure everyone stays connected.&nbsp;<\/p>\n\n\n\n<p>Whether it\u2019s your internal team, freelancers, or clients, <a href=\"https:\/\/clickup.com\/features\/collaboration-detection\">ClickUp\u2019s collaboration tools<\/a>\u2014live editing, task comments, and real-time updates\u2014support consistent communication across all ongoing work.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"848\" height=\"758\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-collaboration-features.png\" alt=\"ClickUp's collaboration features: retainer management software\" class=\"wp-image-522665\" style=\"width:616px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-collaboration-features.png 848w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-collaboration-features-300x268.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-collaboration-features-768x686.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUps-collaboration-features-700x626.png 700w\" sizes=\"auto, (max-width: 848px) 100vw, 848px\" \/><figcaption class=\"wp-element-caption\"><em>Work together seamlessly within one platform with ClickUp&#8217;s collaboration features<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><strong>Get 360-degree project progress with ClickUp Dashboards<\/strong><\/p>\n\n\n\n<p>Lastly, as the work progresses, visibility becomes essential. <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> provide real-time insights into retainer usage, deliverables, time tracked, and status updates\u2014helping you demonstrate value and improve client satisfaction.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"720\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Dashboards.png\" alt=\"ClickUp Dashboards: retainer management software\" class=\"wp-image-522666\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Dashboards.png 1080w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Dashboards-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Dashboards-768x512.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Dashboards-700x467.png 700w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/><figcaption class=\"wp-element-caption\"><em>Gain real-time visibility into their retainer usage and project status using ClickUp Dashboards<\/em><\/figcaption><\/figure><\/div>\n\n<div style=\"border: 3px solid #fcb900; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-96c6704c-0f65-4330-bf30-028e7608ecf0\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>Here\u2019s a quick guide to use ClickUp Dashboards for maximum output. <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Best Practices for Dashboard View in ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/63anLL5LEss?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/teams\/freelancers\">ClickUp for freelancers<\/a> 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.\u00a0<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-67fc3db9-e4fc-449a-b10c-de90f6bf5530\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip<\/strong>: Juggling multiple clients without dropping the ball? <a href=\"https:\/\/clickup.com\/blog\/project-management-software-for-freelancers\/\">Best Project Management Software for Freelancers<\/a> helps you find tools to stay organized, meet deadlines, and keep every project on track.<\/p>\n\n\n<\/div>\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-f976ab9e-1ec6-4194-a7f9-e85231fd97ce\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udc9c <strong>Bonus<\/strong>: <a href=\"https:\/\/clickup.com\/brain\/max\"><strong>ClickUp Brain Max<\/strong><\/a><strong>: Supercharge retainer ops with <\/strong><a href=\"https:\/\/clickup.com\/brain\/talk-to-text\"><strong>Talk to Text<\/strong><\/a><\/p>\n\n\n\n<p>Turn every client touchpoint into billable clarity. With <strong>Brain Max<\/strong> on desktop, use <strong>Talk to Text<\/strong> to capture client calls, standups, and voice notes, then instantly:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create tasks with assignees, due dates, and linked retainers<\/li>\n\n\n\n<li>Draft meeting minutes, SOW updates, and monthly retainer summaries<\/li>\n\n\n\n<li>Auto-generate action items for overage approvals and renewal prep<\/li>\n\n\n\n<li>Append time entries to the right client\/project while you speak<\/li>\n<\/ul>\n\n\n\n<p><strong>Result:<\/strong> cleaner handoffs, accurate billing, and faster month-end reports\u2014without living in spreadsheets.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Draft, revise, and share retainer agreements using ClickUp Docs, with task and timeline linking<\/li>\n\n\n\n<li>Create <strong>custom Templates<\/strong> for retainer projects, onboarding flows, and service delivery<\/li>\n\n\n\n<li>Use built-in time tracking to log hours, avoid unused hours, and ensure accurate invoicing<\/li>\n\n\n\n<li>Collaborate in real time with clients and contractors through Docs, Comments, and task sharing<\/li>\n\n\n\n<li><strong>Visualize retainer usage<\/strong>, delivery timelines, and performance with customizable Dashboards<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Can feel overwhelming for small teams without dedicated onboarding<\/li>\n\n\n\n<li>Setup for complex retainer workflows may take time initially<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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We&#8217;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.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 user<\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-2-accelo-best-for-automating-the-entire-quote-to-cash-lifecycle\">2. Accelo (Best for automating the entire quote-to-cash lifecycle)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"720\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Accelo-Best-for-automating-the-entire-quote-to-cash-lifecycle.png\" alt=\"Accelo (Best for automating the entire quote-to-cash lifecycle)\" class=\"wp-image-522667\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Accelo-Best-for-automating-the-entire-quote-to-cash-lifecycle.png 1280w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Accelo-Best-for-automating-the-entire-quote-to-cash-lifecycle-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Accelo-Best-for-automating-the-entire-quote-to-cash-lifecycle-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Accelo-Best-for-automating-the-entire-quote-to-cash-lifecycle-700x394.png 700w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.accelo.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Accelo<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>One of the greatest challenges in retainer management is unifying every stage of the client lifecycle\u2014scattered tools for quoting, disconnected project tracking, delayed invoicing, and messy spreadsheets for retainer usage.<\/p>\n\n\n\n<p>This fragmentation wastes time, increases errors, and makes it harder to deliver consistent value to retainer clients.<\/p>\n\n\n\n<p>Accelo solves these issues with a true quote-to-cash platform that centralizes everything\u2014from initial proposals and retainer agreements to task execution, time tracking, and billing.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-accelo-best-features\">Accelo best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manage retainer agreements, quotes, and project scopes in one place using client portals and pipeline tools<\/li>\n\n\n\n<li><strong>Automate retainer billing<\/strong>, expense tracking, and recurring invoices with full visibility into retainer usage and financials<\/li>\n\n\n\n<li><strong>Monitor team capacity<\/strong> and resource allocation with utilization insights<\/li>\n\n\n\n<li>Track time with intuitive logs and timesheets, ensuring every billable hour is accounted for during the retainer period<\/li>\n\n\n\n<li>Access real-time insights with built-in dashboards that help forecast workload<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-accelo-limitations\">Accelo limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Steep learning curve, especially during onboarding and configuration<\/li>\n\n\n\n<li>Minimum seat requirements make it less ideal for very small teams<\/li>\n\n\n\n<li>Interface can feel cluttered when managing multiple client workflows<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-accelo-pricing\">Accelo pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Professional Plan<\/strong>: Custom Pricing<\/li>\n\n\n\n<li><strong>Business Plan<\/strong>: Custom Pricing<\/li>\n\n\n\n<li><strong>Advanced Plan<\/strong>: Custom Pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-accelo-ratings-and-reviews\">Accelo ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.4\/5 (520+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (170+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-what-users-have-to-say-about-accelo\">What users have to say about Accelo?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.com\/p\/225762\/Accelo\/reviews\/Capterra___3666230\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Accelo is great since it allows us to organize all of our customer information in one place, including notes, invoices, payments, and open tasks.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Capterra user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-31ac1965-4ed2-456a-915b-665401c01451\">\n<p id=\"ub-styled-box-notification-content-\"><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"16-3-scoro-best-for-financial-visibility-in-retainer-projects\">3. Scoro (Best for financial visibility in retainer projects)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"1117\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Scoro-Best-for-financial-visibility-in-retainer-projects-1400x1117.png\" alt=\"Scoro (Best for financial visibility in retainer projects)\" class=\"wp-image-522668\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Scoro-Best-for-financial-visibility-in-retainer-projects-1400x1117.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Scoro-Best-for-financial-visibility-in-retainer-projects-300x239.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Scoro-Best-for-financial-visibility-in-retainer-projects-768x613.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Scoro-Best-for-financial-visibility-in-retainer-projects-1536x1226.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Scoro-Best-for-financial-visibility-in-retainer-projects-700x559.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Scoro-Best-for-financial-visibility-in-retainer-projects.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.scoro.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Scoro<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>One of the hardest parts for agencies handling retainer agreements isn\u2019t tracking time\u2014it\u2019s tracking money.<\/p>\n\n\n\n<p>That\u2019s 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.<\/p>\n\n\n\n<p>Instead of juggling spreadsheets and tools, Scoro helps you build quotes, assign tasks, track time, and generate invoices\u2014all while comparing planned budgets to actuals in real time.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-scoro-best-features\">Scoro best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track billable hours with manual and real-time time tracking, <strong>synced across tasks<\/strong> and retainer clients<\/li>\n\n\n\n<li>Build quotes that automatically convert into structured projects with defined budgets and timelines<\/li>\n\n\n\n<li>Monitor financials using <strong>customizable dashboards<\/strong> and real-time reports for costs, margins, and retainer usage<\/li>\n\n\n\n<li>Forecast workload and revenue with tools for financial planning, resource availability, and profit tracking<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-scoro-limitations\">Scoro limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Steep learning curve, especially during onboarding<\/li>\n\n\n\n<li>Pricey for small teams and freelancers<\/li>\n\n\n\n<li>Reporting and advanced financial tools are restricted to higher-tier plans<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-scoro-pricing\">Scoro pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Core<\/strong>: $23.90\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>Growth<\/strong>: $38.90\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>Performance<\/strong>: $59.90\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Custom pricing&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-scoro-ratings-and-reviews\">Scoro ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.5\/5 (400+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.6\/5 (230+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-what-users-have-to-say-about-scoro\">What users have to say about Scoro?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/scoro\/reviews\/scoro-review-10473585\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I appreciate Scoro&#8217;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.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-c9cb63e8-3a5e-4119-a6be-eec9a4a4dd12\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/scoro-alternatives\/\">Best Scoro Alternatives for Project &amp; Task Management<\/a><\/p>\n\n\n<\/div>\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-c5d12dfd-3ad3-484e-9cea-aa280e44bc43\">\n<p id=\"ub-styled-box-bordered-content-\">\u2728 <strong>Fun Fact: <\/strong>In the 1980s, the <a href=\"https:\/\/www.researchgate.net\/publication\/377346943_Relationship_Marketing_and_Customer_Retention_-_A_Systematic_Literature_Review\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">marketing world shifted from merely acquiring new customers<\/a> 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.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"22-4-paymo-best-for-seamlessly-linking-time-tracking-to-retainer-invoicing\">4. Paymo (Best for seamlessly linking time tracking to retainer invoicing)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"910\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Paymo-Best-for-seamlessly-linking-time-tracking-to-retainer-invoicing-1400x910.png\" alt=\"Paymo (Best for seamlessly linking time tracking to retainer invoicing)\" class=\"wp-image-522669\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Paymo-Best-for-seamlessly-linking-time-tracking-to-retainer-invoicing-1400x910.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Paymo-Best-for-seamlessly-linking-time-tracking-to-retainer-invoicing-300x195.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Paymo-Best-for-seamlessly-linking-time-tracking-to-retainer-invoicing-768x499.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Paymo-Best-for-seamlessly-linking-time-tracking-to-retainer-invoicing-1536x998.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Paymo-Best-for-seamlessly-linking-time-tracking-to-retainer-invoicing-700x455.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Paymo-Best-for-seamlessly-linking-time-tracking-to-retainer-invoicing.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.paymoapp.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Paymo<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Managing retainer projects often means battling fragmented workflows\u2014especially when time tracking and invoicing are handled in separate tools.&nbsp;<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Unlike most retainer management software, Paymo\u2019s built-in timer connects directly to invoicing, allowing you to track time, assign billable rates, and automatically generate recurring invoices without switching platforms.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-paymo-best-features\">Paymo best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Link billable hours<\/strong> to invoices using a live time tracking widget across desktop and mobile<\/li>\n\n\n\n<li>Automate retainer billing with recurring invoices, estimates, and tracked expenses<\/li>\n\n\n\n<li>Visualize timelines and task dependencies using Gantt charts, task lists, and project planning tools<\/li>\n\n\n\n<li>Collaborate on tasks, share files, and request visual feedback through integrated proofing tools<\/li>\n\n\n\n<li>Enable <strong>flexible resource allocation <\/strong>using workload views, employee scheduling, and leave tracking<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-paymo-limitations\">Paymo limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lacks deep CRM features for tracking long-term relationships for <a href=\"https:\/\/clickup.com\/blog\/client-management\/\">client management<\/a><\/li>\n\n\n\n<li>Onboarding may be slow for non-technical teams due to its layered functionality<\/li>\n\n\n\n<li>Limited suitability for large enterprises or highly specialized industries<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-paymo-pricing\">Paymo pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Starter<\/strong>: $5.90\/month per user<\/li>\n\n\n\n<li><strong>Small Office<\/strong>: $10.90\/month per user<\/li>\n\n\n\n<li><strong>Business<\/strong>: $16.90\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-paymo-ratings-and-reviews\">Paymo ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.6\/5 (590+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.7\/5 (690+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-what-users-have-to-say-about-paymo\">What users have to say about Paymo?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.com\/p\/137033\/Paymo\/reviews\/Capterra___6224728\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Capterra user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-6bb4ff5a-a464-4620-a44d-6937ae0f37ff\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/paymo-alternatives\/\">Top Paymo Alternatives and Competitors<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"28-5-functionfox-best-for-creative-teams-managing-retainers-with-limited-overhead\">5. FunctionFox (Best for creative teams managing retainers with limited overhead)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1105\" height=\"644\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/FunctionFox-Best-for-creative-teams-managing-retainers-with-limited-overhead.png\" alt=\"FunctionFox (Best for creative teams managing retainers with limited overhead)\" class=\"wp-image-522670\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/FunctionFox-Best-for-creative-teams-managing-retainers-with-limited-overhead.png 1105w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/FunctionFox-Best-for-creative-teams-managing-retainers-with-limited-overhead-300x175.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/FunctionFox-Best-for-creative-teams-managing-retainers-with-limited-overhead-768x448.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/FunctionFox-Best-for-creative-teams-managing-retainers-with-limited-overhead-700x408.png 700w\" sizes=\"auto, (max-width: 1105px) 100vw, 1105px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/functionfox.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>FunctionFox<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>Whether you\u2019re dealing with fixed-fee service packages or monthly retainer fee billing, the platform provides detailed retainer usage tracking.&nbsp;<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-functionfox-best-features\">FunctionFox best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track billable and <strong>non-billable time<\/strong> accurately using timesheets and stopwatch-based time tracking<\/li>\n\n\n\n<li>Monitor and report on retainer usage, budgets, and actual hours with CEO desktop insights and detailed reports<\/li>\n\n\n\n<li><strong>Centralize team communication<\/strong> with project blogging and internal notes<\/li>\n\n\n\n<li>Simplify project oversight with project templates, resource allocation views, and real-time status tracking<\/li>\n\n\n\n<li>Send estimates and generate invoices based on completed tasks or predefined retainer structures<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-functionfox-limitations\">FunctionFox limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited third-party integrations and no open API for custom workflows<\/li>\n\n\n\n<li>No Agile-specific tools like Kanban or Scrum boards<\/li>\n\n\n\n<li>Learning curve for teams unfamiliar with standalone retainer management software solutions<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-functionfox-pricing\">FunctionFox pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Classic<\/strong>: $12\/month per user<\/li>\n\n\n\n<li><strong>Premier<\/strong>: $18\/month per user<\/li>\n\n\n\n<li><strong>In-House<\/strong>: Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-functionfox-ratings-and-reviews\">FunctionFox ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.3\/5 (50+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (190+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-what-users-have-to-say-about-functionfox\">What users have to say about FunctionFox?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/functionfox\/reviews\/functionfox-review-6818751\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-9b0a9aa8-2b98-400c-be0f-18e98030577a\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udcee <strong>ClickUp Insight<\/strong>: A <a href=\"https:\/\/clickup.com\/blog\/ai-usage-survey\/\">third of our respondents<\/a> say they\u2019re especially interested in using AI for skill development. For instance, a non-technical team member might want to generate the basic code for a webpage with AI\u2019s help.<\/p>\n\n\n\n<p>In these scenarios, AI performs best when it understands your work context\u2014and that\u2019s where ClickUp stands out. As the all-in-one work platform, ClickUp\u2019s AI is aware of your projects and can suggest tailored actions or even handle tasks like generating code snippets with ease.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Sign Up for free<\/a><\/div>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-47e83eac-33ec-4866-9475-95a09ad26d16\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip<\/strong>: Want to boost your credibility and stand out in a competitive consulting market? <a href=\"https:\/\/clickup.com\/blog\/consulting-certifications\/\">Consulting Certifications to Build Your Career<\/a>, along with ongoing support, highlights the most recognized certifications to elevate your expertise and establish client trust.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"34-6-toggl-plan-best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity\">6. Toggl Plan (Best for small teams that need simple visual planning and timeline clarity)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"778\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Toggl-Plan-Best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity-1400x778.png\" alt=\"Toggl Plan (Best for small teams that need simple visual planning and timeline clarity)\" class=\"wp-image-522675\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Toggl-Plan-Best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity-1400x778.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Toggl-Plan-Best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity-300x167.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Toggl-Plan-Best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity-768x427.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Toggl-Plan-Best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity-1536x853.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Toggl-Plan-Best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity-700x389.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Toggl-Plan-Best-for-small-teams-that-need-simple-visual-planning-and-timeline-clarity.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/toggl.com\/plan\/index\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Toggl Plan<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>When small teams deal with overlapping deliverables, here&#8217;s a common scenario that takes place: you might know what needs doing\u2014but not when, by whom, or how it affects the rest of the team.<\/p>\n\n\n\n<p>Toggl Plan is built to solve this exact problem by offering a visually appealing work planning tool that prioritizes timelines, availability, and task ownership.<\/p>\n\n\n\n<p>Unlike traditional retainer management software or task trackers, Toggl Plan simplifies coordination with team timelines, availability views, and drag-and-drop schedules.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-toggl-plan-best-features\">Toggl Plan best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Visualize workloads using team timelines and drag tasks across the calendar to reassign or <strong>reschedule in seconds<\/strong><\/li>\n\n\n\n<li>Track team availability and leave schedules with the Capacity view to prevent burnout and improve utilization<\/li>\n\n\n\n<li>Manage tasks with boards and recurring schedules, complete with milestones and segments for different phases of work<\/li>\n\n\n\n<li>Share <strong>read-only timelines<\/strong> with clients or stakeholders for full visibility without cluttering internal workflows<\/li>\n\n\n\n<li>Integrate with Toggl Track and Google Calendar to keep planning and time tracking connected<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-toggl-plan-limitations\">Toggl Plan limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>No task dependencies, which limits critical path tracking<\/li>\n\n\n\n<li>Lacks financial tracking or invoicing features found in retainer management tools<\/li>\n\n\n\n<li>Customization options for complex workflows are limited compared to enterprise tools<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-toggl-plan-pricing\">Toggl Plan pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Starter<\/strong>: $10\/month per user<\/li>\n\n\n\n<li><strong>Premium<\/strong>: $20\/month per user<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Custom Pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-toggl-plan-ratings-and-reviews\">Toggl Plan ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.6\/5 (40+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.7\/5 (2,570+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-what-users-have-to-say-about-toggl-plan\">What users have to say about Toggl Plan?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.com\/p\/247745\/Toggl\/reviews\/Capterra___6597398\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I&#8217;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.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Capterra user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-d021b3b7-7cd2-47c7-b840-164b08c66ad4\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/toggl-alternatives\/\">Top Toggl Alternatives for Time Tracking<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"40-7-hubstaff-best-for-office-based-teams-needing-time-tracking-productivity-monitoring\">7. Hubstaff (Best for office-based teams needing time tracking + productivity monitoring)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"1015\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Hubstaff-Best-for-office-based-teams-needing-time-tracking-productivity-monitoring-1400x1015.png\" alt=\"Hubstaff (Best for office-based teams needing time tracking + productivity monitoring)\" class=\"wp-image-522674\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Hubstaff-Best-for-office-based-teams-needing-time-tracking-productivity-monitoring-1400x1015.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Hubstaff-Best-for-office-based-teams-needing-time-tracking-productivity-monitoring-300x218.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Hubstaff-Best-for-office-based-teams-needing-time-tracking-productivity-monitoring-768x557.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Hubstaff-Best-for-office-based-teams-needing-time-tracking-productivity-monitoring-1536x1114.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Hubstaff-Best-for-office-based-teams-needing-time-tracking-productivity-monitoring-700x508.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Hubstaff-Best-for-office-based-teams-needing-time-tracking-productivity-monitoring.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/hubstaff.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Hubstaff<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>When projects run long or team productivity drops, it\u2019s rarely due to a lack of effort\u2014it\u2019s usually a lack of visibility.<\/p>\n\n\n\n<p>Here&#8217;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\u2019s working, when, and how effectively.<\/p>\n\n\n\n<p>Hubstaff makes it easy to bill accurately, approve timesheets, and trigger payroll through integrations like Gusto or QuickBooks.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-hubstaff-best-features\">Hubstaff best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track time across desktop, mobile, Chrome extension, or kiosk, with settings to prevent manual edits<\/li>\n\n\n\n<li><strong>Capture activity levels<\/strong>, blurred screenshots, apps, and URL data for productivity insights<\/li>\n\n\n\n<li>Use project budgets and billable rates to control costs and notify managers when thresholds are reached<\/li>\n\n\n\n<li>Manage overtime, breaks, and time-off with configurable compliance settings<\/li>\n\n\n\n<li><strong>Integrate with tools<\/strong> like QuickBooks, Gusto, Trello, Asana, and 30+ others for invoicing and automation<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-hubstaff-limitations\">Hubstaff limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mobile geofencing doesn\u2019t prevent clock-ins outside of work zones<\/li>\n\n\n\n<li>Scheduling lacks project\/task-level detail and doesn\u2019t detect overlapping shifts<\/li>\n\n\n\n<li>No biometric or facial verification for time clock validation<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-hubstaff-pricing\">Hubstaff pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Premium<\/strong>: $5\/month per user&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-hubstaff-ratings-and-reviews\">Hubstaff ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.5\/5 (1,380+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.6\/5 (1,540+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-what-users-have-to-say-about-hubstaff\">What users have to say about Hubstaff<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/hubstaff\/reviews\/hubstaff-review-11024732\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Time Tracking with Proof of Work. You can track hours with optional screenshots, activity levels, and app\/URL usage. It&#8217;s perfect for remote teams or freelancers who need transparency.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-8af68168-9027-47b6-bb74-504317617014\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/hubstaff-alternatives\/\">Best Hubstaff Alternatives and Competitors<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"46-8-wrike-best-for-teams-needing-enterprise-grade-admin-and-project-security-controls\">8. Wrike (Best for teams needing enterprise-grade admin and project security controls)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"1018\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Wrike-Best-for-teams-needing-enterprise-grade-admin-and-project-security-controls-1400x1018.png\" alt=\"Wrike (Best for teams needing enterprise-grade admin and project security controls)\" class=\"wp-image-522673\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Wrike-Best-for-teams-needing-enterprise-grade-admin-and-project-security-controls-1400x1018.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Wrike-Best-for-teams-needing-enterprise-grade-admin-and-project-security-controls-300x218.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Wrike-Best-for-teams-needing-enterprise-grade-admin-and-project-security-controls-768x559.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Wrike-Best-for-teams-needing-enterprise-grade-admin-and-project-security-controls-700x509.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Wrike-Best-for-teams-needing-enterprise-grade-admin-and-project-security-controls.png 1408w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.wrike.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Wrike<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>If you\u2019ve ever managed a large project with multiple moving parts, you know how quickly things can spiral\u2014missed updates, unclear responsibilities, and too many tools in the mix.<\/p>\n\n\n\n<p>According to Gartner, this is probably why the business considers around <a href=\"https:\/\/www.gartner.com\/en\/newsroom\/press-releases\/2024-02-28-gartner-predicts-80-percent-of-data-and-analytics-governance-initiatives-will-fail-by-2027-due-to-a-lack-of-a-real-or-manufactured-crisis-\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">80% of IT projects<\/a> failures.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-wrike-best-features\">Wrike best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manage projects with Gantt charts, Kanban boards, calendars, and dynamic reports<\/li>\n\n\n\n<li><strong>Write scopes with<\/strong> <strong>AI<\/strong>, predict risks, and summarize discussions<\/li>\n\n\n\n<li>Customize dashboards with detailed analytics and automation triggers<\/li>\n\n\n\n<li>Set granular user permissions, IP restrictions, SSO, and two-factor authentication<\/li>\n\n\n\n<li>Integrate with <strong>400+ tools,<\/strong> including Adobe Creative Cloud, Salesforce, Slack, and Power BI<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-wrike-limitations\">Wrike limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Real-time document editing requires external software and lacks native collaboration<\/li>\n\n\n\n<li>Premium integrations (e.g., QuickBooks, Salesforce) are only available on high-tier plans<\/li>\n\n\n\n<li>Add-ons like Wrike Lock and Datahub increase the overall cost significantly<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-wrike-pricing\">Wrike pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Team<\/strong>: $10\/month per user<\/li>\n\n\n\n<li><strong>Business<\/strong>: $25\/month per user<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Custom Pricing<\/li>\n\n\n\n<li><strong>Pinnacle<\/strong>: Custom Pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-wrike-ratings-and-reviews\">Wrike ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.2\/5 (3,800+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.3\/5 (2,790+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-what-users-have-to-say-about-wrike\">What users have to say about Wrike?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.com\/p\/76113\/Wrike\/reviews\/Capterra___6704790\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Capterra user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-7a462d12-2cfe-477c-88ca-7280309282f6\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/wrike-alternatives\/\">We Tested the Best Wrike Alternatives &amp; Competitors<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"52-9-zoho-projects-best-for-small-teams-needing-affordable-task-budget-tracking\">9. Zoho Projects (Best for small teams needing affordable task + budget tracking)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"852\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Zoho-Projects-Best-for-small-teams-needing-affordable-task-budget-tracking-1400x852.png\" alt=\"Zoho Projects (Best for small teams needing affordable task + budget tracking)\" class=\"wp-image-522672\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Zoho-Projects-Best-for-small-teams-needing-affordable-task-budget-tracking-1400x852.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Zoho-Projects-Best-for-small-teams-needing-affordable-task-budget-tracking-300x183.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Zoho-Projects-Best-for-small-teams-needing-affordable-task-budget-tracking-768x468.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Zoho-Projects-Best-for-small-teams-needing-affordable-task-budget-tracking-1536x935.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Zoho-Projects-Best-for-small-teams-needing-affordable-task-budget-tracking-700x426.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Zoho-Projects-Best-for-small-teams-needing-affordable-task-budget-tracking.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.zoho.com\/projects\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Zoho Projects<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Most project managers are stuck in loops of sticky notes, spreadsheets, and <em>\u201cjust one more quick status meeting.&#8221;<\/em><\/p>\n\n\n\n<p>Despite all this, Zoho Projects may feel like a refreshing change.<\/p>\n\n\n\n<p>Designed with simplicity, it packs in essentials like task dependencies, time tracking, and visual project views\u2014without a steep learning curve.<\/p>\n\n\n\n<p>What makes it stand out? It\u2019s 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.<\/p>\n\n\n\n<p>Additionally, it seamlessly integrates if your team already utilizes other Zoho tools, such as CRM or Books.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"53-zoho-projects-best-features\">Zoho Projects best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assign multiple users per task with dependencies and subtasks<\/li>\n\n\n\n<li>Gain data insights and scheduling suggestions from <strong>Zia,<\/strong> <strong>the AI assistant&nbsp;<\/strong><\/li>\n\n\n\n<li>Automate recurring tasks and approvals with Blueprint workflows<\/li>\n\n\n\n<li>Track time, project budgets, and resource utilization with visual dashboards<\/li>\n\n\n\n<li>View projects across Kanban, Gantt, and calendar formats for flexibility<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-zoho-projects-limitations\">Zoho Projects limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Phone support and 24\/7 assistance are locked behind premium add-ons<\/li>\n\n\n\n<li>Most third-party integrations are limited to Zoho\u2019s ecosystem<\/li>\n\n\n\n<li>Custom Fields and roles are only available on the Enterprise plan<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-zoho-projects-pricing\">Zoho Projects pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Premium<\/strong>: $4\/month per user<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: $9\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-zoho-projects-ratings-and-reviews\">Zoho Projects ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.1\/5 (2000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (800+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-what-users-have-to-say-about-zoho-projects\">What users have to say about Zoho Projects?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/zoho-one\/reviews\/zoho-one-review-10685944\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-d7459532-6b18-444d-85dd-59a41c0511bc\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/freelance-time-tracking-software\/\">Best Freelance Time-Tracking Software<\/a><\/p>\n\n\n<\/div>\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-18669d3f-1c49-47cb-b171-bfdc089b9ac9\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0<strong> Did You Know<\/strong>: <a href=\"https:\/\/www.chaserhq.com\/blog\/87-of-businesses-paid-late-insights-from-2022-late-payments-report\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">87% of businesses<\/a> face late payments\u2014and unclear invoices are often to blame. <a href=\"https:\/\/clickup.com\/blog\/how-to-bill-a-client\/\">How to bill a clients<\/a> shows you how to get paid faster with fewer follow-ups.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"58-10-proposify-best-for-sales-teams-who-need-polished-trackable-proposals\">10. Proposify (Best for sales teams who need polished, trackable proposals)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"833\" height=\"768\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Proposify-Best-for-sales-teams-who-need-polished-trackable-proposals.png\" alt=\"Proposify (Best for sales teams who need polished, trackable proposals)\" class=\"wp-image-522671\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Proposify-Best-for-sales-teams-who-need-polished-trackable-proposals.png 833w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Proposify-Best-for-sales-teams-who-need-polished-trackable-proposals-300x277.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Proposify-Best-for-sales-teams-who-need-polished-trackable-proposals-768x708.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/Proposify-Best-for-sales-teams-who-need-polished-trackable-proposals-700x645.png 700w\" sizes=\"auto, (max-width: 833px) 100vw, 833px\" \/><figcaption class=\"wp-element-caption\"><em>via <\/em><a href=\"https:\/\/www.proposify.com\/\"><em>Prop<\/em><\/a><em><a href=\"https:\/\/www.proposify.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">o<\/a><\/em><a href=\"https:\/\/www.proposify.com\/\"><em>sify<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>If you\u2019ve 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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Additionally, Proposify provides visibility into the complex world of proposal follow-ups. You\u2019ll know who opened it, which section they lingered in, and when they signed.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"59-proposify-best-features\">Proposify best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track client interactions with <strong>document analytics<\/strong> like view time, section visits, and repeat opens<\/li>\n\n\n\n<li>Create sleek, interactive proposals with embedded images, videos, and pricing tables<\/li>\n\n\n\n<li>Collect legally binding eSignatures directly within proposals<\/li>\n\n\n\n<li>Monitor proposal statuses and close rates via <strong>metrics dashboards<\/strong> and pipeline views<\/li>\n\n\n\n<li>Build from a library of customizable <a href=\"https:\/\/clickup.com\/blog\/retainer-agreement-templates\/\">retainer agreement templates<\/a> or create your own from scratch<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"60-proposify-limitations\">Proposify limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited customization when working with templates<\/li>\n\n\n\n<li>Editing proposals can feel clunky for teams used to full design control<\/li>\n\n\n\n<li>Basic plan has strict usage caps (e.g., five opens\/month)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"61-proposify-pricing\">Proposify pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic<\/strong>: $29\/month per user<\/li>\n\n\n\n<li><strong>Team<\/strong>: $49\/month per user<\/li>\n\n\n\n<li><strong>Business<\/strong>: $65\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"62-proposify-ratings-and-reviews\">Proposify ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.6\/5.0 (1,100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.4\/5.0 (290+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"63-what-users-have-to-say-about-proposify\">What users have to say about Proposify?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/proposify\/reviews\/proposify-review-10880108\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I&#8217;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.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-a6f760a1-fdd2-48c5-a82e-7476bb18efe8\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip<\/strong>: Want to turn your expertise into a full-time consulting career? <a href=\"https:\/\/clickup.com\/blog\/how-to-become-a-consultant\/\">How to Become a Consultant<\/a> walks you through every step to land clients, build credibility, and drive real impact.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"64-additional-helpful-tools\">Additional Helpful Tools<\/h2>\n\n\n\n<p>Here are three additional tools used by agencies and consultants for ongoing client w\/ork:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/www.hellobonsai.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Bonsai<\/a><\/strong>: Offers retainer contracts, time tracking, invoicing, and tax management all in one streamlined platform<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/www.honeybook.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HoneyBook<\/a><\/strong>: Supports client intake, retainer contract templates, automated workflows, and recurring retainer payments for ongoing services in one client flow platform<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/www.freshbooks.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">FreshBooks<\/a><\/strong>: Delivers an accounting and invoicing tool with built-in time tracking and automated recurring billing features for managing retainers smoothly<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"65-retain-clients-easily-with-clickup-\">Retain Clients Easily With ClickUp&nbsp;<\/h2>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p>ClickUp helps you achieve that.&nbsp;<\/p>\n\n\n\n<p>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\u2014seamlessly, in one place.<\/p>\n\n\n\n<p>And it\u2019s not just about retaining clients. As Shikha Chaturvedi, Business Analyst at Cedcoss Technologies Private Limited, <a href=\"https:\/\/www.trustradius.com\/reviews\/clickup-2022-09-07-00-26-12\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">put it in her review<\/a>:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>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.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Shikha Chaturvedi<\/cite><span>,\u00a0<\/span><span class=\"cu-author-quote__author-position\">Business Analyst, Cedcoss Technologies Private Limited<\/span><\/figcaption><\/figure><\/div>\n\n\n\n<p>Start managing retainers the smarter way\u2014<a href=\"https:\/\/app.clickup.com\/signup\">sign up for ClickUp<\/a> today.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"66-faqs\">FAQs<\/h2>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1756809037920\"><strong class=\"schema-faq-question\"><strong>What is retainer management software?<\/strong><\/strong> <p class=\"schema-faq-answer\">It\u2019s 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.<br\/><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1756809077315\"><strong class=\"schema-faq-question\"><strong>Who needs retainer management software?<\/strong><\/strong> <p class=\"schema-faq-answer\">Consultants, marketing agencies, law firms, creative studios, and freelancers who work with ongoing client contracts.<br\/><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1756809132957\"><strong class=\"schema-faq-question\"><strong>What\u2019s the difference between retainers and subscriptions?<\/strong><\/strong> <p class=\"schema-faq-answer\">A retainer ensures a client has reserved access to consultants, marketing agencies, law firms, creative studios, and freelancers who work with ongoing client contracts.<\/p> <\/div> <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Ask any agency or consultant, and they\u2019ll tell you that acquiring new clients is far more expensive than retaining existing ones. If your team isn\u2019t actively managing ongoing client work or focusing on client satisfaction, it will eventually show\u2014especially in your cash flow. This lack of structure affects client satisfaction and ultimately your revenue. In [&hellip;]<\/p>\n","protected":false},"author":136,"featured_media":522662,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-522227","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/ClickUp-Docs.png","author_info":{"display_name":"Content 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