Now accepting early access
Generic CRMs are for sales teams chasing volume. You manage depth — long relationships, complex mandates, high-trust clients. Retainer was built for that.
No credit card required · Free during beta
Why consultants outgrow generic CRMs
CRMs track leads and deals. You manage engagements, retainers, and long-term client trust. The mental model doesn't fit.
A CRM to track prospects, a PM tool to run projects, an invoicing app to get paid. Context is lost at every handoff.
What did Sarah say in the kickoff three months ago? What's the CFO's concern? This intelligence needs a home.
Product preview
What Retainer does
Retainer joins your calls, transcribes them, and surfaces the context you need before every client interaction. Commitments, concerns, decisions — all captured automatically.
From first conversation to final invoice in one place. Prospect → Proposal → Active Engagement → Renewal. No switching tools, no losing context mid-project.
Map sponsors, champions, and blockers inside each client org. Understand the political dynamics that win mandates and prevent surprises.
AI nudges that keep your network alive. "You haven't spoken to James in 6 weeks — he's entering budget planning season." Timed reminders that feel human.
Log hours against engagements. Track retainer utilization. Generate invoices. The financial side of your practice, inside the same tool.
Create, send, and track proposals from within your pipeline. Reuse templates across engagement types. Know the moment a prospect opens your deck.
How it works
Retainer syncs with Google or Outlook. Every meeting with a client or prospect is automatically detected — no manual logging ever.
After each client call, Retainer generates a summary, extracts action items, and files everything under the right engagement. Your notes, organized.
AI-poweredTrack where every prospect and client sits. Send proposals, log hours, schedule follow-ups — all from one view built around how you actually think.
Generate invoices directly from time logs. Monitor retainer utilization. And when it's time to renew, Retainer surfaces the right moment to have that conversation.
Early feedback
"I've tried every CRM and abandoned all of them. The vocabulary is wrong — I don't have 'deals', I have engagements. Retainer is the first thing that makes sense to me."
"The meeting intelligence alone would save me two hours a week. I'm constantly digging through old emails to remember what a client asked for six months ago."
"Running a 4-person boutique firm, we lose client context every time someone joins a project mid-way. A shared intelligence layer is exactly what we need."
Join the waitlist. Free during beta. No credit card required.