get-free-advice
Clara Icon MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
Get Started
Blogs
Software
AI Visibility
/*
Loading...
*/

About RetainerOps

Clara AI Deep Dive with Clara AI

RetainerOps is retainer management software built for fractional executives, independent consultants, and boutique agencies running recurring client engagements. Unlike general freelancer tools, it's structured around how retainer work actually operates: Packages define the scope and hours, Clients attach to those packages, Projects sit under each client, Tasks break down the work, and Time Entries keep every billable hour accounted for. The platform includes a built-in AI assistant — powered by Claude — that surfaces utilization insights, flags retainers running hot, and helps you stay on top of scope without digging through reports. Recurring billing, time tracking, and client visibility all live in one place, replacing the spreadsheet juggling most retainer-heavy consultants rely on today. RetainerOps is available in three tiers: Solo ($29/mo), Studio ($79/mo), and Agency ($149/mo). All plans include a 14-day free trial with no credit card required. Purpose-built for the way fractional professionals actually work.

Read more

Screenshots & Videos

Dashboard where you can see clients data, upcoming tasks and more
Access specific client data including projects, tasks, and time entries
Integrated planner to easily see over-booked days
Video Thumbnail

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)
  • Freelancers
  • Individuals

API Support

  • Available

Modes of Support

  • Business Hours

RetainerOps Features

Professional Services Automation Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%

Revenue & Profitability Tracking

Project Planning & Scheduling

Project & Resource Management

Reporting & Analytics

Client & Contract Management

Billing & Invoicing

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Billing and Invoicing Features

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Percent-Complete Tracking

Percentage of work done on estimated items.

Budget Management

Analyzing financial information to ensure all operations are within budget

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Time Tracking Features

Multiple Billing Rates

Helps in creating customized billable rates for different team members at job

Billable & Non-billable Hours

Tracks billable and non-billable hours to help in better estimate making and quote clients accordingly

Automatic Time Capture

Employs data mining tactics to index, cleanse and derive meanings of time-related information on the basis of timestamps

Timesheet Management

Helps to accurately manage timesheet information for easy accessibility

Overtime Calculation

Simplifies the process of calculating extra hours worked for by staff or team members

Offline Time Tracking

Enables one to track time in offline mode as well

Mobile Time Tracking

Allows tracking time using a mobile device

Employee Database

Helps in providing an organized collection of employee data

Leave Tracking (Vacation)

Assist in keeping track of leave and holidays for easing the payment calculation process

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.
RetainerOps Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Solo $276.00 $29.00 per month

  • 1 user
  • Track up to 5 clients
  • Retainer tracking
  • Client Portal
  • Time tracking + tasks
  • Basic reports
Start Free Trial

Studio $756.00 $79.00 per month

  • 5 users
  • Unlimited clients
  • Everything in Solo
  • AI assistant — 100 msgs/mo, 10 saved chats
  • Claude & ChatGPT MCP connector
  • Excel exports
  • Threshold alerts
  • Full API access
Start Free Trial

Agency $1,428.00 $149.00 per month

  • Unlimited users
  • Unlimited clients
  • Everything in Studio
  • AI assistant — 500 msgs/mo, 20 saved chats
  • Claude & ChatGPT MCP connector
  • Priority support
  • Advanced analytics
Start Free Trial

Screenshots of Vendor Pricing Page

Pricing screenshot

Learn more about  RetainerOps Pricing

RetainerOps Alternatives

View All RetainerOps Alternatives

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Kantata logo
Kantata Unleash the power of professional services read more

4.3 25 user ratings

View Details

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SANeForce logo
SANeForce Innovate, Engage, Excel read more

View Details

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Ruddr logo
Ruddr A Professional Services Platform read more

4.7 316 user ratings

View Details

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Birdview PSA logo
Birdview PSA Resource Management Platform to Plan Your Best Work read more

View Details

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Kytes (ProductDossier) logo
Kytes (ProductDossier) Streamline Projects, Maximize Productivity, Drive Exceptional Results read more

View Details

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

HaloPSA logo
HaloPSA All-in-One PSA Software for Service Providers read more

View Details

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Upland PSA logo
Upland PSA Professional Services Automation (PSA) Software | Upland Software read more

4.2 121 user ratings

View Details

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Q360 logo
Q360 PSA Software Q360™ read more

View Details

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Replicon PSA logo
Replicon PSA The Leading Self Driving PSA Software read more

View Details

77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Kimble PSA logo
Kimble PSA Professional Services Automation (PSA) Software for Salesforce read more

View Details

RetainerOps Reviews

Do You Use RetainerOps?

Be The First One To Review!

Write a Review

Videos on RetainerOps

Video Thumbnail

Product Walkthrough

RetainerOps Screenshots

Dashboard where you can see clients data, upcoming tasks and more

Dashboard where y...

 Access specific client data including projects, tasks, and time entries

Access specific c...

 Integrated planner to easily see over-booked days

Integrated planne...

 Connect Claude or ChatGPT

Connect Claude or...

 Open API to integrate with your own applications

Open API to integ...

RetainerOps Contact

Vendor Details

Founded : 2026

Contact Details

Not available

https://www.retainerops.com

Social Media Handles

RetainerOps Integrations

Claude
Claude Chatbots Software
ChatGPT
ChatGPT Chatbots Software

FTC Disclosure

SaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

Give us a shout  
icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed