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Sell Unlimited Bundles

Offer your Services hourly or by bundle, your clients can purchase once off blocks or a monthly subscription.
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Sell your Bundles as Prepaid, Monthly Recurring or Annual.

Easily Create hourly or bundle service retainers available for your clients to purchase, as a once off or monthly subscription, you can also incentivise your Clients by offering a % discount when purchasing an annual Bundle.
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Add Restrictions and Rollover Hours

You can restrict a Bundle by including a time constraint(i.e 10 Hours) so your Client will always know how much time is available, if they run out - they can purchase additional time instantly. Rollover Hours is optional, if enabled - any unused hours in Month 1 will carry to Month 2, however the Hours must be used in Month 2. In Month 3, the hours are back to normal.
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Collect Client Information before Purchasing.

Create Custom Bundle Forms to collect important Client data before they purchase, you can create unlimited forms and assigning them to different Bundles so you can truly customise the experience.

How Clientrol can help you

  • I'm a Freelancer
  • I have a Small Team
  • I manage an Agency
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I'm a Freelancer

You are busy and want to spend your time working, not chasing payment or more information when a Request comes in. With Clientrol Retainers, you can offer your Clients to purchase time in advance or sell monthly recurring bundles. You can also create custom forms so you capture everything your client needs, first time.
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I have a Small Team

Managing a Team or local or remote contractors can be a challenge, you want everyone working on your client's project. With Clientrol, you can add your team and assign requests, projects or tasks easily. You can quickly see who is working on what at any given time.
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I manage an Agency

Managing an Agency with internal staff and external contractors means you need full control. With Clientrol, our tools give you full leverage over your client's requests but also your staff and external contractors so everyone is pulling in the same direction.
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The Classic Client Dashboard

Easy to use Client Dashboard with full visibility and purchase additional time in seconds!
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Classic Client Dashboard

Your Client can submit Requests via their online dashboard, they can instantly see how much time is available from their retainer.
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Capture Everything at Once

Easily create Custom Request Forms with a drag&drop interface to match your Client's requirements so everything is captured and no email tennis.
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Part of your Team

Add your logo, customise the background, add your face and custom replies to deliver a warm Client experience.
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Your Team under Control

Monitor, Manage and Control your inhouse or virtual team. See who is working on what, when and where. Available with Team & Agency versions.
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Live Manager Overview

Instant visibility to your inhouse or virtual team and your clients.
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Assign Managers to Clients, Requests, Tasks & Projects

Easily assign your Managers to different clients, setting out who is working where.
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Restrict Everything

You have full control over the access your Managers have to client and your business. They will never see transactions, purchases or bills.

How will Clientrol help my business?

Clientrol solves many key Client related challenges, from getting paid to manage work requests to working smarter and managing a local or remote team. Clientrol pulls it all together in one platform, Clientrol works both ways, it also gives your client full control and visibility of your work, everything you need is here - everything under control.

Get Paid Immediately.

Clientrol integrates easily with your favourite payment processor including GoCardLess. Once you are setup, any purchases by your clients go directly to your account, instantly.

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Start using Clientrol today.

14-Day Free Trial including dedicated onboarding, Support and Q&A, everything to get you up and running.