Create Retainers per Hour or Bundle

Offer your Services hourly or by bundle, your clients can purchase once off blocks or a monthly subscription.

Recurring Monthly Retainers instantly

Easily Create hourly or bundle service retainers available for your clients to purchase, as a once off or monthly subscription.

Ongoing Retainers for Ongoing Work

If your client wants flexibility, you can set them up as a Ongoing Retainer and bill whenever you like.

Unlimited means Unlimited

For your clients with annual or offline retainers, you can set them up as Unlimited - no restrictions whatsoever.

How Clientrol can help you

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

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.

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.

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.

Your Clients will love their Dashboard

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

Elegant Client Dashboard

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

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.

Part of your Team

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

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.

Live Manager Overview

Instant visibility to your inhouse or virtual team and your clients.

Assign Managers to Clients, Requests, Tasks & Projects

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

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?

Every Client is different, different rates or different service offerings, Clientrol understands and is extremely flexible so you can customise every single client with a different retainer setup and project management configuration, without the multiple subscriptions!

Every Requests, Retainers, Tasks, Projects & More - all in one place. Even the little things like timers, notes, files are all included so you can become more productive and drive your business and spend less time chasing payments, email tennis and checking up to see what your team are working on.

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.


Start using Clientrol today.

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