Retainers
Ongoing agreements billed on a cycle, with the work delivered against them visible on the same record.
Part of Finance Management
What Retainers does
A retainer is a subscription with an obligation attached. The billing half is straightforward; the half that goes wrong is remembering what was promised in exchange.
Holding both on one record means the question "what are we actually doing for them" has an answer that is not somebody's memory.
- Bill an agreed amount on an agreed rhythm
- Keep the agreement and the work done under it together
- See which retainers are current without opening a contract folder
Where this one earns its place
Agencies and consultancies on monthly agreements
Service businesses with maintenance or support contracts
Anyone whose retainer terms live in a signed PDF nobody opens
It is not a separate tool
Retainers is part of Finance Management, and Finance Management reads and writes the same records as everything else on the platform. There is nothing to integrate, and no second copy of your customers.
- One login, and one bill for whatever you use
- One customer record, shared by every app that touches it
- No connector to build, and none to maintain
- Turn it on without migrating anything
The rest of what Finance Management does
These come with it. Nothing here is a separate purchase or a separate login.
Questions about Retainers
Talk to someone who sets this up for a living.
No. It is part of Finance Management, so it comes with that app rather than being bought and logged into on its own.
Finance Management works on its own, and gets more useful the more of the platform you run alongside it, because they all read the same records. There is nothing to connect and nothing to migrate first.
Yes. Book a demo and we will show it running on the kind of data you actually have, rather than on a sample account.
Get started today.
Clarity. Growth.
Book twenty minutes with our team. We will map your current stack, show you what Kore replaces, and give you a straight answer on cost.
A named person from the Frisco team, not a call centre.
- No setup fee
- Live in days, not months
- Cancel any module anytime
Not ready to talk? Take the monthly email.
What we shipped, what broke, and the occasional customer number. One email a month.
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