Retayned.
For agencies & studios

Know which clients need you before they go dark.

Retayned is the OS for your agency's client relationships. Every account scored, every AM's book in one view, every at-risk relationship surfaced early.

$99/mo · 5 seats included · +$19 per extra seat · no client cap
The handoff problem

What walks out the door when an AM does.

vs.
Without Retayned
The brain leaves with the person.
  • — "Wait, what was the client's wife's name?"
  • — Two weeks of Slack archaeology per account
  • — Quiet accounts slip away mid-handoff
  • — The new AM starts from a cold zero
With Retayned
The brain belongs to the agency.
  • + Every relationship scored and on record
  • + A full handoff brief in thirty seconds
  • + The account never feels the transition
  • + The new AM picks up exactly where it left off
The portfolio view

One screen. All your AMs, all their books.

Q1 · Account Manager Rollup
updated 8 min ago
AMClientsAvg scoreTrend (90d)DriftMRR
PN
Priya N.
18781 cooling$47.2k
MR
Marcus R.
14712 cooling$33.5k
EK
Eliza K.
2282none$58.9k
TV
Theo V.
11644 at risk$22.1k
SD
Sam D.
16751 cooling$39.8k
Sortable. Filterable. Exportable. Drill into any AM's book in one click.
The agency rhythm

A heartbeat for your book of business.

Daily
The morning read
Rai's overnight sweep ranks the whole book. The team opens to today's accounts; the owner sees the portfolio at a glance.
Weekly
Portfolio sweep
Drift signals across every AM's book. Decide what to escalate, reassign, or step into directly.
Monthly
Health checks
Structured pulse on each account so the score reflects the relationship, not last quarter's guess.
Quarterly
Renewal forecast
Referral-readiness and churn risk across the next 90 days, so renewals start as conversations, not scrambles.
Agency math

8 AMs. $156/mo.

Mid-size agency · 8 AMs · 120 active accounts · no client cap
Retayned Team$99.00
5 seats included$0.00
3 extra seats × $19$57.00
Per-client fees$0.00
Total monthly cost$156.00
Save one $4k/mo account
= 25 months covered
Agency FAQ
How does AM-level permissioning work?
AMs see their own book by default. Owners and managers see the full portfolio. More granular roles will be available on Enterprise.
Can we white-label client-facing artifacts?
Yes — health-check exports and QBR briefs ship with your agency mark on Enterprise. Retayned itself stays internal-only.
How does seat pricing work?
Team is $99/mo and includes 5 seats. Each additional seat is $19/mo — add or remove them as your team changes. There's no per-client fee and no client cap, so your book can grow without your bill tracking it.
How does this fit alongside our existing CRM?
Most agencies keep their CRM as the system of record for deals. Retayned plugs into it as the relationship-intelligence layer above. Two-way sync with HubSpot, Salesforce, Pipedrive, and Folk.

Run the whole book from one place.

14-day free trial · 5 seats included, +$19 each after