RETAINERS
A budget type that puts you in control of recurring revenue
Monitor your numbers every
step of the way
Reallocate your budget throughout the retainer by adding underspend or subtracting overspend from the next period, so fluctuations come out in the wash and projects always balance out to end on (or under) budget.
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Have visibility over the entire retainer lifespan
Understand how and why your budget fluctuates so no overspend creeps up unannounced. Keep a pulse on important adjustments and evaluate how your spend shapes up against your overall numbers.
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Work smarter, not harder
Preferences and settings will be remembered so you can simply work on the tasks at hand.
“My stress is way down because my team members are in the driver’s seat, and I know what’s happening everyday.”
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Set it and forget it
Over/underspend options will automatically be applied so no budgeting decisions bog you down.
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Be proactive
Custom notifications alert you when the budget reaches a certain amount so you’re in the know.
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Stay focused
Work uninterrupted instead of having to reactively re-calculate your time or money.
Budgeting matters. Teamwork makes tracking it easy.
Get all the tools and reports you need in the easy-to-use platform actually built for client work.
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Retainers greatly help reduce the manual overhead of managing ongoing client work. It’s valuable to have the visual layout and lots of flexible options in the setup.
Kellie Easley
COO at BrandCraft
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