Foster long-term client relationships with retainer projects
Manage recurring client work from sales to delivery and finance in one platform. Stay productive and profitable with real-time insights into time and budget burndown.
Agree on retainer terms
Secure a predictable revenue stream and workload with retainer agreements. Centralize all relevant information by using Scoro’s quotes to record retainer terms.
Automate retainer management
Set up retainer projects with a few clicks. All periods and budgets are automatically created so you can easily track the actual results against each period’s target.
Focus on the now
Easily prioritize what matters most by viewing only the activities, sales, and financial documents relevant to the current period.
Stay within budget
Set retainer time and monetary budget and track burndown by period. Got a flexible contract? Roll over unused hours or borrow time from future periods.
Save time by automating the entire billing process. Automatically generate and issue invoices for each period. Set up late payment reminders to maintain a healthy cash flow.
Track internal delivery costs to know the true profitability of each period. Include project-related bills and expenses to ensure they are accounted for in the budget.
Understand how work is distributed among junior and senior team members. Reallocate resources to stay within the budget.
A single source of truth for your business
Run your consultancy, agency or any other professional services business on one seamlessly integrated platform.