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.

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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.

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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.

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retainer project management in Scoro by periods

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.

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Automate invoicing

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.

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Control costs

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.

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Avoid overservicing

Understand how work is distributed among junior and senior team members. Reallocate resources to stay within the budget.

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Connect your favorite apps and tools

Have some other vital tools you wish to sync with Scoro? Integrate what you need and harness the power of consolidated data in Scoro.

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