Know your numbers without waiting for month-end.
Recurring revenue, invoices and profitability tracked live, with renewal risk flagged before it becomes a problem.
Your revenue picture shouldn't live in a spreadsheet.
Revenue is a spreadsheet
Updated manually, usually by one person, usually late.
Invoices chased by hand
Following up on late payment is an email someone has to remember to send.
Profitability unknown
You know revenue per client, but not what it costs you to deliver.
Renewals slip through
A retainer lapses and nobody notices until the revenue's already gone.
From accepted proposal to renewed retainer, tracked the whole way.
Retainer set from the proposal
Terms, cadence and amount carry straight through from the accepted proposal.
Invoices generate automatically
On a recurring cadence or tied to milestone completion, no manual invoicing.
Payments reconciled live
Outstanding, paid and overdue status updates the moment a payment lands.
Renewal flagged in advance
Early-warning alerts before a retainer lapses, not after.
A live financial picture, not a month-end scramble.
Live MRR tracking
Monthly recurring revenue across every client, updated in real time.
Ageing invoice breakdown
0–30 / 31–60 / 61+ day buckets, always current.
Automatic payment reminders
Configurable reminder schedule, sent without manual follow-up.
Profitability per client
Revenue minus logged delivery time, per account.
Cashflow forecasting
Projected from active retainers and pipeline together.
Renewal risk flags
Early warning before a retainer lapses unnoticed.
Primary screens
Suggested: a screenshot of the retainer dashboard, with the ageing invoice breakdown visible.
Works alongside the tools you already run
Retainer Tracker FAQ
Common questions about renewals, payments and profitability.
Still unsure whether it fits your agency?
Book a DemoQ01Does it support multiple currencies?
Yes, retainers and invoices can be issued in AUD, INR or other currencies per client market.
Q02Can clients pay partially?
Yes, partial payments are supported and reflected immediately in the outstanding balance.
Q03How are overdue reminders triggered?
Automatically, on a configurable schedule after the invoice due date. No manual follow-up needed.
Q04How is profitability calculated?
Retainer revenue minus logged delivery time from Task Tracker, at a configurable blended rate.
Q05How much notice do we get before a renewal lapses?
Configurable: most teams flag renewals 30 and 14 days ahead of the retainer's renewal date.
Q06Can we issue credits or refunds?
Yes, credits and refunds are supported and automatically reflected in profitability and forecasting.
From the agency that also does the work.
Savvy Signature is a full-service digital agency. Retainer Tracker runs inside Savvy Software, and these are the services that deliver the work.
Gain Complete Visibility Over Revenue And Client Retention
Recurring revenue is the foundation of every successful agency and service-based business. Our Retainer Tracker Software provides a real-time view of monthly recurring revenue, client renewals, invoices and profitability, helping businesses make informed financial decisions. When integrated with the Proposal Builder, Client Portal and Business Reporting Platform, you'll gain accurate forecasting, automated invoicing and powerful performance insights from one connected ecosystem. It's everything your team needs from retainer management software, as part of one connected business platform.
One of five connected modules.
Each module works on its own, and every one you add works with the rest.
See your real numbers, every day, not just at month-end.
See Retainer Tracker running on your own client data.