Clients, reporting and cost
Client tools, renewals and retainers
The subscriptions you run for each client, what they cost and when they renew. Keep track of the third-party tools and subscriptions run for each client: what each costs, when it renews and whether it is active. It also holds the retainer the client's cockpit uses to work out margin.
What you get
4 things this does for you.
Every tool with a cost and a renewal
Tool or service, client, cost, renewal date and status in one list, with a filter for renewals coming up.
Retainer and margin
Set the monthly retainer once and the client's cockpit shows margin and utilisation.
Monthly bills you can share
Consolidated monthly bills for managed tools per client, with a shareable link.
Clients see what is shared
A client sees the services shared with them and nothing else.
How it works
In four steps.
No manuals needed. Each step is one screen, and the next step is always nearby.
- Open Managed tools.
- Filter by client or expiring soon.
- Set the retainer for a client.
- Share the monthly bill by link.
Where people stay in control
A client only sees services you share, and shared bill links are meant for the client alone.
Want client tools, renewals and retainers on your business?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.