# RetainerOps Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about RetainerOps Software - reviews, pricing plans, popular comparisons to other Task Management products and more.

Source: https://www.capterra.com/p/10042830/RetainerOps

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# 

 RetainerOps Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

RetainerOps

## What is RetainerOps?

RetainerOps is a platform for managing retainer-based client work, offering visibility into hours, budgets, tasks, and profitability. Real-time tracking shows remaining hours per retainer, with alerts. Integrated task management and time tracking allow tasks to be assigned and tracked against specific clients. Automated monthly reports are sent to clients without manual effort. A client portal provides access to view hours, approve tasks, and track deliverables, reducing the need for status emails. RetainerOps uses Claude AI for natural language commands to create clients, prioritize workloads, log time, and analyze profitability. An MCP connector integrates with Claude Desktop, Claude Web, and ChatGPT for AI-driven operations management. The REST API enables external tool integration, supporting data sync, custom automations, and report generation.

## What is RetainerOps used for?

[Task Management](https://www.capterra.com/task-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$29

Flat Rate, Per Month

Free trial  
available

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## FAQs about RetainerOps

Overview

### What company size and specific industries is RetainerOps built for?

RetainerOps is designed for fractional executives, consultants, boutique agencies, project managers, and studios that manage retainer-based work. It fits small to mid-sized service businesses and professional teams that need a system for ongoing client engagements rather than one-time projects.

Features and Usability

### What are the key features of RetainerOps?

RetainerOps offers AI Copilot, API access, and dashboards for project oversight, along with activity tracking and real-time notifications. Core task features include assignment management, prioritization, task board view, task scheduling, recurring tasks, sub-task management, and time tracking, plus reporting and analytics for progress review.

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### More questions?

Ask our experts

Pricing

### How much does it cost and what fees or limitations are included?

RetainerOps starts at $29 per month for the Solo Plan, which includes 1 user and up to 5 clients. The Studio Plan costs $79 per month for 5 users and unlimited clients, and the Agency Plan costs $149 per month for unlimited users. A free trial is available.

Integrations

### Which third-party tools and platforms does RetainerOps integrate with?

RetainerOps integrates with ChatGPT and Claude for AI-assisted workflows. These native integrations connect RetainerOps to two third-party platforms, covering generative AI tools used for content creation, drafting, and workflow support.

Getting Started and Support

### What training and onboarding options does RetainerOps offer?

RetainerOps provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos support visual, self-paced learning for reviewing tasks and product functions.

Getting Started and Support

### What customer support options does RetainerOps offer?

RetainerOps provides email/help desk, a knowledge base, and chat for customer support. With no reviewer feedback available on support experience, the product’s help options can be described only by these channels, without added claims about response times, helpfulness, or common issues.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Tracking

Track and document all activities across devices, networks, and other systems

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

API

Application programming interface that allows for integration with other systems/databases

Assignment Management

Assign issues and tasks based on availability or required skills

Commenting/Notes

Leave comments and notes on documents for others to view

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

RetainerOps 20 features

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Assign issues and tasks based on availability or required skills

Leave comments and notes on documents for others to view

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Arrange tasks based on the level of priority or urgency

Organize and schedule projects

Pre-designed project plans that can be customized

Monitor the progress of projects from start to finish

Notifications that are delivered to users as soon as an event occurs

Set the frequency of a task's occurrence

View and track pertinent metrics to find patterns and gain insights from data

Split and manage tasks into individual components

UI looks like task board

Edit task information and all related elements

Track the status and progress of tasks

Track and manage the scheduling of tasks

Measure and track time including hours worked and paid time off (PTO)

A digital list of items that need to be completed

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## Pricing

Free Trial

Solo Plan

$29.00

Flat Rate,Per Month

It includes:

-   1 user
-   Up to 5 clients
-   Retainer tracking
-   Client portal
-   Time tracking + tasks
-   Basic reports

Studio Plan

$79.00

Flat Rate,Per Month

It includes:

-   5 users
-   Unlimited clients
-   Everything in Solo plan
-   AI assistant (100 messages/month, 10 saved chats)
-   Claude & ChatGPT MCP connector
-   Excel exports
-   Threshold alerts
-   Full API access

Agency Plan

$149.00

Flat Rate,Per Month

It includes:

-   Unlimited users
-   Unlimited clients
-   Everything in Studio plan
-   AI assistant (500 messages/month, 20 saved chats)
-   Claude & ChatGPT MCP connector
-   White-label client portal
-   Custom portal domain
-   Priority support
-   Advanced analytics

## Integrations

[

ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/)[

Claude](https://www.capterra.com/p/10011218/Claude/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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