# 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 May 18, 2026

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

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[Description](#description)[Use cases](#use-cases)[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

\-

Negative

\-

Starting price

$29

Flat Rate, Per Month

Free trial  
available

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## 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

Get Advice

We can help you find the software with the features you need.

## 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

## Top-rated software of 2026

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)