--- title: "RetainerOps Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about RetainerOps Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more." source_url: "https://www.capterra.com/p/10042830/RetainerOps/" page_type: "product" language: "en" --- # RetainerOps Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for RetainerOps?[Manage this product listing](https://www.g2.com/products/retainerops/claim_requests/new?auto=true) ## 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 teams that need to track ongoing client engagements, recurring projects, and retained service arrangements across professional services and creative industries. Features and Usability ### What are the key features of RetainerOps? RetainerOps offers AI Copilot, API access, and dashboard reporting for project oversight, plus task board view, task editing, sub-task management, and task progress tracking. It also includes assignment management, prioritization, recurring tasks, time tracking, real-time notifications, and reporting and analytics for project planning and tracking. Pricing ### How much does it cost and what fees or limitations are included? RetainerOps starts at $29 per month for the Solo Plan, with a free trial available. The Solo Plan includes 1 user and up to 5 clients. Studio costs $79 per month for 5 users and unlimited clients, and Agency costs $149 per month with unlimited users and a white-label client portal. Integrations ### Which third-party tools and platforms does RetainerOps integrate with? RetainerOps connects natively to ChatGPT and Claude. Getting Started and Support ### What training and onboarding options does RetainerOps offer? RetainerOps provides documentation and videos to help teams get started. Documentation gives written reference material for setup and feature guidance, while videos offer visual walkthroughs that users can review at their own pace. Getting Started and Support ### What customer support options does RetainerOps offer? RetainerOps provides email/help desk support, a knowledge base, and chat. These channels give users direct contact and self-service help for common questions and issues. No reviewer feedback about support experience is available here, so the support experience cannot be described beyond the listed options. ## Features AI summary Based on 23,605 Professional Services Automation reviews Capterra data shows that buyers of Task Management software rank the following features as their top priorities: - **Task Scheduling** (**46%** of reviewers rated this feature as critical) - **Task Editing** (**44%**) - **Workflow Management** (**49%**) RetainerOps supports **Task Scheduling** and **Task Editing**, giving teams a clear way to plan work and update tasks as priorities change. However, it does not offer **Workflow Management**. Instead, it provides **Task Progress Tracking** (**44%**), which helps teams monitor task status and keep work moving forward. Together, these features help businesses stay organized, maintain up-to-date task details, and keep daily execution on track. 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 ### All Features - 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 - Prioritization: Arrange tasks based on the level of priority or urgency - Project Planning: Organize and schedule projects - Project Templates: Pre-designed project plans that can be customized - Project Tracking: Monitor the progress of projects from start to finish - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Recurring Tasks: Set the frequency of a task's occurrence - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sub-Task Management: Split and manage tasks into individual components - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - To-Do List: 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 [View pricing plan details](https://www.capterra.com/p/10042830/RetainerOps/pricing/) 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/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.