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Introducing Retainia: Agency Management with a Branded Client Portal

Retainia is an all-in-one agency management system — client orders, tasks, invoicing, messaging, and a custom-branded client portal.

Introducing Retainia: Agency Management with a Branded Client Portal

Introducing Retainia: Agency Management with a Branded Client Portal

Agency work scatters across email, task boards, and invoices. Retainia is an all-in-one agency management system for client orders, task management, invoicing, and messaging — plus a custom-branded client portal so clients stay in one place.

Built for agencies that want operations and client experience under one roof.

What Retainia does

Agency ops + client experience:

  • Client orders — keep work requests organized instead of buried in email
  • Task management — boards and views so delivery stays visible
  • Invoicing — connect commercial follow-through to the same system
  • Messaging — reduce unnecessary back-and-forth outside the portal
  • Branded client portal — give clients a custom-branded home for their work

Explore:

  • Retainia
  • About / Pricing pages via site navigation (Get started · Book a Demo)

Who it is for

Digital and creative agencies, boutique studios, and service teams that manage recurring clients and want a cleaner portal than a pile of shared docs.

Where it fits in a content stack

Retainia owns orders → tasks → invoices → client portal communication. Creative production tools stay separate; Retainia is the operating system around delivery and client trust.

Why it matters now

Clients judge agencies on clarity as much as craft. A branded portal and unified orders/tasks/invoices reduce “where is my file?” threads.

How teams typically use Retainia

An agency onboards a new client into a branded portal, logs orders, assigns task boards, and sends invoices from the same system. Account managers message inside the portal instead of scattering Slack and email. Leadership glances at orders and invoices without opening three tools.

Quick tips if you try Retainia

  1. Brand the portal first so clients feel they are in your workspace.
  2. Standardize order intake before you scale headcount.
  3. Keep task boards light — status clarity beats complex workflows.
  4. Connect invoicing early so delivery and cashflow stay linked.
  5. Email contact@retainia.com for demos or partnership questions.

Soft close — related tool

If you also need concept → storyboard → animated or whiteboard explainer / Reels (not talking-avatar presenters), see Scro Explainer. Scro (by NOVAX) is built around approving an AI storyboard before you render — useful when the job is teaching a process for a client, not running agency ops. Keep Retainia as the focus of this intro; Scro is only a related option for storyboard-first explainers.