Show every client what you made them, and see the one who is about to leave.
Retainly installs once on your agency, reads the results in each client sub-account and writes the monthly report you send them. When an account starts decaying it tells you, while there is still time to fix it.
Every client on one screen
One install at agency level. Retainly reads each sub-account you already manage and puts them in one list, worst first, so you know who to call before anyone calls you.
A monthly report your client can read
Cash collected, pipeline won, appointments showed, leads by source, in plain language with your name on it. You read it and press send. Every figure comes from their own data, never from a model.
An alarm before the cancel call
When a client account's results fall well below its own normal for two weeks running, I email you. No shared benchmarks, no scores you cannot check, no claims about logins the platform does not expose.
What it is not: a metrics dashboard. Your CRM already has one. This is the agency-side view across all of your clients, the report you would otherwise write by hand and the warning you would otherwise get on a phone call.