Product · Today queue

The CRM that tells you what's about to slip.

Consultants don't lose clients in dramatic moments — renewals drift, relationships go quiet, proposals stall, invoices sit unpaid. Retainer watches all of it and puts what needs you on one screen.

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Free during beta · No credit card required

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Today dashboard

What it does

Every signal feeds one ranked queue, ordered by what it costs you to ignore.

Ranked by cost to ignore

A quiet high-value retainer outranks a stalled small proposal. The queue sorts by what the relationship is worth, not only how long it has been.

Six signals, one screen

Renewal window, going quiet, stalled proposal, overdue invoice, unbilled hours, and worth another look. That is the live set.

Act on the card

Log a touch, snooze a week, or dismiss it for good. Dismissed stays gone.

How it works

Step 01

Connect your calendar

Confirm who matters. The first Today screen already has history behind it — last contact, active work, what needs attention.

Step 02

The queue writes itself

A daily job watches the six signals and ranks what needs you. You do not configure rules.

Step 03

Work the cards

Log a touch, snooze, or dismiss. No separate to-do list.

Step 04

They clear when the thing changes

Pay the invoice and the card goes. Move the deal and the card goes. Or you say so.

Questions

What does Today watch?

Six live signals: a retainer or project ending within 60 days, an important relationship gone quiet, a proposal sitting five days with no movement, a sent invoice past due, extra hours logged but never billed, and a deal lost on timing whose recheck date has arrived.

Do you read my email?

Not today. Email context is built and switched off during beta. When it launches it will be opt-in and read-only.

Can I turn a rule off?

There is no settings panel for thresholds. Dismiss is permanent for that item. Snooze hides it for a week. If the underlying thing is still true after that, it can come back.

What does free during beta mean?

Sign up now and use everything free while Retainer is in beta. Paid plans will be announced before beta ends; beta users get notice and preferred pricing.

Also in Retainer

Find out what's slipping before it costs you.

Free during beta · No credit card required

Start free