1
Create the account
Start from the client relationship, not a disconnected project.
Retainers
Keep ongoing accounts from becoming scattered.
Track recurring client work with the account context, billing, sessions, notes, and renewal moments in one place.
HeyPond
Retainers
Today
Keep ongoing accounts from becoming scattered.
Account continuity
Recurring billing context
Session history
1Create the account
2Attach the work
3Review the status
How it works
2
Attach the work
Keep sessions, notes, invoices, and documents close to the retainer.
3
Review the status
See where the account stands before each client call.
4
Prompt the next step
Use the account context to support renewal and continuation.
What you can do
Account continuity
Keep long relationships from turning into scattered notes.
Recurring billing context
See payment history around ongoing work.
Session history
Understand what has happened before the next call.
Documents and contracts
Keep agreements close to the account.
Renewal visibility
Spot continuation moments earlier.
Client timeline
Review activity without rebuilding context.
Questions? Answers.
Can HeyPond handle retainers?
HeyPond is built for ongoing relationships, so retainers can stay close to billing, notes, sessions, and client history.
Is this project management software?
No. It is better suited to repeat-client operations and advisory relationships than task-heavy project delivery.
Can retainers connect to invoices?
Yes. Invoice and payment context can stay attached to the client account.
Can it help with renewals?
Yes. A clearer account view makes renewal timing easier to see.
Related features
CRM
Keep sessions, payments, contracts, forms, notes, and client history on one relationship record.
Invoices
Send invoices, track payment status, and keep billing history connected to the client relationship.
Contracts
Send agreements, collect signatures, and keep contracts attached to the client relationship.
Ready to simplify retainers?
Start free and connect this feature to the rest of your client workflow.
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