CRM for Retainer Clients
Keep retainer clients engaged and renewing
Retainer clients provide predictable revenue, but only if you keep them engaged. NexaLink CRM tracks deliverables, monitors satisfaction, and reminds you to demonstrate value so retainers renew year after year.
Perfect For
Why Use CRM for Retainer Clients
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
CRM Features for Retainer Clients
Purpose-built tools for managing retainer clients
Deliverable Tracking
Log what you deliver each month against the retainer scope
Benefit: Demonstrate clear value at every renewal conversation
Scope Creep Alerts
AI detects when work exceeds the agreed retainer scope
Benefit: Protect margins and renegotiate before resentment builds
Renewal Pipeline
Track upcoming retainer renewals with preparation timelines
Benefit: Never scramble for a last-minute renewal pitch
Value Reports
Generate summaries of work completed and results achieved
Benefit: Make the renewal decision obvious for your clients
AI-Powered Features
Smart automation that helps you nurture relationships
Tips for Managing Retainer Clients
All CRM Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Strengthen Your Relationships?
Start managing your retainer clients with AI-powered CRM today.
