Every client call, accounted for
Retainers survive on communication. Inbeo turns discovery calls, weekly check ins, and review calls into summaries and follow ups your whole team can act on, without a heavy project management rollout.
Try Inbeo freeWhat slips between calls and delivery
- Action items from review calls living in someone's head
- Clients repeating themselves because notes were thin
- Follow up emails delayed until someone finds time
- No single place showing what each client is owed
How Inbeo keeps the agency tight
- Call summaries you can share instead of long voice notes
- Tasks with owners and dates pulled from the conversation
- Client emails scheduled the same day as the call
- Clients view: open work per account at a glance
A retainer check in with Inbeo
- Upload the weekly check in call for your retainer client.
- Inbeo summarizes decisions and pulls tasks: revised banner Friday, analytics report Monday.
- Schedule the recap email so the client sees the plan today.
- Before next week's call, open the client's timeline and walk in current.
Explore all capabilities on the features page or compare pricing plans.