Frequently Asked Questions

What is KeepClient?

KeepClient is a SaaS tool for agencies and freelancers to track contract and retainer renewal dates, send automated renewal alerts, and monitor revenue at risk from expiring contracts.

What types of contracts can I track?

Any recurring client relationship — monthly retainers, annual service contracts, project agreements, software licenses, and subscriptions.

How do the email alerts work?

You set the alert intervals (e.g., 30 days, 14 days, 7 days before expiry). KeepClient automatically sends you an email alert at each interval for any contract approaching its end date.

Can KeepClient email my clients directly?

Yes — on Pro plans, KeepClient can send branded automated renewal reminder emails to your clients on your behalf.

Is there a free plan?

Yes. The Free plan is free forever and supports up to 3 contracts. No credit card required.

Is there a free trial for paid plans?

All paid plans (Freelancer, Agency, Pro) include a 14-day free trial. No credit card required to start.

Can my whole team use KeepClient?

Yes. Agency plans support up to 3 team members. Pro plans support unlimited team members.

Does KeepClient integrate with Slack?

Yes. On Agency and Pro plans, you can connect your Slack workspace to receive renewal alerts directly in a channel of your choice.

Can I import my existing clients?

Yes. Agency and Pro plans support CSV import to migrate your existing client and contract list in seconds.

Does KeepClient integrate with other tools?

Pro plans include outbound webhooks and Zapier integration, connecting KeepClient to thousands of other apps including CRMs, project management tools, and communication platforms.

How is billing handled?

Billing is processed securely via Stripe. You can cancel or change your plan at any time from the billing settings.