Everything You Need to Keep Clients

Every feature in KeepClient is built around one goal: make sure you never let a profitable client relationship quietly expire.

Contract & Retainer Tracking

Add any client contract with a start date, end date, and monthly value. KeepClient color-codes contracts by urgency — green for healthy, yellow for approaching, red for expiring soon — so you always know what needs attention at a glance.

Automated Renewal Alerts

Configure email alerts to go out 30, 14, and 7 days before any contract expires. Never rely on memory or calendar reminders again.

Revenue-at-Risk Dashboard

See exactly how much monthly recurring revenue is at risk of expiring within the next 30, 60, and 90 days. Make proactive decisions before revenue disappears.

Client Profiles

Full contact history for every client — all contracts, renewal history, lapse reasons, and notes in one place.

Slack Alerts

Get renewal reminders right in your team's Slack channel. Never miss a critical renewal because someone wasn't checking email.

CSV Import

Already have clients in a spreadsheet? Import your entire client list in seconds with a CSV upload.

Contract Templates

Create and reuse standard retainer structures so adding new clients takes seconds, not minutes.

Multi-User Organizations

Invite your team members and manage access with role-based permissions. Agency plans support up to 3 seats; Pro supports unlimited.

Custom Email Branding

On Pro plans, send renewal alerts from your own domain with your logo — clients see your brand, not KeepClient's.

Automated Client Outreach

Pro users can set KeepClient to automatically email clients before their contracts expire — improving renewal rates without manual effort.

Outbound Webhooks & Zapier

Connect KeepClient to your CRM, project management tools, or any other software via webhooks and Zapier.