Productive

Set up retainer deals for recurring contracts, track total deal value across periods, and automatically create a recurring budget when won.

Retainer Deals (Beta)

Understand what happens when you win a Retainer deal, how to set up the recurring budget, and what happens to bookings and tracked data from the deal.

Winning a Retainer Deal (Beta)

Set up and manage recurring client deals in Productive's CRM.

Retainer Deals

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