For marketing agencies on monthly retainers
The campaigns deliver results. Proving that to clients every month shouldn't be the hardest part of the job.
Free until the first client opens their portal
New subscription
Growth plan
The biggest threat to a retainer isn't bad results. It's a client who loses track of what's being done.
Campaigns run. Ads get optimized. Content goes live. But the client only sees what shows up in a monthly PDF that took an hour to put together. In between, requests come in through email, feedback gets lost in a thread, and the occasional "what are we actually paying for?" lands right before renewal.
Most marketing agencies are great at running campaigns but terrible at showing the work in a way that makes clients feel confident about staying another month. The backend is scattered. The client experience is an afterthought. And churn happens not because the work was bad, but because the client never really saw it.
Setorio gives every client a branded portal where deliverables, tasks, and subscription details live in one place. Clients see what's in progress without asking. The agency stops chasing approvals and starts focusing on the work that keeps retainers alive.
Built for agencies where retention
starts with visibility
Recent activity
A portal that keeps clients in the loop
Deliverables, tasks, and subscription details in one branded space. Fewer "just checking in" emails.
Open requests
Brief: Black Friday campaign
Feedback on landing copy
Requests that don't get lost
Client feedback and new briefs come through the portal. Not through a chain of forwarded emails.
Price
$499
Next invoice
May 1, 2026
Status
ActiveBilling that doesn't interrupt the work
Retainers renew and invoice automatically. No manual follow-ups before the next campaign starts.
What matters here
How Setorio gets built
Feedback shapes what gets built next
The roadmap is decided by what real users keep asking for, which means the next feature is almost always one that somebody already needed yesterday.
Bug reports get taken seriously
Every issue that gets reported lands in a tracker that actually moves, and the critical ones get fixed before anything new ships on top.
The tool stays simple as it grows
Setorio adds depth without adding noise, so the interface looks the same whether someone has two clients or twenty.
Pricing
Includes:
- 1 seat
- Up to 5 active clients
- Payments and invoicingConnect Stripe or Moneybird to manage payments and invoicing.
- Custom portal domainLet clients access their portal on your own domain.
- Task managementOrganize work internally and let clients see progress from their portal.
Everything from Solo plus:
- 3 seats
- Up to 15 active clients
- Remove Setorio brandingRemove all Setorio branding from your client portal.
- Custom brandingApply your own colors, fonts, and logo to the client portal.
- Internal notesAdd private notes to tasks, visible only to your team.
Everything from Studio plus:
- 5 seats
- Unlimited active clients
- Custom email domainSend invoices and notifications from your own email address, like invoices@youragency.com.
- Role-based permissionsControl what each team member can see and do.
- Priority supportDirect access via email. Response within 4 hours on business days.
Common questions
Clients deserve a better portal
Free until the first paid client