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How to Create an Account

Creating a retaincoda account takes just a few minutes. Once registered, you'll have access to a full-featured CRM designed for freelancers and solopreneurs — including client management, invoicing, proposals, contracts, and much more.

Step 1: Go to the Registration Page

Click the "Register" button in the top-right corner of the homepage, or navigate directly to /register/starter. retaincoda offers several plans — you can always start with the Starter plan and upgrade later.

Step 2: Enter Your Details

Fill in the registration form with the following information:

Full Name — Your real name as it will appear in your profile and communications.
Email Address — A valid email you have access to. This is used for login, notifications, and password recovery.
Password — Choose a strong password with at least 8 characters. We recommend mixing uppercase, lowercase, numbers, and symbols.
Confirm Password — Re-enter the same password to prevent typos.

Step 3: Submit the Form

Click the "Create Account" button. If all fields are valid, your account will be created immediately. If there are any issues (e.g. email already in use, password too short), you'll see a clear error message telling you what to fix.

Step 4: Check Your Email for the Activation Code

After registering, retaincoda sends an activation email to the address you provided. Open the email and enter the 6-digit activation code on the activation screen. This verifies that you own the email address.

Step 5: Start Using retaincoda

Once your account is activated, you'll be redirected to your Dashboard. From there you can:

Create your first workspace to organize your business.
Set up your billing information for invoices and proposals.
Add your first client and start managing projects.

💡 Tip:

Didn't receive the activation email? Check your spam/junk folder first. You can also resend the activation code from the activation screen.

💡 Good to Know:

Each account can have multiple workspaces, each with its own clients, projects, invoices, and team members. Think of a workspace as a separate business or department.