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Learn how to boost customer-facing time, decrease cost-to-serve, and increase retention.

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Here’s What Retain Delivers
for the World’s #1 CRM Provider:

50% Faster

Saving 50% of their time on ongoing customer success processes like support tickets and QBRs.

23,000 Hours

Returning 23,000 hours to the team over the past year on cumbersome internal processes to maximize customer-facing time.

$2.5M Savings

Creating more than $2.5 million in cost savings through insights to identify areas to optimize, automate, and improve.

Insights in Moments – Not Months.

Start making data-driven decisions with accurate insights.

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Connect Your Applications.

Retain connects with the applications you already use.

Work as Normal.

Retain automatically identifies customers and processes as the team does their job.

Make Data-Driven Decisions.

Retain creates a 360° view of how your team engages with each customer, process, and application.

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360º Customer View

All the customer information you need in one place to make smarter decisions faster.

Capture data based insights needed to make informed decisions quickly and confidently allowing your team to be proactive with customers.

Your Command Center

Understand your team and their processes.

Process analytics equip you to be proactive, not reactive. Spend your time on the activities that matter most. Easily measure internal process efficiency and identify areas to optimize, automate, and improve.

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30 Minute Meeting Form

Empower Your Team

Give your team the tools and data they need to succeed.

Enable your team to proactively engage with the customers and processes that lead to higher success outcomes instead of reacting when there’s an issue.

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Before Retain, we only had an anecdotal understanding of where our time was being spent. Having data we can trust gives us the insights we need to ask ‘how can we best serve this client and bring value to them, while also potentially doing it in a more efficient way?’ It’s the difference between being a tactical versus a strategic advisor.”

Seamlessly Connect All Your Apps.

Retain seamlessly connects with 250+ apps you already use.

Integrate your apps, including proprietary apps, to gain a 360º view of your customers, processes, and team.

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