Here’s a Quick Preview.

Retain Powers the Brightest Enterprises.



Here’s What Retain Delivers.
2x Output
Doubling the efficiency of ongoing customer success processes like onboarding, training, and QBRs.
23,000 Hours
Returning 23,000 hours/year spent on cumbersome internal processes to maximize customer-facing time.
25% Growth
Growing revenue 25% by boosting engagement with high-value customers and increasing retention.

Start Making Better Decisions with Accurate Data.
Using privacy-rich browser technology that automatically adapts to all of your customer teams’ processes, Retain sits naturally in a team’s workflow, enabling everyone responsible for delighting customers to make data-driven decisions.
Leverage Your Existing Applications.
Retain sits in the workflow of the applications you already use.
Work as Normal.
Retain automatically identifies activities focused on customers and processes as the team does its job.
Make Data-Driven Decisions.
Retain creates a unified view of how your team engages with each customer, process, and application.
Retain in a Nutshell – How it Works.


Insights in moments – not months.
All the customer information you need in one place to make smarter decisions faster.
Capture data-driven 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. Easily measure internal process efficiency and identify areas to optimize, automate, and improve.


Empower your team.
Focus your team on the best habits they need to succeed.
Empower your team with the best habits to effectively engage with the customers and playbooks that lead to higher success outcomes.

Retain empowers us to have data-driven customer journeys that help us mitigate the risk of churn and drive revenue growth outcomes by focusing the team on engaging with the right relationships, with the right activities, at the right time.”
– Fortune 100 Customer
One Source of Record™
Across Every System of Record.
Get a unified view of customer engagement across your systems and processes to make data-driven decisions.
