---
title: RETAIN Reviews
meta_title: 'RETAIN Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how RETAIN works for a business like yours.
date_modified: '2026-07-22'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---

# RETAIN Reviews
**Vendor:** CX Advisory  
**Category:** [Customer Success Software](https://www.g2.com/categories/customer-success)
## About RETAIN
RETAIN is the AI-native Customer Experience Platform for UK B2B SaaS teams. It unifies post-sale customer data and runs the operational work - automated QBR client portals, explainable 8-signal health scoring, onboarding Flight Plans, playbook automation, a built-in service desk, NPS and CSAT surveys, customer education, and a knowledge base - so lean CS teams manage their portfolio without a CS Ops function. Every tier is the full platform, from £149/month, live in days. Built by CX Advisory Ltd, registered in England & Wales, UK GDPR-native with EEA data residency






- [View RETAIN pricing details and edition comparison](https://www.g2.com/products/cx-advisory-ltd-retain/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-25+03%3A40%3A00+-0500&secure%5Bsession_id%5D=10a3446c-ecad-49fe-b679-788bfe0ad929&secure%5Btoken%5D=cdd381ecea9bb06774dc3e350c1d135139345e94867d63558bc5d9bb80a0e4eb&format=llm_user)

## RETAIN Features
**Customer Information**
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Playbooks
- Customer Segments
- Product Engagement
- Surveys

**Predictions**
- Churn Risk
- Upsell Opportunities
- Custom Triggers
- Machine Learning

**Platform**
- Reporting & Dashboards
- API & Integrations
- Data Import & Export Tools
- Workflow Capability
- Notifications
- Customization
- Scalability
- Data Security
- Performance & Reliability
- User, Role, and Access Management

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Customer Success**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance