---
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=2026-09-08+13%3A04%3A32+-0500&secure%5Bsession_id%5D=38888ff3-eaa4-4d65-9dee-5c451b4b34be&secure%5Btoken%5D=79f0e3415972547b040d8c9bcbb4b82cc153d132717a7243f1fc0d6ce1402618&format=llm_user)

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

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

**Platform**
- Reporting & Dashboards
- Third-Party Integrations
- Data Import & Export Tools
- Workflow Capability
- Notifications
- Customization
- Scalability
- Data Security
- Performance & Reliability
- User, Role, and Access Management
- Collaboration Tools
- Real-Time Data
- Activity Dashboard
- Customer Experience Management
- Churn Management
- Survey/Poll Management
- Communication Management
- Task Management
- Customer Management
- Account Management
- Renewal Management
- Feedback Management
- Knowledge Base Management
- Revenue Management
- Workflow Management
- Contact Management
- Email Management
- Configurable Workflow

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

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

**Additional Functionality**
- Onboarding
- Chat/Messaging
- Performance Metrics
- Activity Tracking
- CRM
- API
- Customer Database
- Customizable Templates
- Widgets
- Win/Loss Analysis
- AI Copilot
- Event Triggered Actions
- Surveys & Feedback
- Engagement Tracking
- Customer Segmentation
- Customizable Reports
- Drag & Drop
- Customer History
- Reporting & Statistics
- Reporting/Analytics
- Customizable Forms
- Customizable Branding
- Usage Tracking/Analytics
- Multi-Channel Communication
- Account Alerts

## Top RETAIN Alternatives
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  - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - 4.5/5.0 (1,726 reviews)
  - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,601 reviews)