Retain Cloud Reviews & Product Details

The user interface is easy for Resourcing professionals as well as client facing staff, it is also a very stable environment with little lag or buffering. The ability to build dashboards within the reporting function of the tool allows me to make real time decisions and provide real time MI to senior stakeholders. Review collected by and hosted on G2.com.

Some tasks are very tedious, for example there is no way to do multiple updates to jobs - if we have a manager leave you have to manually change the manager per job. There is also no way to import bookings into the tool so where the roll forward element is not used then forward planning is a very lengthy task. Review collected by and hosted on G2.com.

I really benefited from Retain Cloud's real-time visibility into resource availability and utilization. The software significantly reduced manual data entry and minimized errors. Its automated scheduling and forecasting features were invaluable. I appreciated having a centralized, single source of truth for all resource data, which made collaboration across teams easier. The built-in dashboards and reporting technology provided quick insights. The scenario planning and 'what if' analysis capabilities supported future project planning. Retain enhanced capacity and demand forecasting and ensured data accuracy through version control and audit trails. The role-based access offered better governance, while the seamless integration with project management, HR, and finance tools proved useful. Its scalability and significant time savings improved efficiency, supporting more data-driven decisions. Additionally, customization, AI integration, and continuous software enhancements are appealing for future use. The Retain IT team and Jack Ramshaw were amazing in providing real-time solutions/improvements based on feedback from early stages to ongoing support. Review collected by and hosted on G2.com.

I find the reporting and dashboards require improvement, as the current offerings might not meet all my needs for data presentation and insights. Additionally, the interface performance could be enhanced for a smoother user experience. Review collected by and hosted on G2.com.

Honestly, it just makes my life easier. I can see who’s available, move things around without a headache, and actually trust the numbers. I don’t feel like I’m fighting with the tool—it’s simple, clear, and saves me a ton of time. Review collected by and hosted on G2.com.

There are a few limitations in how much we can configure things exactly the way we want, and sometimes the reporting feels a little slow to refresh. That said, I think part of that lag is more on the Power BI side than the actual tool. Overall, nothing that gets in the way of day-to-day use. Review collected by and hosted on G2.com.

From my perspective, as an administrator of the tool, the support of functions is one of the most important pieces of my experience. Jack and Jamie have been ready to listen, and collaborate with me on improving features, or developing new functionality. The group at Retain have been open and responsive to our needs while also letting us bounce ideas off them and have shown themselves to be great partners in the process. Review collected by and hosted on G2.com.

I would love to see more out-of-the-box integration support, or partnered products to help enhance the experience! Review collected by and hosted on G2.com.

Cloud based solution, easy to use interface & simplifies my team management Review collected by and hosted on G2.com.

I honestly have no complaints—I just wish we had made the switch earlier! Review collected by and hosted on G2.com.

We needed a solution to resource planning away from Excel and Retain offers an easy to use product with nice visual display to allocate workflows across the team. Retain offers an intuitive interface and good customisation. The integration process was smooth and we implemented the solution quickly. Support from Retain has been forthcoming as needed and any issues or questions raised dealt with quickly. Review collected by and hosted on G2.com.

Overall no significant issues with the product. Review collected by and hosted on G2.com.

As the IT person implementing the product I am pleased to say that the API integration is stellar and their support documentation is excellent. this prevents double entry of information. While I do not personally use it our Teams (staff and managers) love it and report better visibility on jobs and project statuses. Our main coordinator has time to manage the schedule and take on other tasks or projects. Review collected by and hosted on G2.com.

Their client support portal is a little clunky but despite the time zone differences that make it work. Review collected by and hosted on G2.com.

Retain cloud is a very useful tool for planning.Its user friendly and gives a quick overview of the current planning for all resources. The reports that can be created give valuable insights, which makes planning even easier. Review collected by and hosted on G2.com.

The downsides of Retain are mostly that it's not easy to connect with other systems. An API is available, but to have the same characteristics a lot of work is required. Once that is set though, it doesnt require much work at all. Review collected by and hosted on G2.com.

The ability to quickly reallocate and view what resources are working on in the next week month year etc. Review collected by and hosted on G2.com.

The booking request process is not audited enough for our liking. Review collected by and hosted on G2.com.

The gantt view is super helpful and being able to quickly flip from staff view to matter view to get the bigger picture

Running quick capacity reports

Being able to see the job manager and matter details. Review collected by and hosted on G2.com.

Refreshes itself spontaneously when in a certain view so end up having to redo it multiple times. Review collected by and hosted on G2.com.