--- title: Retain Cloud Reviews meta_title: 'Retain Cloud Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 13 reviews by the users' company size, role or industry to find out how Retain Cloud works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 13 scale: '5' date_modified: '2026-07-17' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # Retain Cloud Reviews **Vendor:** AdvT **Category:** [Resource Management Software](https://www.g2.com/categories/resource-management) **Average Rating:** 4.2/5.0 **Total Reviews:** 13 ## About Retain Cloud The Only Platform Built to Unify Resource Planning for Professional Services — Now with AI and Enhanced Skills Taxonomy Established in 1992, Retain is the world’s first platform built to give professional services firms and complex, multi-entity organisations one place to plan, schedule, and forecast across every department. No more spreadsheets. No more disconnected tools. Just a single, intuitive system that brings clarity and control to resourcing. With AI-powered insights, a governed skills taxonomy, and behavioural profiling, Retain goes beyond availability. It matches people to work based on skills, capacity, and team fit, helping firms build capable, balanced teams that deliver with confidence. Backed by 30+ years of enterprise experience, Retain is trusted by leading PS firms to: Unify planning across Audit, Tax, Advisory, and beyond Gain real-time visibility into skills, demand, and capacity Plan ahead, not react — no more last-minute fire drills Increase utilisation without burnout — balance workloads intelligently Scale with certainty — simple to use, fast to roll out, proven at global scale ## Retain Cloud Pros & Cons **What users like:** - Users appreciate the **clear, visual overviews** in Retain Cloud, simplifying resource planning and enhancing team workflow management. (8 reviews) - Users commend the **ease of use** of Retain Cloud, highlighting its intuitive interface and time-saving benefits. (8 reviews) - Users value the **real-time insights and automation** of Retain Cloud, enhancing efficiency and collaboration across teams. (6 reviews) - Users value the **powerful reporting tools** of Retain Cloud, providing valuable insights for efficient resource planning and decision-making. (4 reviews) - Users commend Retain Cloud for its **real-time resource management** , streamlining scheduling and enhancing collaboration across teams. (4 reviews) - Simple (4 reviews) - Time-saving (4 reviews) - Automation (3 reviews) - Comprehensive Features (3 reviews) - Easy Setup (3 reviews) **What users dislike:** - Users find the **limited customization** of Retain Cloud restricts their ability to tailor the system to their needs. (3 reviews) - Users experience **frequent refreshing** that disrupts workflow, requiring repeated actions and adjustments during use. (2 reviews) - Users find **integration issues** with Retain Cloud, making it hard to connect with other systems effectively. (2 reviews) - Users note the **limitations of Retain Cloud** , especially regarding its closed system and customization challenges. (2 reviews) - Users experience **performance issues** with Retain Cloud, citing slow interface and problematic reporting features that hinder efficiency. (2 reviews) - Report Customization (2 reviews) - Complex UI (1 reviews) - Dashboard Issues (1 reviews) - Users find the **data import process tedious** , lacking features for bulk updates, making management cumbersome and time-consuming. (1 reviews) - Display Issues (1 reviews) - [View Retain Cloud pricing details and edition comparison](https://www.g2.com/products/retain-cloud/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+05%3A42%3A25+-0500&secure%5Bsession_id%5D=5d00bf82-8c9b-4636-9784-b4bdf0f53ac8&secure%5Btoken%5D=013940bb2cfd8aeecbbefc872d81299ce4dbca028c57f4ed208823d713bef843&format=llm_user) ## Retain Cloud Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [DM Valid](https://www.g2.com/products/dm-valid/reviews) - [Iris Star Practice Management](https://www.g2.com/products/iris-star-practice-management/reviews) - [Microsoft Dynamics 365 Connector](https://www.g2.com/products/microsoft-dynamics-365-connector/reviews) - [Salesforce CRM Connector](https://www.g2.com/products/salesforce-crm-connector/reviews) ## Retain Cloud Features **Planning** - Resource Definiton - Capacity - Scheduling **Optimization** - Performance - Forecasting - Corrections **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Dashboards **Workforce Management Platform Features** - Skills Management - Workforce Analytics - Self-Service Capabilities ## Top Retain Cloud Alternatives - [Keka](https://www.g2.com/products/keka/reviews) - 4.4/5.0 (2,033 reviews) - [Rippling](https://www.g2.com/products/rippling/reviews) - 4.8/5.0 (11,556 reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - 4.3/5.0 (6,650 reviews)