--- title: RetainSure Reviews meta\_title: 'RetainSure Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 17 reviews by the users' company size, role or industry to find out how RetainSure works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 17 scale: '5' date\_modified: '2026-08-27' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # RetainSure Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by RetainSure but has limited features. Are you part of the RetainSure team? [Upgrade your plan](https://my.g2.com/retainsure/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! CS teams don't lose $$ to visibility; they lose it to bandwidth. CSMs spend hours building QBRs, pulling data before renewal calls, and manually tracking health scores in spreadsheets. Meanwhile 12 to 15% of ARR walks out the door every year, most of it from accounts nobody saw coming. RetainSure helps deploy AI agents for customer success and onboarding teams. Not a tool that helps work faster. Set of agents that does the work, so CSMs can spend their time where humans actually matter: the relationship. What the agent handles: - Churn prediction, 45 days before it happens, with the specific reason (usage drop, no logins, open tickets) - Account summaries pushed straight into Slack, so every call starts fully briefed - Upsell signals surfaced automatically from your existing book of business - QBRs generated in 2 minutes, not 4 hours Results? - 29% reduction in churn - 20% higher expansion revenue - 24% increase in ARR under management per rep Built for CS teams at SaaS companies who are stretched thin and tired of tools that just organize the mess instead of clearing it. * * * Seller [RetainSure](https://www.g2.com/sellers/retainsure) Discussions [RetainSure Community](https://www.g2.com/products/retainsure/discuss) Languages Supported English Overview by Dhiraj Patel Show More ## Pricing Pricing provided by RetainSure. ### Custom Contact Us Per Year [ View More Pricing Information ](https://www.g2.com/products/retainsure/pricing) ## Top-Rated Alternatives [ ![HubSpot Service Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Service Hub") HubSpot Service Hub 4.4/5(2,921) ](https://www.g2.com/products/hubspot-service-hub/reviews) [ ![Gainsight Customer Success](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gainsight Customer Success") Gainsight Customer Success 4.5/5(1,758) ](https://www.g2.com/products/gainsight-customer-success/reviews) [ ![ChurnZero](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ChurnZero") ChurnZero 4.7/5(1,613) ](https://www.g2.com/products/churnzero/reviews) [ View All Alternatives ](https://www.g2.com/products/retainsure/competitors/alternatives) ## User Insights Average based on 17 real user reviews. [Log in to unlock pricing and user insights](/login) ## RetainSure Integrations (11) What do users say about integrations? Integration information sourced from real user reviews. [Show More Integrations](https://www.g2.com/products/retainsure/integrations) ![Ashwin C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashwin C.") AC Ashwin C. Operations Excellence Specialist Mid-Market (51-1000 emp.) 7/9/2026 "Implementation Journey with RetainSure" 4.5/5 What do you like best about RetainSure? Working with RetainSure has been a great experience so far. Instead of just walking us through their product and features, the team spent time understanding how we manage our accounts and the challenges we were trying to solve. Based on those discussions, they tailored the implementation to our requirements. We have now completed Phase 1 of the implementation in a short span of time and are continuing to work closely with the team to evolve the platform into a system of intelligence for our account management function. Review collected by and hosted on G2.com. What do you dislike about RetainSure? None so far. Despite being a relatively small team, RetainSure has been highly responsive, with quick turnaround times. Discussions are productive, decisions are made quickly, and there's a strong sense of momentum in moving things forward. Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? Before RetainSure, getting a complete view of an account meant pulling information from multiple places—support tickets from the CEM team, invoices and ARR from Finance, NPS from HubSpot, email threads for context, and Excel sheets for account notes and plans. Preparing for a single customer meeting could easily take hours. With RetainSure, all of this information is now available in one place. While we're still in the early stages of adoption, our Account Managers can access the complete customer context much more easily before a QBR or renewal discussion. The RetainAI Slack bot makes it even more convenient. Anyone across the organization can ask a question about an account and get the relevant information instantly, reducing the need to chase different teams for updates. It's helping us move toward a more proactive, informed, and collaborative way of managing customer accounts. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Drishti L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Drishti L.") DL Drishti L. Mid-Market (51-1000 emp.) 8/26/2026 "Effortless MBR Creation with RetainSure" 4.5/5 What do you like best about RetainSure? I really appreciate the ease of using RetainSure for generating monthly business reviews (MBRs). It gathers all the data, insights, and recommendations I need in one place, making the process of reviewing and sending reports so much quicker and easier. Instead of spending thirty to forty minutes on a review, I can complete everything in five to ten minutes. The built-in agents are great for setting up and automating tasks, so everything's ready for me in one spot without much hassle. Setting up RetainSure was also pretty easy since their team was involved in integrating the data sources, making things smooth and straightforward. Review collected by and hosted on G2.com. What do you dislike about RetainSure? Maybe making it slightly easy for CS teams to plug and play the platform they take the data from. Right now, it has to be either Metabase or some other backend sending them the data. RetainSure can start and develop something like a cloud service that allows it to work on the platform directly without needing a backend integration. This would make it easier for me to put in much more data without involving my data team. Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? RetainSure simplifies my monthly business reviews by compiling data insights and recommendations in one place, making it a quick five to ten minutes task instead of 30-40 minutes. It helps automate tasks, allowing me to make quick decisions with everything ready. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Sonia A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sonia A.") SA Sonia A. Strategic Account Director Mid-Market (51-1000 emp.) 8/21/2026 "Saves Time with Effortless Account Management" 5/5 What do you like best about RetainSure? Love the clean and easy-to-use UI of RetainSure. It has an AI bot that lets me ask any questions related to my accounts, simplifying my workflow a lot. The platform's ability to consolidate inputs from multiple platforms into one is fantastic. It saves me a huge amount of time since I get a bird's eye view quickly without needing to check multiple tools. I also find it helpful for tracking my activities and tasks efficiently, and to keep track of what my team is doing all in one place without fuss. Logging in is straightforward, with everything set up automatically as accounts get assigned, which is very convenient. Review collected by and hosted on G2.com. What do you dislike about RetainSure? Integration with Teams will be helpful Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? RetainSure helps me to save time by consolidating data from multiple platforms like my email, Slack, Gmail calendar, ticketing tools, etc giving me a holistic view for meetings. It helps me prepare for QBRs and MBRs with just a click of a button reducing my prep time enormously. The AI summaries generated are very crisp and precise which can be used as-is for reviews with clients. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Sakshi L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sakshi L.") SL Sakshi L. Account Operations Analyst Mid-Market (51-1000 emp.) 7/24/2026 "Simplifying Account Management with RetainSure" 5/5 What do you like best about RetainSure? The team has been easy to work with and quick to adapt to how we actually operate. Rather than a rigid rollout, configuration decisions (like dashboard hierarchy and reporting structures) were worked out collaboratively based on our specific setup. Turnaround on changes and questions has been fast. Review collected by and hosted on G2.com. What do you dislike about RetainSure? Nothing major. As adoption grows across teams, there's a bit of a learning curve in getting everyone aligned on data conventions, though the team has been quick to help smooth that out. Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? RetainSure is helping us bring account information- SoWs, ARR data, closure details, and account notes- into a single platform. This makes it easier to track account health and manage closures efficiently, without needing to cross-check multiple sources for the same information." Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Akshay T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Akshay T.") AT Akshay T. Customer Success Manager Mid-Market (51-1000 emp.) 2/24/2026 "Actionable Retention Insights and AI QBRs That Save Hours" 5/5 What do you like best about RetainSure? We use it at Mailmodo to move from gut-feel to clear actions. The dashboards surface the accounts and segments where churn is actually building, and the guidance is specific enough to act on, not just pretty graphs. The AI QBR feature is a real time-saver: it pulls trends and highlights into a short, structured write-up so we spend meetings on decisions instead of compiling data. Review collected by and hosted on G2.com. What do you dislike about RetainSure? Mostly a short onboarding curve for the deeper features, a few advanced reports take time to explore. That said, the value pays off once you’ve invested the initial hours. Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? Identifies early churn risk so we can prioritize accounts before issues escalate. Replaces manual cross-tool analysis with single-pane, actionable signals — which speeds up triage and outreach. Automates regular reporting (AI QBR), freeing the team to focus on strategy and interventions Review collected by and hosted on G2.com. Show More 2/26/2026 Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 8/26/2026 "\ x Limechat - Monthly Updates || \\" 4/5 What do you like best about RetainSure? The ease it carries to quickly generate MBRs and effectively draft the churn risk prediction helps any product level and CSM level too to touchbase with clients effectively. Review collected by and hosted on G2.com. What do you dislike about RetainSure? Nothing such in particular. However, possibly the data sync could be more realtime. Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? Effectively tracking of the client status as per their activity. Consolidated report generation in a neat and crisp manner that can actively help us generate monthly update reports. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Vishal S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vishal S.") VS Vishal S. Account Manager Mid-Market (51-1000 emp.) 7/6/2026 "Great Insights and Triggers That Keep My Account Game on Top" 5/5 What do you like best about RetainSure? This is great for insights and triggers that help me, as an AM, make sure my account game stays on top. Review collected by and hosted on G2.com. What do you dislike about RetainSure? There’s still a long way to go when it comes to making the Agents more stable and reliable. Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? Churn prediction, upsell triggers, account research, and more. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Satwik K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Satwik K.") SK Satwik K. Growth Manager Mid-Market (51-1000 emp.) 12/8/2025 "My Daily Essential for Smarter Customer Success" 5/5 What do you like best about RetainSure? It is a data-driven model that makes my life much easier when it comes to collating information and taking action. Whether it’s something as simple as writing an email or creating an entire strategy for the next quarter for a client, everything can be done in one place without switching between multiple platforms to gather the details I need—even for discussions with the AI and a great team to always support you with any implementation Review collected by and hosted on G2.com. What do you dislike about RetainSure? Nothing to dislike, but there are definitely a few areas that have potential for future enhancements as the product evolves Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? RetainSure has quickly become my go-to tool—something I start and end my day with. It centralizes my conversations, customer data, and everything I need as a Customer Success Manager, making my work far more efficient. The integration was seamless, and the helpful prompts and guidance from the team have made the platform even more impactful. Retenture saves me time on repetitive tasks and lets me focus on meaningful strategy and execution. I truly appreciate the great work by the Lean and Mean team Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Moheet S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Moheet S.") MS Moheet S. Customer Success Manager Mid-Market (51-1000 emp.) 12/1/2025 "Personalized Insights That Transform Customer Success" 5/5 What do you like best about RetainSure? What I appreciate most is the platform’s intelligent use of all available account information to provide highly personalized insights. This feature has made my daily work as a Customer Success professional much easier, more organized, and significantly more efficient. It reduces the amount of manual work required and enables me to be more proactive with customers. Review collected by and hosted on G2.com. What do you dislike about RetainSure? Up to now, I genuinely haven’t encountered any significant drawbacks in my experience. While there is always potential for additional features and improvements, nothing currently feels like a limitation to me. Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? RetainSure has made it much easier for me to gather data from various sources and access it through a straightforward chat-style interface, eliminating the need to sift through complex dashboards or reports. The product’s trend analysis of both historical and current performance, together with its smart segmentation, provides a clear understanding of adoption across different customer cohorts. This clarity helps me better prioritize my focus areas. Before any customer call, I can quickly generate an account summary that highlights key insights, risks, and opportunities, which supports my efforts to drive upgrades or prevent churn. The expansion and churn prediction features, along with the platform’s knowledge about our business, help me in driving adoption among my customers. Review collected by and hosted on G2.com. Show More 12/5/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 7/7/2026 "All-in-One Data Insights with Helpful Recommendations" 4/5 What do you like best about RetainSure? I like how it can collect all the data I need in one place, present it the way I want and also provide recommendations. Review collected by and hosted on G2.com. What do you dislike about RetainSure? Sometimes it takes too long for the findings to be searched and it can be slow to provide a reply. Review collected by and hosted on G2.com. What problems is RetainSure solving and how is that benefiting you? It is helping with gathering the usage data, and understand it easily how the customer is using it, and also helps with creation of Presentation with the data it gives me Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Pricing Options Pricing provided by RetainSure. ### Custom Contact Us Per Year [ View More Pricing Information ](https://www.g2.com/products/retainsure/pricing) ##### ##### RetainSure Features Customer Information Customer Health Scores Predictions Churn Risk Upsell Opportunities [ View More Features ](https://www.g2.com/products/retainsure/features) ##### Categories on G2 [Customer Success](https://www.g2.com/categories/customer-success) ##### Explore More [Best industry-standard sales performance tools](https://www.g2.com/discussions/best-industry-standard-sales-performance-tools)[Which encryption key management platforms automate certificate lifecycle and key rotation scheduling?](https://www.g2.com/discussions/which-encryption-key-management-platforms-automate-certificate-lifecycle-and-key-rotation-scheduling%20)[BriteCore vs Origami Risk vs Socotra for P&C carriers: which insurance policy administration platform updates via cloud without disrupting ongoing policy administration work?](https://www.g2.com/discussions/britecore-vs-origami-risk-vs-socotra-for-p-c-carriers-which-insurance-policy-administration-platform-updates-via-cloud-without-disrupting-ongoing-policy-administration-work) [Best platforms for automating merchandising strategies](https://www.g2.com/discussions/what-are-the-best-platforms-for-automating-merchandising-strategies)[CrowdStrike vs Wiz for a security team that needs cloud infrastructure monitoring with solid posture management and automated misconfiguration remediation?](https://www.g2.com/discussions/crowdstrike-vs-wiz-for-a-security-team-that-needs-cloud-infrastructure-monitoring-with-solid-posture-management-and-automated-misconfiguration-remediation)[Pros and Cons Details](https://www.g2.com/products/retainsure/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)