One of my favourite things with Retainsure is the agents. I have built several agents that give me alerts on any negative sentiment across a portfolio of my accounts plus my teammates' accounts. An agent that creates a monthly business review every month on the 3rd of the month and similar agents for upsell, churn, and renewals. Good Review collected by and hosted on G2.com.

One area they could improve is their Copilot. Right now, the Copilot can’t create beautiful decks, so I’ve been using MCP with Claude via MCP instead. If RetainSure added that capability to their native Copilot, it would be really helpful. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

Integration with Teams will be helpful Review collected by and hosted on G2.com.

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.

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.

The new projects section has helped a lot with new adoption and tracking the process for adoption. Review collected by and hosted on G2.com.

This remains same, while they are making some changes in the platform but a more AI usecases can help. Review collected by and hosted on G2.com.

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.

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.

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.

Nothing such in particular. However, possibly the data sync could be more realtime. Review collected by and hosted on G2.com.

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.

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.

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.

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.