--- title: RetainSure Reviews meta_title: 'RetainSure Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 14 reviews by the users' company size, role or industry to find out how RetainSure works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 14 scale: '5' date_modified: '2026-08-07' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # RetainSure Reviews **Vendor:** RetainSure **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.9/5.0 **Total Reviews:** 14 ## About RetainSure RetainSure – The AI Customer Success Manager RetainSure helps B2B subscription businesses streamline Customer Success by giving CSMs and Account Managers everything they need to reduce churn, drive adoption, and save hours every week. 1. Spot churn risk and expansion opportunities early Move beyond traditional health scores. RetainSure analyzes product usage, conversations, tickets, and external signals to highlight the exact accounts that need attention, with clear, actionable insights your team can trust. 2. Get all customer data in one place, instantly No more jumping across dashboards. RetainSure’s AI co-pilot brings every customer’s activity, sentiment, product usage, and renewal context into a single, simple view - available in seconds. 3. Automate repetitive CS work with agentic AI RetainSure’s autonomous AI agents complete repetitive tasks on their own - meeting notes, follow-ups, data entry, reminders, adoption nudges, and more - saving up to 2 hours per CSM per day. ## RetainSure Pros & Cons **What users like:** - Users appreciate the **responsive customer support** of RetainSure, which enhances their experience and streamlines workflows. (4 reviews) - Users value the **personalized insights** from RetainSure, which enhance efficiency and simplify customer success workflows. (4 reviews) - Users value the **AI integration** in RetainSure for its actionable insights and time-saving features during decision-making. (3 reviews) - Users commend the **ease of use** of RetainSure, enhancing proactive customer management and streamlining workflows effortlessly. (3 reviews) - Users value the **proactive retention actions** of RetainSure, enhancing customer success and streamlining workflows efficiently. (3 reviews) - Users value the **centralized information** in RetainSure, streamlining tasks and enhancing their overall productivity and efficiency. (2 reviews) - Customizability (2 reviews) - Intuitive (2 reviews) - Time-saving (2 reviews) - Automation (1 reviews) **What users dislike:** - Users find the **difficult reporting** aspect of RetainSure limits customization and creates a learning curve for effective use. (1 reviews) - Users find the **learning curve steep** as some features and reporting require considerable time and effort to understand. (1 reviews) - Users notice a **steep learning curve** for advanced features in RetainSure, requiring time for effective utilization. (1 reviews) ## RetainSure Reviews ### 1. Implementation Journey with RetainSure **Rating:** 4.5/5.0 stars **Reviewed by:** Ashwin C. | Operations Excellence Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **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. **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. **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. ### 2. Simplifying Account Management with RetainSure **Rating:** 5.0/5.0 stars **Reviewed by:** Sakshi L. | Account Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2026 **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. **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. **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." ### 3. Actionable Retention Insights and AI QBRs That Save Hours **Rating:** 5.0/5.0 stars **Reviewed by:** Akshay T. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2026 **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. **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. **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 ### 4. Great Insights and Triggers That Keep My Account Game on Top **Rating:** 5.0/5.0 stars **Reviewed by:** Vishal S. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **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. **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. **What problems is RetainSure solving and how is that benefiting you?** Churn prediction, upsell triggers, account research, and more. ### 5. My Daily Essential for Smarter Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Satwik K. | Growth Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2025 **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 **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 **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 ### 6. Personalized Insights That Transform Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Moheet S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2025 **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. **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. **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. ### 7. All-in-One Data Insights with Helpful Recommendations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2026 **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. **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. **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 ### 8. Smooth Implementation, Great Insights & Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Dharmesh P. | Onboarding and Enterprise Customer Success Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2025 **What do you like best about RetainSure?** RetainSure has significantly streamlined our customer success and onboarding workflows at Mailmodo. The platform is intuitive, easy to set up, and doesn’t require a long learning curve for the team. Their automated workflows, retention insights, and health scoring system have helped us proactively manage customer journeys with more clarity. The best part is their support team—they are extremely responsive, understand use cases deeply, and help us customise the setup based on our processes. **What do you dislike about RetainSure?** Nothing major so far. A few advanced analytics features could be more flexible, but the team is already working on enhancements and is very receptive to feedback. **What problems is RetainSure solving and how is that benefiting you?** RetainSure has helped us centralize customer data, track onboarding progress accurately, and identify churn risks early. Our onboarding managers now have clear visibility into customer health, leading to faster interventions and better retention outcomes. It has helped reduce manual tracking and allowed the team to focus more on strategic conversations with customers rather than operational tasks. ### 9. Effortless Insights, Seamless Slack Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Mannan R. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about RetainSure?** I like RetainSure for its ease of use and how it integrates with Slack, making it easy to generate reports or client insights without leaving Slack. The interface is very user-friendly, which is a huge plus. The initial setup was really easy, with most of it handled by their team. Their team is super receptive to feedback, and new features are added quickly. **What do you dislike about RetainSure?** none **What problems is RetainSure solving and how is that benefiting you?** RetainSure helps in creating a unified view to manage client metrics and delivers AI-based insights, saving time on report generation to just a few minutes. ### 10. Personalized Insights That Make CSM Life Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Kripa Shankar Singh G. | Solution Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about RetainSure?** Empowers Customer Success Managers with actionable KPI insights and tailored next-step recommendations. The standout feature is its deep personalization—adapting to each customer’s industry, historical pain points, and in-product behavior. The platform is intuitive, and the team is highly responsive, offering hands-on support to customize the solution as needed. **What do you dislike about RetainSure?** The platform works as intended with no specific concerns. However, improvements to the UI would help elevate the overall user experience. **What problems is RetainSure solving and how is that benefiting you?** Helps us retain customers by tracking customer health and enabling timely actions. ### 11. Excellent AI-Driven Churn and Upsell Predictions **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2026 **What do you like best about RetainSure?** Excellent churn and upsell predictions, using AI and algorithms that learn from and leverage the most critical areas of our service and product. **What do you dislike about RetainSure?** Retainsure has been a terrific partner. It's been great and I have no negative feedback. **What problems is RetainSure solving and how is that benefiting you?** We need deep insights into our accounts - detailed usage, sentiment analysis, relationship analysis and tools for follow-up. The AI-driven underpinnings of Retainsure give us detailed account planning and insights into the specific reasons for each metric that has constructed the evaluation. ### 12. Seamless Data Insights for Exceptional Customer Conversations **Rating:** 5.0/5.0 stars **Reviewed by:** Karan R. | Director of Account Management, Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2025 **What do you like best about RetainSure?** It seamlessly pulls all the product usage data and provides key insights required to have a great conversation with the customer. **What do you dislike about RetainSure?** Could have better UI but I am sure the team is working on it. **What problems is RetainSure solving and how is that benefiting you?** Helping us retain our customers by enabling data driven conversations. ### 13. Solves the Right Problem with Fast Delivery and Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Shariq A. | Senior Strategy Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2026 **What do you like best about RetainSure?** - Solves just the right problem - Support - Speed & Quality of delivery **What do you dislike about RetainSure?** As of now there are no issues with RetainSure **What problems is RetainSure solving and how is that benefiting you?** - Early Churn Identification - Expansion Opportunities - Custom and contextual Usage Analytics for team - Integrations & Collaborations for higher productitivity - ### 14. Simple and effective customer retention tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2026 **What do you like best about RetainSure?** RetainSure makes it easy to identify at-risk customers early and take proactive retention actions. **What do you dislike about RetainSure?** Some features take time to explore, and reporting could be more customizable. **What problems is RetainSure solving and how is that benefiting you?** It helps proactively track customer churn risk, enabling timely interventions and better retention outcomes. - [View RetainSure pricing details and edition comparison](https://www.g2.com/products/retainsure/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-08+02%3A28%3A43+-0500&secure%5Bsession_id%5D=d2637f52-4627-4bc0-9710-143b25d8ecb5&secure%5Btoken%5D=d760162ca34b63647b610d72df1ac3df7126a7852bd272818ded4c7b2c2c84c4&format=llm_user) ## RetainSure Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Amplitude Analytics](https://www.g2.com/products/amplitude-analytics/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Sumo Logic](https://www.g2.com/products/sumo-logic/reviews) - [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) - [Vitally](https://www.g2.com/products/vitally/reviews) - [Zoho Books](https://www.g2.com/products/zoho-books/reviews) ## RetainSure 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 RetainSure Alternatives - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - 4.4/5.0 (2,822 reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - 4.5/5.0 (1,719 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,594 reviews)