RETAIN
AI-Native Customer Experience

Run Customer Experience on Autopilot.

RETAIN is the AI-native Customer Experience Platform built for UK B2B SaaS. We unify CRM and CX data, automate QBR preparation, and surface churn risk before it costs you renewals.

10 questions · 4 minutes · Instant personalised score

Built to work alongside

SalesforceHubSpotSlackIntercomStripeAnthropic
app.cxretain.co.uk
✦INTEL Generated · Live
Active

Portfolio analysis

Portfolio Health92
Renewals at Risk3
Expansion Signals7
Net Revenue Retention114%
Review at-risk renewalsAction Recommended
AI Analysis Complete

4–6 hrs → <20 min

4–6 hours of QBR prep, cut to under 20 minutes.

Source: RETAIN product benchmark

£24K+/yr → £149/mo

Gainsight starts at £24K+ a year. RETAIN starts at £149 a month.

Source: Gainsight public pricing, 2025

48%

48% of customers abandon onboarding without early visible value.

Source: OnRamp 2025 Survey

The Problem

Stop wasting hours on manual reporting

The Old Way

Manual Fragmentation

  • Sifting through disconnected spreadsheets.
  • Manually creating QBR decks for every client.
  • Reactive churn management based on lag indicators.

The RETAIN Way

Automated Ecosystem

  • Real-time unified CRM data streams.
  • Automated client health portals.
  • AI-generated QBR insights in under 20 minutes.
Intelligence Layer

24/7 AI agents monitoring your account health

RETAIN's proprietary AI engine doesn't just display data — it interprets intent. It continuously scans support tickets, usage patterns, and engagement metrics to flag churn risk before it becomes a problem.

Live Intelligence Feed

Active

Anomalous drop in login frequency for Acme Corp.

Agent Action: Prep Outreach

New expansion opportunity identified for Globex (+14% usage).

Agent Action: Flag to CSM

What RETAIN does

Your Customer Experience operating system

Six layers, one platform. Built for CX teams of 1-5 people, not CS Ops departments.

Auto-QBR Portal

Your clients see their QBR before you've opened a slide deck. AI drafts the narrative, you approve, your client logs in to view it live. Buyers expect self-service before they buy — then most vendors hand them a quarterly PDF after. The portal closes that gap.

Learn more →

Health Scoring

Real-time RAG signals built from onboarding completion, product engagement, support tickets, and renewal proximity.

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Onboarding Flight Plan

Shared milestone tracker your clients log into. The Flight Plan makes early value visible.

48% of customers abandon onboarding without early visible value (OnRamp 2025 Survey).

Learn more →

Playbook Automation

Trigger-based campaigns for at-risk accounts, upcoming renewals, and expansion-ready customers — without manual setup.

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CRM Unified

One source of truth for accounts, contacts, and every touchpoint. Built for post-sales CX, not bolted onto sales.

✦ AI Layer

INTEL Agent Suite

Five AI agents working continuously: QBR Agent, Risk Agent, Onboarding Agent, Renewal Agent, Expansion Agent.

Learn more →

The CX Operating System

One platform for the entire post-sale lifecycle

We're building the Customer Experience Operating System for mid-market B2B SaaS — five pillars, one platform: Onboarding · Success · Education · Service · Adoption.

Onboarding

Flight plans your clients log into, making early value visible from day one.

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Success

Explainable health scoring and risk signals across every account.

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Education

Courses, learning paths and certifications, delivered in the portal your clients already use.

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Service

A service desk inside the same platform as the rest of the relationship — shared inbox, SLA tracking, AI triage.

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Adoption

Playbooks that turn account signals into action across the portfolio.

Learn more →

How we compare

How does RETAIN compare?

The AI-native choice for lean Customer Experience teams.

Starting Price

RETAIN

£149/mo

Gainsight

£24K+/yr

Velaris

Custom / on request

HubSpot

£800+/mo

Setup Time

RETAIN

Days

Gainsight

3-6 Months

Velaris

Weeks

HubSpot

Weeks

Native AI Agents

RETAIN

Yes (5)

Gainsight

Add-on

Velaris

Limited

HubSpot

Manual

Automated Portals

RETAIN

Included

Gainsight

Custom Code

Velaris

Limited

HubSpot

No

Best For

RETAIN

UK B2B SaaS

Gainsight

Enterprise

Velaris

UK Mid-market

HubSpot

Sales Teams

Source: Gainsight public pricing, 2025

Pricing

Built for lean CS teams. Priced for them too.

Three tiers. No hidden fees. No 12-month contracts to start.

Service desk, NPS & CSAT surveys and the knowledge base are included in every tier. Tiers ladder on scale and automation.

Starter

£149/month

For solo CS Managers managing up to 50 accounts.

  • Up to 50 accounts
  • 2 users
  • CS Dashboard + Health Scoring
  • Onboarding Flight Plan
  • Service Desk — shared inbox, SLA tracking, AI triage
  • NPS & CSAT surveys
  • Knowledge base with portal publishing
  • 10 client portals
  • INTEL search, AI QBR generation & AI health/risk narratives
  • 2 playbooks: Onboarding Kickoff & 30-Day Check-In
Most Popular

Growth

£399/month

For growing CS teams managing 50-200 accounts.

  • 50-200 accounts
  • 5 users
  • Everything in Starter
  • Customer education — courses, learning paths & certifications
  • Full 10-playbook catalogue
  • QBR, Risk, Onboarding & Renewal AI agents
  • Unlimited client portals
  • Portfolio dashboard

Scale

£999/month

For established CS teams managing 200+ accounts.

  • 200+ accounts
  • Unlimited users
  • Everything in Growth
  • Expansion agent — surfaces expansion signals
  • Custom portal branding (coming soon)
  • HubSpot integration (Q3 2026)
  • Read-only Agent API & MCP server access
  • White-glove onboarding
  • SLA
Questions

Frequently asked questions

If yours isn't here, book a demo — we'll answer it on the call.

Ready to put CX on autopilot?

Join the B2B SaaS teams scaling retention without scaling their headcount.

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