The QBR your customers log in to
Quick answer: RETAIN gives every customer a branded portal where they see their own QBR live, their success plan, their onboarding journey and their feedback history — included at a published £149/month entry, live in days, with no CS Ops team required and no seat minimum.
Why a portal, not a deck
Buyers now expect self-service before they ever speak to a vendor. Then most vendors hand their customers a quarterly PDF. The portal closes that gap: the account story is available whenever your client wants it, always current, without anyone building a deck.
What your client sees
- Their QBR — the AI-drafted, CSM-approved narrative with live account data and PDF download
- A value panel — the outcomes and time saved your team has delivered this quarter
- Their success plan — the goals you and they agreed, visible in one place
- Their onboarding journey — milestones they can see and complete themselves
- NPS and feedback — surveys completed in-portal, with their own response history
Health scores stay internal to your team — the portal shows customers outcomes and plans, not your operational instruments.
What makes RETAIN's portal different
Client portals exist elsewhere in the category — usually as paid add-ons, on quote-based pricing, inside platforms that assume an operations team. RETAIN's is different as a combination: the automated QBR portal is included at a published £149/month entry, live in days rather than an implementation project, runs without a CS Ops function, and has no seat minimum — a solo CS manager qualifies.
The portal is fed by QBR automation and the Onboarding Flight Plan. Starter includes 10 client portals; Growth and Scale include unlimited — see pricing.
See it on your own accounts
Book a 30-minute demo from the homepage, or start with the free Retention Diagnostic — 10 questions, instant scored report.