RetainSure

Pros

The standout feature for me has been the agents. I've set up several of them to alert me whenever there's negative sentiment across a portfolio of my accounts as well as my teammates' accounts. I also have an agent that automatically puts together a monthly business review on the 3rd of each month, along with others focused on upsell opportunities, churn risk and renewals. Really good overall.

Cons

Something that still needs work is the Copilot. At the moment, it can't create polished, visually appealing decks so I've been relying on MCP with Claude for that instead. It would be really useful if it added that capability directly into their native Copilot.

Pros

Putting together monthly business reviews with it has been a big time-saver for me. It pulls all the data, insights and recommendations I need into one place so reviewing everything and sending reports takes far less effort than before. A process that used to take me around thirty to forty minutes now usually takes just five to ten. The built-in agents are also really helpful for setting up and automating tasks which means everything is prepared in one place without much extra work. On top of that, the initial setup felt quite simple because their team helped with integrating the data sources which made the whole rollout feel simple and well managed.

Cons

I'd like to see a more plug-and-play way for customer success teams to connect the platforms their data comes from. At the moment, it seems to depend on Metabase or another backend source sending the data over. It would be really useful if RetainSure developed something like a cloud-based service that could connect directly to the platform without needing backend integration. That would make it much easier for me to add a lot more data without having to involve my data team every time.

Pros

it lets you generate MBRs quickly and put together churn risk predictions. That makes it useful at both the product level and the CSM level since teams can reach out to clients more effectively and stay on top of conversations.

Cons

There is not really anything specific to complain about. If I had to point out one area for improvement, it would be making the data sync closer to real time.