RetainSure Reviews

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

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.

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

Right away, it feels polished and simple to navigate. The clean interface makes it comfortable to use and the AI bot is especially useful because I can ask account-related questions and get what I need without interrupting my workflow. One of the biggest advantages is how it brings information from multiple platforms into a single place. That gives me a quick bird's-eye view and saves a lot of time since I don't have to jump between different tools. It's also really helpful for managing my activities and tasks and for seeing what my team is working on in one central spot without any hassle. On top of that, logging in is uncomplicated and the automatic setup when accounts are assigned makes the whole experience even more convenient.

Cons

It would be even better with a Microsoft Teams integration.

Pros

Working with the team has been very simple and they've adapted quickly to the way we actually run things. Instead of pushing a fixed rollout, they collaborated with us on configuration choices like dashboard hierarchy and reporting structure so everything fit our specific setup. They've also been very fast whenever we've needed changes or had questions.

Cons

There's nothing significant to call out. As more teams start using it, there is a slight learning curve around getting everyone aligned on data conventions but the team has been quick to step in and help make that transition easier.

Pros

Having everything I need collected in one place is really useful. It presents the data the way I want and the added recommendations make it even more valuable.

Cons

At times, searching for findings takes longer than it should and the system can be slow to respond.

Pros

The insights and triggers are really valuable and help me, as an AM, stay on top of my accounts and keep my account management game sharp.

Cons

agents still need quite a bit of improvement to become more stable and dependable.

Pros

Using it has been a really positive experience especially because it connects so well with Slack. Being able to pull reports and client insights without leaving Slack saves time and keeps everything convenient. The interface feels very user-friendly which makes day-to-day use even better. Getting started was also simple since their team handled most of the initial setup. On top of that, they're very open to feedback and roll out new features quickly.

Cons

I havent faced any issues while using it.