RetainRetain International
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Related Products
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About
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.
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About
Retain is a feature-packed resource planning software trusted by the Big Four (KPMG, Ernst & Young, Deloitte and PwC) and many other professional services organizations. With Retain, organizations can produce and deliver planning information with more clarity. Retain offers insightful views for planning data, comprehensive reporting for extracting meaningful business information, metrics for measuring success, and talent management tools for monitoring performance and tracking skill shortage. Accessible anywhere. Retain Cloud SaaS resource management has everything you need to schedule people effectively, including skills tracking, forecasting, intelligent management information reporting and insightful graphical features.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies of all sizes searching for an advanced Customer Onboarding solution
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Audience
Professional businesses such as accountancy, law and consultancy firms, and financial institutions.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20 per month
Billed annually
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationPrecursive
United Kingdom
www.precursive.com
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Company InformationRetain International
Founded: 1993
United Kingdom
retaininternational.com
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Not Supported
Portfolio Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
Time and Expense Features
Activity Tracking
Supported
Billable Hours Tracking
Supported
Billing Rate Management
Supported
Expense Tracking
Supported
Invoice Processing
Supported
Multiple Billing Rates
Supported
Project Tracking
Supported
Reimbursement Management
Supported
Time Tracking by Client
Supported
Time Tracking by Project
Supported
Workforce Management Features
Budgeting & Forecasting
Supported
Contractor Management
Not Supported
Employee Lifecycle Management
Supported
Labor Projection
Supported
Performance Appraisal
Not Supported
Recruiting Management
Not Supported
Scheduling
Supported
Skills Tracking
Supported
Time & Attendance
Supported
Variable Workforce
Not Supported
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