Retain

Retain

Retain International
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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.

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.

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

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

Audience

Companies of all sizes searching for an advanced Customer Onboarding solution

Audience

Professional businesses such as accountancy, law and consultancy firms, and financial institutions.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Billed annually
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Precursive
United Kingdom
www.precursive.com

Company Information

Retain International
Founded: 1993
United Kingdom
retaininternational.com

Alternatives

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Mission Control

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Float

Float.com
Avaza

Avaza

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Proteus

Proteus

Xergy

Categories

Categories

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

Integrations

Napta Not Supported
Salesforce Supported

Integrations

Napta Supported
Salesforce Not Supported
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Claim Precursive and update features and information
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