--- title: "Retain Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Retain Software - reviews, pricing plans, popular comparisons to other Cloud Communication Platform products and more." source_url: "https://www.capterra.com/p/10013522/Retain/" page_type: "product" language: "en" --- # Retain Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Retain ## What is Retain? Retain is a scalable, white-labeled digital delivery software-as-a-service (SaaS) tool using machine learning (AI) to help you optimize customer engagement, automate your digital communications and keep operational costs low. The product offers best-in-class email and SMS deliverability that enables businesses to improve communications at scale, preserve customer relationships and maintain compliance. ## What is Retain used for? [Customer Communications Management](https://www.capterra.com/customer-communications-management-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/)[Cloud Communication Platform](https://www.capterra.com/cloud-communication-platform-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Retain?[Manage this product listing](https://www.g2.com/products/trueaccord-retain/claim_requests/new?auto=true) ## Retain Overview Updated September 2026 AI summary Retain is a cloud-based communication platform designed for businesses of all sizes that need to manage customer communications, particularly around account management and retention workflows. It offers multi-channel messaging—including SMS, email, and voice mail—alongside features like contact and interaction tracking, customizable branding, real-time reporting, and an API for integration, supporting consistent engagement across digital channels. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Retain 5.0 (2) VS. [4.7 (209)](https://www.capterra.com/p/218251/Wildix/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.6 (14,871) Value For Money 0.0 (0) Value For Money 4.2 (12,283) Customer Service 5.0 (1) Customer Service 4.6 (11,446) ## Retain alternatives Highest Rated [4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (97)](https://www.capterra.com/p/187336/Sinch-Engage/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (512)](https://www.capterra.com/p/180158/Twilio-Communications-Platform/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.0 (46)](https://www.capterra.com/p/251900/Zoho-Voice/reviews/) Starting price $34.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars ## FAQs about Retain Overview ### What company size and specific industries is Retain built for? Retain is designed for service providers, lenders, and other businesses that manage delinquent accounts or need digital delinquency communication at scale. It is best suited to organizations of any size that need to engage customers about overdue payments and support retention in collections-focused workflows. Features and Usability ### What are the key features of Retain? Retain offers borrower management, client management, and contact management for organized account records, plus campaign management, communication management, and multi-channel communication across email, SMS messaging, and voice mail. It also includes automated scheduling, automated notices, reminders, real-time reporting, customizable reports, and compliance management. Getting Started and Support ### What customer support options does Retain offer? Retain offers Email/Help Desk support for users who need assistance. The catalog lists this as the available support channel, but no reviewer feedback is available about response times, helpfulness, or common support issues, so user experience with support cannot be assessed from the provided data. ## Features AI summary Based on 491 Cloud Communication Platform reviews Not all Cloud Communication Platform products cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Call Routing** (**62%** of reviewers rated this feature as critical) - **Mobile Access** (**62%**) - **Alerts/Notifications** (**51%**) Retain includes **Mobile Access**, giving teams the flexibility to stay connected and manage communications while away from their desks. However, it does not offer **Call Routing** or **Alerts/Notifications**. Instead, the product provides other highly valued capabilities, including **Communication Management** (**60%**) and **API** (**52%**), which can help businesses manage conversations across channels and connect the platform with other systems, allowing teams to maintain visibility and support more consistent communication workflows. Compliance Management 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Customizable Templates 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Email Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Real-Time Analytics 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Analyze and gain insights into data in real-time Real-Time Reporting 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Active reporting of data and metrics Template Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. Retain 28 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Email Management: Manage, store and organize emails within the system or via third-party apps - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Interaction Tracking: Track interaction history by documenting conversations for contacts - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - On-Demand Communications: Generate personalized communications upon request to meet customer needs - Personalization: Adjust communications based on previous interactions or personal preferences - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - SMS Messaging: Send messages via SMS - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Voice Mail: Computer-based system that allows users to send and receive voice messages --- Get Advice We can help you find the software with the features you need. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent HS Hadeel S. Compliance Manager Financial Services ### "Great Customer Experience " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 24, 2024 Pros Retain was really easy to setup. From sales \[sensitive content hidden\] to account managers \[sensitive content hidden\] the team has been extremely helpful in making sure we are satisfied with the product. Cons Would prefer more intuitive dashboards that are adaptable and clickable. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LH LeVar H. Exec. Director of Servicing and Operations Financial Services ### "Email Product User" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 December 1, 2023 Pros Quick to deliver requested changes and the ability to provide detailed results. Cons The initial tracking of the collection performance and tracking of payments that are linked to the specific communication cadence. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.