# Retain Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Retain Software - reviews, pricing plans, popular comparisons to other Cloud Communication Platform products and more.

Source: https://www.capterra.com/p/10013522/Retain

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# 

 Retain Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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...

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Do you work for Retain?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://trueml.co/&name=Retain)

## 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 (1,786)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting Price

Contact vendor

Starting Price

$15

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (2)

Ease Of Use

4.6 (16,400)

Value For Money

0.0 (0)

Value For Money

4.6 (11,459)

Customer Service

5.0 (1)

Customer Service

4.7 (10,675)

## Retain alternatives

[4.2 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[4.4 (44)](https://www.capterra.com/p/187336/Sinch-Engage/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

Highest Rated

[WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)

[4.7 (16,400)](https://www.capterra.com/p/180345/WhatsApp/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/180345/WhatsApp/)

[Viber](https://www.capterra.com/p/180348/Viber/)

[4.4 (4,060)](https://www.capterra.com/p/180348/Viber/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/180348/Viber/)

## 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 fits organizations of many sizes, especially those in financial services and customer service operations that need to engage and retain customers.

Features and Usability

### What are the key features of Retain?

Retain offers client management, borrower management, and contact management for account records, plus communication management across email, SMS messaging, voice mail, and unified communications. It also includes automated notices, automated scheduling, event triggered actions, customizable fields, customizable reports, and real-time analytics for monitoring engagement and reporting.

Getting Started and Support

### What customer support options does Retain offer?

Retain offers email/help desk support. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be characterized beyond the listed channel.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Manage, store and organize emails within the system or via third-party apps

Tracks metrics that provide insight into how a user interacts with any interface or product

Predefined actions automatically performed on the occurance of specific events

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track interaction history by documenting conversations for contacts

Observe and track the demand, usage, progress or quality of a system, product, or user

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Generate personalized communications upon request to meet customer needs

Adjust communications based on previous interactions or personal preferences

Analyze and gain insights into data in real-time

Receive data and information in real time

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Send messages via SMS

Create, save, and re-purpose templates for emails, forms, etc.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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