Customer Decision Intelligence Layer

Know which customers need your attention before revenue is at risk

RetainIQ brings together customer signals across your CRM, product, support, and conversations,

so your team knows which accounts to prioritize, reduce churn, and grow key customers

RetainIQ brings together customer signals across your CRM, product, support, and conversations, so your team knows which accounts to prioritize, reduce churn, and grow key customers

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Works with your stack. Powered by trusted infrastructure

How RetainIQ Works

Step 01

Bring every customer signal together

Connect your CRM, support, product usage, and customer conversations into one complete view

Step 01

Bring every customer signal together

Connect your CRM, support, product usage, and customer conversations into one complete view

Step 02

Know what matters the most for your team

Stop treating every account as equally urgent. Instantly see which customers deserve your team's attention first

Step 02

Know what matters the most for your team

Stop treating every account as equally urgent. Instantly see which customers deserve your team's attention first

Step 02

Know what matters the most for your team

Agents analyze data, generate insights, deliver reports.

Step 03

Take the right actions for your team today

Get clear recommendations on what to do next so your team spends more time protecting revenue

Step 03

Take the right actions for your team today

Get clear recommendations on what to do next so your team spends more time protecting revenue

Three Layers Powered by Decisions

1. Recover

Recover intelligently prioritizes failed payments based on revenue impact, retries at the optimal time, and avoids wasting effort on accounts unlikely to recover. Your team focuses on the opportunities that matter most.

93% avg confidence on every recovery recommendation

Revenue-weighted prioritization, not first come, first served

Smarter retries based on issuer behavior and decline codes

1. Recover

93% avg confidence on every recovery recommendation

Revenue-weighted prioritization, not first come, first served

Smarter retries based on issuer behavior and decline codes

2. Retain

Retain continuously monitors customer health, identifies accounts at risk, and recommends the next best action, so your team can intervene early, reduce churn, and uncover expansion opportunities.

Early churn detection powered by AI

Next best action with business context

Customer health and expansion insights in one place

2. Retain

Retain continuously monitors customer health, identifies accounts at risk, and recommends the next best action, so your team can intervene early, reduce churn, and uncover expansion opportunities.

Early churn detection powered by AI

Next best action with business context

Customer health and expansion insights in one place

3. Reactivate

Reactivate analyzes customer behavior, engagement patterns, and churn signals to identify who should be re-engaged, what action to take, and when it's better to wait.

AI ranks customers by reactivation potential

Personalized win-back recommendations

Knows when not to reach out

3. Reactivate

Reactivate analyzes customer behavior, engagement patterns, and churn signals to identify who should be re-engaged, what action to take, and when it's better to wait.

AI ranks customers by reactivation potential

Personalized win-back recommendations

Knows when not to reach out

80/100

“I've worked alongside the RetainIQ team throughout development, from the early modules through several rounds of independent QA. What stands out is that it answers a question most platforms dodge: which customer should I act on today, and why"

Max Migutin

IT & Business Strategy Consultant · RetainIQ advisor

92%

Decision confidence on recommended actions.

18%

Increase in Net Revenue Retention

Why RetainIQ?

RetainIQ vs other platforms

Features

Customer Focus

Revenue Impact

Customer Context

Time to value

Works With

Account prioritization

Revenue risk identification

Combines every customer signal

Ready in minutes

Existing CRM & CS tools

Others

Shows all accounts

Tracks customer health

Information stays fragmented

Weeks of setup

Another platform to manage

Why Can't ChatGPT or Claude Do What RetainIQ Does?

Because they're built to answer prompts. RetainIQ is built to protect revenue. Instead of waiting for someone to ask the right question, RetainIQ continuously understands your customer relationships, detects churn risks, uncovers recovery opportunities, and recommends the next best action, turning scattered customer data into decisions your team can act on.

Integrations

How RetainIQ turns customer data into confident decisions

Your Customer Data

CRM

Payments

Support

Analytics

RETAINIQ

Customer Decision Intelligence Layer

RECOVER

REACTIVATE

RETAIN

Business Outcome

Better Customer Decisions

Higher Net Revenue Retention

Enterprise-ready from your very first connection

Your systems stay untouched

RetainIQ connects in read-only mode by default, ensuring your CRM, billing platform, and business systems remain unchanged. Nothing is written back unless your team explicitly approves every action.

Your systems stay untouched

RetainIQ connects in read-only mode by default, ensuring your CRM, billing platform, and business systems remain unchanged. Nothing is written back unless your team explicitly approves every action.

AI never acts on its own

Every recommendation is reviewed by your team before anything happens. RetainIQ provides the intelligence and reasoning, you stay in complete control of every customer interaction and decision.

AI never acts on its own

Every recommendation is reviewed by your team before anything happens. RetainIQ provides the intelligence and reasoning, you stay in complete control of every customer interaction and decision.

AI never acts on its own

Every recommendation is reviewed by your team before anything happens. RetainIQ provides the intelligence and reasoning, you stay in complete control of every customer interaction and decision.

Your data securely belongs to you

Your customer data is processed exclusively within your workspace. It is never shared, sold, or used to train public AI models, giving you complete ownership and privacy at every step.

Your data securely belongs to you

Your customer data is processed exclusively within your workspace. It is never shared, sold, or used to train public AI models, giving you complete ownership and privacy at every step.

Security built into every connection

Security isn't an afterthought. From encrypted connections to secure data handling, every integration is designed to protect sensitive customer information from the moment you connect your systems.

Security built into every connection

Security isn't an afterthought. From encrypted connections to secure data handling, every integration is designed to protect sensitive customer information from the moment you connect your systems.

Ready for enterprise IT from day one

Enterprise deployment is effortless with built-in support for Single Sign-On (SSO), SAML, role-based permissions, and comprehensive audit logs, giving your IT team the security, visibility, and control they need from day one.

Ready for enterprise IT from day one

Built for enterprise level compliance

Built with modern security standards in mind, RetainIQ helps organizations meet enterprise compliance requirements with robust controls, transparent processes, and a clear roadmap toward SOC 2 Type II certification.

Built for enterprise level compliance

Solutions

Solutions by roles

RetainIQ adapts to every team responsible for protecting and growing customer revenue

For CS Leaders

Stop guessing which accounts need attention first. Give your Customer Success team a prioritized view of customer health, complete with AI-powered recommendations, confidence scores, and clear next steps for your team.

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For Founders/ CROs

Get a complete picture of your recurring revenue. Track churn risk, expansion opportunities, and customer health across your entire portfolio from one intelligent dashboard. Make strategic decisions backed by AI with trust.

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For Founders/ CROs

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For RevOPs

Turn scattered customer data into one decision engine. RetainIQ connects billing, CRM, product usage, support, and customer engagement into a single intelligence layer. Every recommendation is traceable, explainable, and ready to act on.

Learn More

Got questions?

Everything you need to know about getting started with RetainIQ

How is RetainIQ different from Customer Success platforms?

RetainIQ doesn't replace your Customer Success platform. It connects to the tools you already use and helps your team prioritize the right accounts and take the right actions.

Which tools does RetainIQ integrate with?

RetainIQ connects with your existing CRM, support, product analytics, and customer communication tools to create a complete view of every customer.

Does RetainIQ make changes to our CRM or customer data?

No. RetainIQ is read-only by default and never modifies your systems unless you explicitly approve an action.

How long does it take to get started?

Most teams can securely connect their data sources and start seeing prioritized customer insights in just a few minutes.

Is our customer data secure?

Yes. Your data remains yours. RetainIQ uses enterprise-grade security, encrypted connections, and never uses your data to train shared AI models.

See your revenue at risk in under 5 minutes

No setup headaches. Connect your CRM and get your first Retention Inbox in minutes

Start for Free

Book a Demo

See your revenue at risk in under 5 minutes

No setup headaches. Connect your CRM and get your first Retention Inbox in minutes

Start for Free

Book a Demo

See your revenue at risk in under 5 minutes

No setup headaches. Connect your CRM and get your first Retention Inbox in minutes

Start for Free

Book a Demo