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Retain

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What Retain is

Retain is an enterprise resource management platform for professional services organisations handling complex projects. It connects resource planning, skills intelligence, scheduling and operational reporting across departments. Teams can view capacity, availability and demand, balance workloads and roll plans forward in bulk. AI suitability matching considers skills, availability, experience and project context when recommending assignments; automated assignment can allocate multiple roles against requirements such as skills, availability and role criteria. Planning granularity is custom, with support for workload management, resource requests, skills matching and scenario planning. Reports cover utilisation, capacity, engagement performance, revenue, cost and profit, while its structured skills framework is powered by Lightcast. Listed integrations include Microsoft 365, Workday, Salesforce, SAP, Oracle and Bamboo HR, alongside API and middleware support. The API provides secure token-based access to operational data such as resources, bookings, jobs and clients. The mobile app supports viewing bookings and job details and receiving planning-change notifications. Retain states that it is ISO 27001 certified and SOC 2 Type 2 compliant. Pricing is by quote; prospective customers can request pricing or a demo.

Who it suits

Retain is aimed at professional services organisations, including audit, tax, advisory, consulting, IT services and engineering firms. It suits teams coordinating resources, skills and workloads across complex projects.

What it does well

  • AI matching weighs skills, availability and project context.
  • Supports capacity planning and workload balancing.
  • Reports on utilisation, revenue, cost and profit.
  • Integrates with listed enterprise systems.
  • Mobile app shows bookings and job details.

What to know first

  • Pricing is by quote.
  • A demo or pricing request is directed through sales.

Plans

PlanBilled and limitsPrice
Retain CloudPricing by quote; request pricing or a demo via salesOn request

As retaininternational.com lists them, read 5 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Retain Cloud website.
  2. Request pricing or book a 30-minute demo with a resourcing specialist.
  3. Review the listed integrations and API or middleware support for your enterprise systems.
  4. Use the web platform or the Android and iOS mobile app.

Verdict

Retain brings resource planning, skills matching and reporting together for professional services teams. Its pricing requires a quote, so prospective customers can book a demo or contact sales.

Questions

How much does Retain cost?

Pricing is by request. Prospective customers can request pricing or book a 30-minute demo through sales.

Which platforms does Retain support?

Retain lists web, Android, iOS and API access.

What integrations are listed?

Listed integrations include Microsoft 365, Workday, Salesforce, SAP, Oracle and Bamboo HR, along with other enterprise systems. API and middleware support are also described.

What can the mobile app do?

The mobile app supports viewing bookings and job details and receiving planning-change notifications. It is available through the Apple App Store and Google Play Store.

What security measures does Retain state?

Retain states that it is ISO 27001 certified and SOC 2 Type 2 compliant. It also provides role-based access and audit logs.

Facts from Retain's own pages

AI matching
AI suitability matching considers skills, availability, experience and project context to recommend resource assignments. · retaininternational.com, 5 Oct 2026
API
Retain APIs provide programmatic access to resources, bookings, jobs, clients and other operational planning data. · retaininternational.com, 5 Oct 2026
API access
The API provides programmatic access to resources, bookings, jobs, clients and other operational planning data, using secure token-based authentication. · retaininternational.com, 4 Oct 2026
Automated assignment
Retain supports automated assignment based on requirements such as skills, availability and role criteria, while planners remain in control. · retaininternational.com, 5 Oct 2026
Capacity planning
The platform shows capacity, availability and demand across teams and supports workload balancing and mass roll forward of plans. · retaininternational.com, 5 Oct 2026
Founded
1992 · retaininternational.com, 28 Sept 2026
Integrations
The maker lists integrations including Microsoft 365, Workday, Salesforce, SAP, Oracle, Bamboo HR, CCH and Aderant, and describes API and middleware support. · retaininternational.com, 5 Oct 2026
Intended customers
Retain describes its platform as built for professional services organisations, including audit, tax, advisory, consulting, IT services and engineering firms. · retaininternational.com, 5 Oct 2026
Intended users
Retain says it serves professional services firms across audit, tax, advisory, consulting, IT services and engineering. · retaininternational.com, 4 Oct 2026
Mobile app
The mobile app lets users view bookings and job details and receive notifications, and is available through the Apple App Store and Google Play Store. · retaininternational.com, 5 Oct 2026
Product
Retain is an enterprise resource management platform for professional services organisations, unifying resource planning, skills intelligence, scheduling and operational reporting. · retaininternational.com, 5 Oct 2026
Purpose
Retain is an enterprise resource management platform for professional services organisations delivering complex projects. · retaininternational.com, 4 Oct 2026
Reporting
Reporting covers utilisation, capacity, engagement performance, revenue, cost and profit. · retaininternational.com, 5 Oct 2026
Resource planning
The platform connects resource planning, skills intelligence, scheduling and operational reporting across departments. · retaininternational.com, 4 Oct 2026
Security
Retain states it is ISO 27001 certified and SOC 2 Type 2 compliant, and provides role-based access and audit logging. · retaininternational.com, 5 Oct 2026
Skills framework
Retain uses a structured skills framework powered by Lightcast. · retaininternational.com, 5 Oct 2026
Support
Customers can log support cases through the Customer Portal; the contact page also lists a support phone number and an email for portal access issues. · retaininternational.com, 5 Oct 2026
Support and sales
The site invites prospective customers to book a 30-minute demo with a resourcing specialist. · retaininternational.com, 4 Oct 2026

Where Retain stands on Freedom251

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