Retain
Retain is an enterprise resource management platform for professional services organisations managing complex projects.
What Retain is
Retain is an enterprise resource management platform for professional services organisations managing 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 using requirements such as skills and availability. Reporting covers utilisation, capacity, engagement performance, revenue, cost, and profit. Its structured skills framework is powered by Lightcast. Listed integrations include Microsoft 365, Workday, Salesforce, SAP, Oracle, Bamboo HR, and other enterprise systems, with API and middleware support. The API offers secure token-based access to operational planning data such as resources, bookings, jobs, and clients. The mobile app supports viewing bookings and job details and receiving planning-change notifications. Retain states it is ISO 27001 certified and SOC 2 Type 2 compliant, with role-based access and audit logs. Pricing is by quote; prospective customers can request pricing or a demo.
Good
- AI matching weighs skills, availability, experience, and context
- Reports cover utilisation, revenue, cost, and profit
- Supports workload management and scenario planning
- Mobile app shows bookings and planning-change notifications
Watch out
- Pricing is by quote
- Custom planning granularity may require configuration
Who it suits
It suits professional services firms in audit, tax, advisory, consulting, IT services, and engineering that need to plan resources for complex projects. It is intended for organisations coordinating skills, capacity, and assignments across departments.
Verdict
Retain combines resource planning, skills matching, scheduling, and operational reporting for professional services organisations. Its quote-based pricing means teams need to contact sales for details.
Plans and prices
From Retain's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Retain Cloud | Priced on request | Pricing by quote; request pricing or a demo via sales |
The facts
Each one read from Retain's own pages, with the date it was checked.
What it does
- AI matching
- AI suitability matching considers skills, availability, experience and project context to recommend resource assignments.checked 5 Oct 2026
- API
- Retain APIs provide programmatic access to resources, bookings, jobs, clients and other operational planning data.checked 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.checked 4 Oct 2026
- Automated assignment
- Retain supports automated assignment based on requirements such as skills, availability and role criteria, while planners remain in control.checked 5 Oct 2026
- Integrations
- The maker lists integrations including Microsoft 365, Workday, Salesforce, SAP, Oracle, Bamboo HR, CCH and Aderant, and describes API and middleware support.checked 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.checked 5 Oct 2026
- Intended users
- Retain says it serves professional services firms across audit, tax, advisory, consulting, IT services and engineering.checked 4 Oct 2026
- Product
- Retain is an enterprise resource management platform for professional services organisations, unifying resource planning, skills intelligence, scheduling and operational reporting.checked 5 Oct 2026
- Purpose
- Retain is an enterprise resource management platform for professional services organisations delivering complex projects.checked 4 Oct 2026
- Reporting
- Reporting covers utilisation, capacity, engagement performance, revenue, cost and profit.checked 5 Oct 2026
- Security
- Retain states it is ISO 27001 certified and SOC 2 Type 2 compliant, and provides role-based access and audit logging.checked 5 Oct 2026
- Skills framework
- Retain uses a structured skills framework powered by Lightcast.checked 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.checked 5 Oct 2026
- Support and sales
- The site invites prospective customers to book a 30-minute demo with a resourcing specialist.checked 4 Oct 2026
Money
- Capacity planning
- The platform shows capacity, availability and demand across teams and supports workload balancing and mass roll forward of plans.checked 5 Oct 2026
- Resource planning
- The platform connects resource planning, skills intelligence, scheduling and operational reporting across departments.checked 4 Oct 2026
The company
- Founded
- 1992checked 28 Sep 2026
Where it runs
- 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.checked 5 Oct 2026
Alternatives to Retain
- 1
Teamdeck
Free planAndroidiOSWebAPI8.2From $2 a month - 2
Scoro
AndroidiOSWebAPI7.6From $17 a month - 3
Smartsheet
AndroidiOSWebAPI7.6From $9 a month - 4
EG Silverbucket
AndroidiOSWebAPI7.5From €11 a month - 5
Ganttic
Free planAndroidiOSWebAPI7.4From $25 a month - 6
Epicflow
AndroidiOSWebAPI7.0From €22.50 a month