Retain
6.3#16 in resource management softwareAndroidiOSWebAPI
VisitRetain vs Smartsheet
Smartsheet
7.6#5 in capacity planning softwareFrom $9 a monthAndroidiOSWebAPI
VisitWhat both publish
| Fact | Retain | Smartsheet |
|---|---|---|
| Founded | 1992 | 2005 |
| Integrations | The maker lists integrations including Microsoft 365, Workday, Salesforce, SAP, Oracle, Bamboo HR, CCH and Aderant, and describes API and middleware support. | Smartsheet lists integrations including Jira, Power BI, Salesforce, SAP, ServiceNow, Tableau, Workday, Slack, Microsoft Teams, and Adobe Creative Cloud. |
| Intended users | Retain says it serves professional services firms across audit, tax, advisory, consulting, IT services and engineering. | Smartsheet describes its audience as ranging from people and teams tracking projects to organizations managing complex solutions and large-scale portfolios. |
| Purpose | Retain is an enterprise resource management platform for professional services organisations delivering complex projects. | Smartsheet provides tools for teams to manage projects and build solutions of different sizes and complexity. |
| Security | Retain states it is ISO 27001 certified and SOC 2 Type 2 compliant, and provides role-based access and audit logging. | Smartsheet describes role-based access controls, SSO, MFA, external collaboration controls, event reporting, and 24/7 incident monitoring. |
| 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. | All plans include Help & Learning content, the Smartsheet Community, and web-based ticketing; premium support is included with Advanced Work Management. |
Retain plans
- Retain CloudPriced on request
Smartsheet plans
- Pro$9 a month
- Business$19 a month
- EnterprisePriced on request
- Advanced Work ManagementPriced on request
Pick Retain if…
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.
Pick Smartsheet if…
Smartsheet may suit teams that need structured project views, automation, and collaboration tools, including organizations managing portfolios. Plan-dependent features and member minimums make it worth checking the plan details against team needs.