Retain review
A governed resource management platform for complex professional services staffing.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Retain is a resource management platform for professional services organisations coordinating complex projects across departments, projects and locations. It brings together resource planning, scheduling, capacity reporting, workload and utilisation visibility, skills intelligence, scenario planning, operational analytics and AI-assisted resource matching. Established enterprises that need governed staffing processes, controlled access and a shared view of demand and availability are the clearest fit.
Pricing is handled through contact with sales rather than published plan tiers. That approach suits organisations evaluating an enterprise resource management deployment around their own operating model, but it gives buyers less immediate guidance for comparing packages or budgeting independently. Retain supports cloud and on-premise deployments and connects with Microsoft Dynamics, SAP, IRIS, Office 365 and Salesforce, giving it a place in environments that already depend on those systems. Web access and enterprise integrations support coordinated planning, while role-based access, audit trails and single sign-on address governance needs.
The platform's strongest area is the breadth of its planning model. Teams can compare planned demand with available capacity, inspect workload across teams, match people by skills, assess alternative staffing strategies and roll recurring bookings forward into future periods. Resource requests and tracking extend the workflow beyond allocation, while reporting and analytics support operational review. AI-assisted recommendations add another layer to suitability decisions, but the overall product is oriented toward structured enterprise resource management rather than lightweight scheduling. Organisations that need governed, skills-based staffing and scenario planning should shortlist Retain; smaller teams or buyers seeking transparent self-serve pricing may prefer a simpler alternative.
Questions about Retain
What does Retain run on? Web. It runs in the cloud and self-hosted.
What does Retain integrate with? 5 integrations: Microsoft Dynamics, SAP, IRIS, Office 365 and Salesforce.
Who is Retain built for? Mid-market companies and enterprises (our editorial estimate).
Retain pros and cons
- Where it wins
- Capacity, workload and utilisation visibility across teams
- Skills taxonomy, matching and AI-assisted suitability recommendations
- Scenario planning, requests, analytics, audit trails and SSO
- Where it doesn't
- Pricing requires contacting sales
- Web platform may not suit teams needing broader platform coverage
- Enterprise-oriented governance may exceed smaller teams' needs
Retain fact sheet, pricing and score →
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