Trusted by professional services organisations since 1992

The resource planning
platform built for
professional services.

Low utilisation, misaligned skills, and disconnected systems cost organisations more than they realise. Retain gives you complete visibility across your people, projects and capacity — so you can make faster, smarter resourcing decisions.

Put the right people on the right projects — every time
Hit utilisation targets with complete visibility across your whole team
Replace spreadsheets with AI-powered skills matching and forecasting
★★★★★
"It just makes my life easier. Simple, clear, and saves me a ton of time."
Jessica Bowers · Enterprise (>1000 emp.)
G2 G2 Review

Trusted by leading professional services organisations worldwide

Baker Tilly Grant Thornton Deloitte BPM Cohen and Co Rickard Luckin
Why organisations choose Retain

You're not managing resources.
You're firefighting them.

Every week without a proper system is unallocated capacity you're not billing, projects delayed, and talent wasted. Here's what Retain fixes.

63%

Your utilisation rate is eroding profitability

Top performers sit on the bench while capacity goes unallocated
No unified view of capacity — so the same gaps repeat, week after week
Complete utilisation dashboards across every team and project

You're running planning on spreadsheets

Scattered data and conflicting versions slow everything down
One person leaving puts the entire plan at risk
One live platform — no more spreadsheet chaos or data silos

Projects are matched to the wrong people

Allocating on availability, not skills — projects underperform
Talent disengages when placed on mismatched or unchallenging work
AI-powered skills matching finds the right fit, every time
The Retain difference

What resource planning looks like
before and after Retain

Without Retain

Fragmented systems creating operational risk

Spreadsheets can't keep up with change — data is out of date before it's shared
Skills data stored in HR systems — disconnected from scheduling decisions
Reporting created manually — hours wasted every week on data gathering
Operational visibility limited — decisions made on gut feel, not data
With Retain

Retain unifies resource planning

Stop overbooking before it starts — anticipate conflicts early and prevent burnout
Unified platform — scheduling, skills and reporting in one place
Skills-driven talent allocation — match people on capability, not just availability
Complete dashboards — data-backed decisions at every level
What happens in your demo

30 minutes. No fluff.
Built entirely around you.

We don't do generic product tours. Every demo is tailored to your team size, your current tools, and the specific challenges costing you the most.

1
~5 mins

We learn your situation first

Before we show you anything, we listen. We ask about your team, your current process, and where time and money is being lost.

2
~20 mins

A live walkthrough of what matters to you

We show you Retain working on scenarios that look like yours — complete utilisation visibility, AI skills matching, capacity forecasting, or replacing your spreadsheet process entirely.

3
~5 mins

Your questions, answered honestly

Ask anything — pricing, migration, integrations, security, support. Straight answers. No pressure, no follow-up ambush.

Reserve my free slot Takes 30 seconds to book · No commitment required
Real results from real customers

What our customers say about
working with Retain

G2 Spring 2026 High Performer
★★★★★
G2 Review
5 / 5
"Business Systems Manager"

"Honestly, it just makes my life easier. I can see who's available, move things around without a headache, and actually trust the numbers. Simple, clear, and saves me a ton of time."

JB
Jessica Bowers
Salesforce Administrator · Enterprise (>1000 emp.)
★★★★½
G2 Review
4.5 / 5
"Great Support — Great People to Work With"

"Jack and Jamie have been ready to listen and collaborate on improving features. The group at Retain have been open and responsive — great partners throughout the process."

PR
Paul Richards
Operations Senior Manager
★★★★½
G2 Review
4.5 / 5
"Simplifying Team Resource Management"

"Cloud based solution, easy to use interface and simplifies my team management. I honestly have no complaints — I just wish we had made the switch earlier!"

DB
Daniel Brooks
Head of Consultancy · Mid-Market (51–1000 emp.)
30+
Years serving professional services organisations
1.5m+
Users on Retain globally
ISO ✓
27001 & SOC 2 certified security
2,500+
Resources managed on a single deployment
FAQ's

Looking for answers?

Here are the questions we get asked most before demos. If yours isn't here, just ask on the call.

Nothing at all. Booking a demo is simply a chance to explore whether Retain is a good fit for your organisation. There's no obligation or pressure — just a focused session where we understand your challenges and show you how we can help.

It's typically quicker and smoother than expected. Many teams are up and running within a few weeks, not months. Our onboarding team supports you throughout, ensuring a seamless transition and fast adoption.

Retain is built to scale. It works just as effectively for smaller organisations as it does for large, complex enterprises. You get the structure you need today, with the flexibility to grow without changing systems later.

Yes — Retain is integration agnostic. It's designed to work alongside your existing tools, adapting to your workflows rather than forcing change. This gives you the flexibility to keep your current systems while improving how everything connects.

Data security is a top priority. Retain is ISO 27001 and SOC 2 certified, meeting globally recognised standards for security, availability, and confidentiality. Combined with secure hosting and strict access controls, your data is protected at every level.