Retain
What it is
Retain is an enterprise resource management platform for professional services organizations handling complex projects. It combines resource planning, skills intelligence, scheduling, and operational reporting across departments. Teams can see 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 distribute several roles according to requirements such as skills and availability. Planning supports workload management, resource requests, skills matching, and scenario planning, with custom planning granularity. Reports cover utilization, capacity, engagement performance, revenue, cost, and profit. Its structured skills framework is powered by Lightcast. Listed integrations include Microsoft 365, Workday, Salesforce, SAP, Oracle, and Bamboo HR, as well as API and middleware support. The API provides secure token-based access to operational planning data such as resources, bookings, jobs, and clients. The mobile app lets users view bookings and job details and receive planning-change notifications. Retain says it is ISO 27001 certified and SOC 2 Type 2 compliant. Pricing is available by request, and prospective customers can book a 30-minute demo with a resourcing specialist.
For and against
For
- Shows capacity, availability, and demand across teams
- AI matching weighs skills, experience, and project context
- Supports workload management and scenario planning
- Reports on utilization, revenue, cost, and profit
- Mobile app shows bookings and planning changes
Against
- Pricing is available by request
- Planning granularity is custom
The verdict
Retain brings resource allocation, skills information, and operational reporting together for professional services project planning. Pricing requires a request to sales.
Who it suits
Retain is intended for professional services firms in audit, tax, advisory, consulting, IT services, and engineering. It suits teams planning people and workloads across complex projects.
Plans and prices
Retain Cloud
Pricing by quote; request pricing or a demo via sales
Read 5 Oct 2026 · retaininternational.com
On the record
- AI matching
- AI suitability matching considers skills, availability, experience and project context to recommend resource assignments.retaininternational.com · read 5 Oct 2026
- API
- Retain APIs provide programmatic access to resources, bookings, jobs, clients and other operational planning data.retaininternational.com · read 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 · read 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 · read 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 · read 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.retaininternational.com · read 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 · read 5 Oct 2026
- Intended users
- Retain says it serves professional services firms across audit, tax, advisory, consulting, IT services and engineering.retaininternational.com · read 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 · read 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 · read 5 Oct 2026
- Purpose
- Retain is an enterprise resource management platform for professional services organisations delivering complex projects.retaininternational.com · read 4 Oct 2026
- Reporting
- Reporting covers utilisation, capacity, engagement performance, revenue, cost and profit.retaininternational.com · read 5 Oct 2026
- Resource planning
- The platform connects resource planning, skills intelligence, scheduling and operational reporting across departments.retaininternational.com · read 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 · read 5 Oct 2026
- Skills framework
- Retain uses a structured skills framework powered by Lightcast.retaininternational.com · read 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 · read 5 Oct 2026
- Support and sales
- The site invites prospective customers to book a 30-minute demo with a resourcing specialist.retaininternational.com · read 4 Oct 2026
