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Customer Decision Intelligence for B2B SaaS & Subscription Businesses

Customer Decision Intelligence for B2B SaaS & Subscription Businesses

Know which customers need your attention before revenue is at risk

RetainIQ turns payment, usage, engagement and support signals into prioritized decisions—who needs attention, why, and what to do next.

RetainIQ brings together customer signals across your CRM, product, support, and conversations, so your team knows which accounts to prioritize, reduce churn, and grow key customers

Works with your stack. Powered by trusted infrastructure

Works with your stack. Powered by trusted infrastructure

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How RetainIQ Works

Step 01

Bring your customer signals together

Connect payment and customer signals from your existing stack.

RetainIQ integrations screen showing Stripe connected and Razorpay available to connect

Step 01

Bring your customer signals together

Connect payment and customer signals from your existing stack.

RetainIQ integrations screen showing Stripe connected and Razorpay available to connect

Step 01

Bring your customer signals together

Connect payment and customer signals from your existing stack.

RetainIQ integrations screen showing Stripe connected and Razorpay available to connect

Step 02

Know what matters the most for your team

Stop treating every account as equally urgent. Instantly see which customers deserve your team's attention first

RetainIQ Top Revenue Priorities showing customers ranked by revenue at risk with recommended actions

Step 02

Know what matters the most for your team

Stop treating every account as equally urgent. Instantly see which customers deserve your team's attention first

RetainIQ Top Revenue Priorities showing customers ranked by revenue at risk with recommended actions

Step 02

Know what matters the most for your team

Stop treating every account as equally urgent. Instantly see which customers deserve your team's attention first

RetainIQ Top Revenue Priorities showing customers ranked by revenue at risk with recommended actions

Step 03

Take the right actions for your team today

Signals captured → Prioritization → Recommended action → Human-controlled execution

RetainIQ Quick Campaign decision showing confidence, recommended intervention, and reasons for the recommendation

Step 03

Take the right actions for your team today

Signals captured → Prioritization → Recommended action → Human-controlled execution

RetainIQ Quick Campaign decision showing confidence, recommended intervention, and reasons for the recommendation

Step 03

Take the right actions for your team today

Signals captured → Prioritization → Recommended action → Human-controlled execution

RetainIQ Quick Campaign decision showing confidence, recommended intervention, and reasons for the recommendation

Three Layers Powered by Decisions

1. Recover

Prioritize failed payments by revenue impact and choose the appropriate recovery action.

Confidence-scored recommendations with the evidence behind them.

Revenue-weighted prioritization, not first come, first served

Smarter retries based on issuer behavior and decline codes

1. Recover

Prioritize failed payments by revenue impact and choose the appropriate recovery action.

Confidence-scored recommendations with the evidence behind them.

Revenue-weighted prioritization, not first come, first served

Smarter retries based on issuer behavior and decline codes

RetainIQ Action Queue showing recommended recovery actions with confidence scores
RetainIQ Action Queue showing recommended recovery actions with confidence scores

Illustrative demo data

Illustrative demo data

RetainIQ account view with a retention recommendation and the evidence behind it
RetainIQ account view with a retention recommendation and the evidence behind it

Illustrative demo data

Illustrative demo data

2. Retain

Turn churn evidence into a clear, human-reviewed next-best action.

Early churn detection powered by AI

Next best action with business context

Customer health and expansion insights in one place

2. Retain

Turn churn evidence into a clear, human-reviewed next-best action.

Early churn detection powered by AI

Next best action with business context

Customer health and expansion insights in one place

3. Reactivate

Rank win-back opportunities by revenue at risk, urgency and decision confidence.

AI ranks customers by reactivation potential

Personalized win-back recommendations

Knows when not to reach out

3. Reactivate

Rank win-back opportunities by revenue at risk, urgency and decision confidence.

AI ranks customers by reactivation potential

Personalized win-back recommendations

Knows when not to reach out

RetainIQ reactivation pipeline showing dormant customers and suggested outreach
RetainIQ reactivation pipeline showing dormant customers and suggested outreach

Illustrative demo data

Illustrative demo data

Testimonials and Proof

Max Migutin

IT & Business Strategy Consultant · RetainIQ advisor

“I’ve worked alongside the RetainIQ team throughout development, from the early modules through several rounds of independent QA. What stands out is that it answers a question most platforms dodge: which customer should I act on today, and why?”

“I’ve worked alongside the RetainIQ team throughout development, from the early modules through several rounds of independent QA. What stands out is that it answers a question most platforms dodge: which customer should I act on today, and why?”

A

Laura Ryan

Founder, Telos Advisory Pte Ltd

“RetainIQ answers the question every customer success team struggles with: which account needs attention today, and why? It turns scattered customer signals into one prioritized view, so teams spend more time protecting revenue and less time hunting through data.”

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Rohan Chaubey

Startup Growth Advisor & Bestselling Author

“RetainIQ goes beyond predicting churn. It connects scattered customer signals to clear, explainable decisions, helping subscription teams see where revenue is at risk and what action to take next.”

“RetainIQ goes beyond predicting churn. It connects scattered customer signals to clear, explainable decisions, helping subscription teams see where revenue is at risk and what action to take next.”

Where RetainIQ fits in your
customer success stack

Note: Product focus comparison; capabilities vary by product and plan.

Note: Product focus comparison; capabilities vary by product and plan.

RetainIQ AI Assistant

Know where to focus. Understand why. Take the right action.

RetainIQ Assistant drafting a win-back email with the reasons for the recommendation, a discount cap, and send controls

Illustrative demo data

Illustrative demo data

Integrations

How RetainIQ turns customer data into confident decisions

How RetainIQ turns customer data into confident decisions

Your Customer Data

CRM

Payments

Support

Analytics

RETAINIQ

Customer Decision Intelligence Layer

RECOVER

REACTIVATE

RETAIN

Business Outcome

Better Customer Decisions

Higher Net Revenue Retention

Enterprise-ready from your very first connection

Your systems stay untouched

RetainIQ connects in read-only mode by default, ensuring your CRM, billing platform, and business systems remain unchanged. Nothing is written back unless your team explicitly approves every action.

Your systems stay untouched

RetainIQ connects in read-only mode by default, ensuring your CRM, billing platform, and business systems remain unchanged. Nothing is written back unless your team explicitly approves every action.

AI never acts on its own

Every recommendation is reviewed by your team before anything happens. RetainIQ provides the intelligence and reasoning, you stay in complete control of every customer interaction and decision.

AI never acts on its own

Every recommendation is reviewed by your team before anything happens. RetainIQ provides the intelligence and reasoning, you stay in complete control of every customer interaction and decision.

AI never acts on its own

Every recommendation is reviewed by your team before anything happens. RetainIQ provides the intelligence and reasoning, you stay in complete control of every customer interaction and decision.

Your data securely belongs to you

Your customer data is processed exclusively within your workspace. It is never shared, sold, or used to train public AI models, giving you complete ownership and privacy at every step.

Your data securely belongs to you

Your customer data is processed exclusively within your workspace. It is never shared, sold, or used to train public AI models, giving you complete ownership and privacy at every step.

Security built into every connection

Security isn't an afterthought. From encrypted connections to secure data handling, every integration is designed to protect sensitive customer information from the moment you connect your systems.

Security built into every connection

Security isn't an afterthought. From encrypted connections to secure data handling, every integration is designed to protect sensitive customer information from the moment you connect your systems.

Ready for enterprise IT from day one

Enterprise deployment is effortless with built-in support for Single Sign-On (SSO), SAML, role-based permissions, and comprehensive audit logs, giving your IT team the security, visibility, and control they need from day one.

Ready for enterprise IT from day one

Enterprise deployment is effortless with built-in support for Single Sign-On (SSO), SAML, role-based permissions, and comprehensive audit logs, giving your IT team the security, visibility, and control they need from day one.

Built for enterprise level compliance

Built with modern security standards in mind, RetainIQ helps organizations meet enterprise compliance requirements with robust controls, transparent processes, and a clear roadmap toward SOC 2 Type II certification.

Built for enterprise level compliance

Built with modern security standards in mind, RetainIQ helps organizations meet enterprise compliance requirements with robust controls, transparent processes, and a clear roadmap toward SOC 2 Type II certification.

Solutions

Solutions by roles

RetainIQ adapts to every team responsible for protecting and growing customer revenue

For CS Leaders

Stop guessing which accounts need attention first. Give your Customer Success team a prioritized view of customer health, complete with AI-powered recommendations, confidence scores, and clear next steps for your team.

For Founders/ CROs

Get a complete picture of your recurring revenue. Track churn risk, expansion opportunities, and customer health across your entire portfolio from one intelligent dashboard. Make strategic decisions backed by AI with trust.

For Founders/ CROs

Get a complete picture of your recurring revenue. Track churn risk, expansion opportunities, and customer health across your entire portfolio from one intelligent dashboard. Make strategic decisions backed by AI with trust.

For RevOPs

Turn scattered customer data into one decision engine. RetainIQ connects billing, CRM, product usage, support, and customer engagement into a single intelligence layer. Every recommendation is traceable, explainable, and ready to act on.

Got questions?

Everything you need to know about getting started with RetainIQ

How is RetainIQ different from Customer Success platforms?

RetainIQ doesn't replace your Customer Success platform. It connects to the tools you already use and helps your team prioritize the right accounts and take the right actions.

Which tools does RetainIQ integrate with?

RetainIQ connects with your existing CRM, support, product analytics, and customer communication tools to create a complete view of every customer.

Does RetainIQ make changes to our CRM or customer data?

No. RetainIQ is read-only by default and never modifies your systems unless you explicitly approve an action.

How long does it take to get started?

Most teams can securely connect their data sources and start seeing prioritized customer insights in just a few minutes.

Is our customer data secure?

Yes. Your data remains yours. RetainIQ uses enterprise-grade security, encrypted connections, and never uses your data to train shared AI models.

See your revenue at risk in under 5 minutes

No setup headaches. Connect your CRM and get your first Retention Inbox in minutes

See your revenue at risk in under 5 minutes

No setup headaches. Connect your CRM and get your first Retention Inbox in minutes

See your revenue at risk in under 5 minutes

No setup headaches. Connect your CRM and get your first Retention Inbox in minutes