Keep your clients. And the revenue.
Replace the spreadsheets, docs, and notes with one complete system — and an AI agent that works your client book 24/7.
14-day free trial. No credit card required.
When something shifts, she catches it — and actively helps you take care of it.
Overnight, Rai sweeps your entire book — every client, email, meeting, and payment. The missing deliverable, the late reply, the upcoming invoice. All of it, while you sleep.
Rai doesn't just watch — she works. Every morning you get a dedicated brief, plus a short list of real tasks shaped by each relationship's needs. Deliverables, not reminders.
Once a task hits your Today list, Rai scores it across dozens of client signals and re-ranks the whole list — so the highest-value move is always sitting on top. Your day, triaged.
Every task is one click from done. Simple notes go to Rai for written responses tailored to that client; heavier work goes to Claude, pre-loaded with context. Better, faster, done.
Your pipeline only looks ahead. Your clients aren't in it — they're the revenue you already earned, and most CRMs treat them like they're safe. They're not.
Twelve dimensions. Twenty combinations. Every pattern.
You're a team of one. You can't be laser-focused on every Slack thread and hint of drift. Retayned watches the whole book while you do the work.
Retayned scores every account and surfaces the next right action for each one. You choose who acts on it — your account managers, your AI agents, or both — all powered by the same retention intelligence.
Daily sweeps across your entire book. Twelve-dimension scoring. Archetype detection. Prioritized task lists delivered to your AMs.
One book, many hands. Everyone works the same client history, and when someone leaves, the relationship record stays...permanently and in full.
Give your internal agents the same retention intelligence. Integrate with the communication tools your clients love. Connect to Salesforce, HubSpot, and more.
"I built Retayned as an agency owner to keep more of the business I worked so hard to win. I'm happy to say I still use it every day for my own projects and clients."
"It gave me the exact words to say to a client I had a tough week with. I had that conversation that afternoon. They're still with me today. I'm still with Retayned."
"The health check questions are uncomfortable in the best way. They force you to admit what you already know but haven't said out loud. It's something we thought we'd use for crises and it's turned into our daily operations hub."
See the signal. Get the script. Keep the client.
14-day free trial. No credit card required.