RetainExpand builds automated workflows that catch churn signals early and surface expansion opportunities — so your revenue compounds instead of leaking.
Most SaaS companies focus 80% of their budget on acquisition and 20% on retention. The math doesn't work. It costs 5-7x more to acquire a new customer than to keep an existing one.
Plug in your CRM, billing, product analytics, and support tools. RetainExpand unifies your customer data into a single health timeline — no engineering required.
Use our visual builder to create retention and expansion playbooks. Set triggers based on usage drops, support tickets, contract milestones, or custom signals unique to your business.
Workflows fire automatically — alerting CSMs, sending personalized nudges, queuing upsell offers, and escalating risks before they become cancellations.
Purpose-built tools that turn reactive firefighting into proactive revenue operations.
Composite health scores detect at-risk accounts weeks before they churn. Usage decline, support sentiment, and engagement patterns all factor into a single actionable signal.
Automatically identify accounts hitting usage ceilings, teams that need more seats, or features that unlock upsell conversations — and route them to the right playbook.
Drag-and-drop retention and expansion playbooks with conditional logic, time delays, multi-channel actions, and A/B testing — no code required.
Auto-assign tasks to CSMs based on workload, expertise, and account priority. Everyone knows exactly what to do and when — no balls get dropped.
See exactly which workflows saved at-risk revenue and which drove expansion. Prove ROI to leadership with clear, trustworthy reporting.
Start free. Upgrade when your retention engine is running.
Join the early access cohort. We're onboarding 20 teams this quarter — limited spots available.