AI agents for post sales function

Give back 12 hours to your CSMs per week
Hit your dream NRR

A team of AI agents that watch every account, decides what matters and takes actions with your approval

Talk to founder Calculate your ROI

Live in 48 hours · CSMs stay in control · No data science team required

TRUSTED BY CUSTOMER SUCCESS TEAMS AT

Meet the agents

One agent for every motion in the customer lifecycle.

Each RetainSure agent owns a real CS job end to end - and reports the outcome, not the activity.

Onboarding Agent

Onboarding Pilot

Picks the right onboarding path for each new account, tracks time-to-value, and nudges the moment an account stalls - so a strong first 90 days becomes the default, not the exception.

Outcomes

Faster time-to-value - momentum kept before it dies

Every stall auto-flagged, the moment an account slows

A stronger first 90 days - the default, not the exception

Onboarding Agent · live

01Watch

02Reason

03Act

Teamnot invited

0 of 7 seats activated

Integrationpending

No data source connected

Milestones · Depict3 of 6

Admin set up — on track

Activationstalled

No usage in 5 days

Time-to-valueday 14

Half the window gone

Agent

Stall detectedDepictday 14

Admin's engaged, but team activation has stalled → clear the path to value.

Nudge admin to invite the teamsent

Queue integration step · alert CSMqueued

Risk Agent

Churn Watcher

Watches every account around the clock and flags churn risk up to 45 days before your health score moves - with the reason it's slipping and the play to run next.

Outcomes

45 days earlier - risk caught before the health score even turns

1.5-2× more accurate than a handcrafted health score

Every flag explained - the exact signals, sourced to the row

Risk Agent · live

01Watch

02Reason

03Act

Email · James@Acmenegative

“Still blocked — hard to justify internally”

Ticket #4821frustrated

4d open · −0.7 · “unacceptable”

Product usagehealthy

Healthy · 92% adoption — set aside

QBR · sentimentcooling

Exec sponsor skipped last 2 calls

Invoice #INV-229014d late

Renewal in 38d · unpaid

Agent

Churn riskAcme Corp45d early

Usage looks healthy, but three signals across comms, support & billing are trending down together → act now.

Escalate ticket #4821 to Head of Supportsent

Draft save-play reply for Sarah to reviewdraft

Renewal Agent

Renewal Runner

Runs the 90 days before every renewal end to end - forecasts the outcome, builds the plan, drafts the outreach, and keeps the deal moving so nothing gets scrambled at the end.

Outcomes

The 90-day motion runs on autopilot, account by account

Renewals forecast weeks out - not guessed at in the final week

Renewal emails drafted per account, ready for your send

Renewal Agent · live

01Watch

02Reason

03Act

Sponsor changednew buyer

Champion left · successor unaware

Value storygap

No ROI recap shared this cycle

Product healthstrong

NRR 118% — set aside

Renewal date28 days

Window opens now

Outreachnone yet

No renewal touch sent

Agent

RenewalPulsar.io28d out

Healthy account, but a new sponsor doesn't know the value → de-risk the renewal.

Draft intro + ROI recap for new sponsordraft

Build 90-day plan · book check-inqueued

Reporting Agent

QBR Builder

Turns an account's data into an executive-ready QBR or MBR deck in under two minutes - the data pulled, the insights written, the next steps laid out. You review and present.

Outcomes

11 hours → under 2 minutes per deck

Every slide grounded in the account's real numbers

The whole book's MBRs prepped in an afternoon

Reporting Agent · live

01Watch

02Reason

03Act

Usage · Northstar+22%

Adoption up across every team

Outcomes2 wins

Logged & quantified this quarter

ROI modelready

Value calc current — set aside

SLA1 miss

Support breach in August

Rollout4 teams

Now org-wide

Agent

QBR readyNorthstar12 slides

Strong quarter — lead with ROI, address the SLA miss head-on.

Built deck — usage · ROI · risk · nextready

Speaker notes + SLA talking pointdraft

Upsell Agent

Expansion Scout

Scans your whole book for expansion signals, ranks the accounts most ready to grow, and drafts the personalized outreach that opens the upsell conversation.

Outcomes

20× ROI in the first month - Mailmodo's CS team

High-potential accounts surfaced, not hunted for by hand

Personalized upsell drafts, one per ready account

Upsell Agent · live

01Watch

02Reason

03Act

Seats · Bluewave95% used

Near capacity on current plan

New teaminvited

6 users added this week

Billingcurrent

Pays on time — set aside

Premium featureintent

Viewing the analytics add-on

Usage trend+31%

Up 3 months straight

Agent

Expansion-readyBluewave~+$30k

Capacity + intent + healthy billing → primed to grow now.

Draft upsell email citing their usagedraft

Rank #1 this week · alert AEqueued

Prep Agent

Account Briefer

Hands you a full pre-call briefing on any account in seconds - status, risks, stakeholders, open threads and the last thing that happened - so you walk into every call ready, never digging.

Outcomes

2+ hours saved a day - LambdaTest's VP of CS

Zero prep before any call, QBR or check-in

One screen - the whole account story, no tab-hopping

Prep Agent · live

01Watch

02Reason

03Act

Call · Verda Health15 min

Renewal conversation booked

Open tickets2 open

1 unresolved for 3 days

Usagesteady

Healthy — set aside

ChampionOOO

Out of office until Thursday

Renewal45 days

Up for renewal soon

Agent

Brief readyVerda Healthpre-call

Center the renewal ask + the open ticket — champion is out this week.

One-page brief + talking pointsready

Suggested agenda · flag rescheduledraft

Plus Signal Catcher and Desk Zero - eight agents covering the full lifecycle, from first login to renewal.

See all eight agents in detail →

Integrations

Easily integrate with the tools you already use.

RetainSure plugs into your CRM, billing, support, product and communication tools — so every agent works from the full picture and not half context.

CRM4 tools

Salesforce

HubSpot

Zoho CRM

Salesmate

Billing3 tools

Chargebee

Stripe

Zoho Books

Support5 tools

Zoho Desk

Freshdesk

Jira

Zendesk

Intercom

Product Usage5 tools

Amplitude

Metabase

ClickHouse

AWS S3

BigQuery

Communications5 tools

Slack

Gmail

Google Calendar

Fathom

Gong

Don't see yours? New integrations ship in about a week — let's chat? →

Outcomes we drive

The busywork disappears. The numbers move.

20hrs

given back to each CSM every week

45 days

earlier churn and upsell detection

2 min

to build a QBR that used to take 11 hours

10-20×

Return on your investment

Customers

CSMs got their week back. Leaders got their NRR back.

I just love RetainSure's predictions. Accurate predictions and concise, actionable explanations of churn risk and upsell saving my team and me 2+ hours daily. I love that it reflects all the right reasons that accounts are at risk without us handcrafting a health score.

2+ hrssaved per day

Wendy Zingher

VP of Customer Success · LambdaTest

RetainSure has put our customer success program on steroids. Preparing MBRs used to take up the entire last week of the month, but now it's down to just 2 minutes per customer. The AI gives us everything we need, data, insights, and next steps, so our team can focus on driving real outcomes.

2 minper MBR

Sridhar Kowtal

Head of Customer Success · LimeChat

Upsell is a key motion for our CS team, especially with our self-serve customers — but doing it at scale was always a challenge. RetainSure's upsell predictions changed that. It helped us zero in on high-potential accounts and even gave us personalized email drafts. We saw a 20x ROI from just the first month of using it.

20x ROIfirst month

Sanjana Shankar

Head of Customer Success · Mailmodo

Ready to put your agents to work?

Book a 30-minute call with the founder

Talk to Founder

Security

Your Data, Our Priority

Certification

SOC 2 Type II Compliant

Compliance

GDPR Compliant

Assessment

CASA Compliant

FAQ

Things every Head of CS asks us.

You decide, per agent. By default the agents do the work and queue it — a drafted email, a built QBR, a flagged risk — and a CSM reviews before anything goes out. Once you trust a motion, you can let that agent run it automatically. Nothing is a black box: every action is grounded in a cited source row, ticket or event.

RetainSure's predictions are 1.5 to 2 times more accurate than traditional health scores. The models learn from your historical churn and expansion data, factoring in sentiment across communication channels, behaviour patterns, product usage, and industry or regional context to deliver highly personalised insights.

Most customers are up and running within 48 hours. The integration process is simple, and since the agents are powered by AI trained on your own data, there's minimal setup required after connecting your sources.

RetainSure currently integrates with HubSpot, Salesforce, Metabase, Amplitude, Mixpanel, Chargebee, and Stripe. We also build new integrations on request — typically within 7 days.

Yes. The agents train on your own book of business rather than a generic benchmark, so they work from as few as ~30 accounts — and small teams feel the time saved most, because there's no one to spare for busywork.

Absolutely. RetainSure is SOC 2 Type II compliant and GDPR ready, with data stored on AWS Ireland. We use enterprise-grade encryption and regular security audits, and your data is never used to train any shared model.

From the CS frontline

See all posts →

AI in Customer Success

Give back 12 hours to your CSMs per weekHit your dream NRR

One agent for every motion in the customer lifecycle.

Easily integrate with the tools you already use.

The busywork disappears. The numbers move.

CSMs got their week back. Leaders got their NRR back.

Ready to put your agents to work?

Your Data, Our Priority

Things every Head of CS asks us.

From the CS frontline

Your health score is green. The account already decided to leave.

The QBR tax — 11 hours a week your CSMs will never get back

AI in customer success — what it actually does, and what it still cannot

Give back 12 hours to your CSMs per week
Hit your dream NRR