RetainCrew watches every customer account, scores its health, and drafts the save plans, call briefs, QBRs and renewal plans your team needs. Your CSMs approve each draft and spend their time on the conversations that matter.
Built for B2B software teams on HubSpot, with Notion or monday.com. Runs inside Claude.
Five AI specialists watch your accounts, prep your calls and draft the paperwork. They share one record for every account and report to one board in Notion or monday.com. Nothing leaves the ship without your sign-off.
Scores every account daily, flags the ones going quiet, and hands expansion opportunities to sales without pitching anyone.
A one-page brief before every call, plus QBRs built around the outcomes the customer actually got.
Tracks milestones, not calendar dates, and drafts a nudge when a new account stalls.
Starts every renewal plan 120 days out and drafts save plans for at-risk accounts.
Asks for references only when they're earned, reviews every lost account, and checks which actions worked.
Every account gets a score from 0 to 100, built from five factors worth 20 points each. Each point is backed by evidence: a ticket, a date, a usage number or a note from a call. If data is missing, RetainCrew says so instead of guessing.
Every email, nudge, save offer and reference ask waits in a draft queue for your team. RetainCrew never sends on its own, never changes deals in your CRM, and never offers a discount you haven't authorized. Your customer data stays in your own tools.
Score dropped from 71 to 44 after a month-end report started failing. Their finance lead asked a competitor for a demo.
A renewal kickoff in 56 days. The CFO hasn't been met in 180 days.
Three of five actions moved scores. Hands-on plays worked and generic check-in emails didn't, so next month's plans lean on what worked.
For teams that want the work done and drafted every day.
For teams that want their CSMs getting better every week.
For teams that want an experienced hand alongside the engine.
No. RetainCrew works on top of what you already use: HubSpot for your customer data, and Notion or monday.com for the board your team works from.
It stays in your own tools. RetainCrew reads from them and writes drafts back to your board. We don't store copies of your customer data.
No. Anything a customer would see waits as a draft until someone on your team approves it.
Setup creates your board, maps your HubSpot fields and runs the first score across your accounts. We'll walk you through it on the call.
Book a 30-minute call. We'll walk through the engine, look at how your team works today, and find the right plan.
Booking opens soon