RetainLayer reads the email, tickets, calls and projects your team already runs on, and tells you which accounts are slipping — with the reason, the dollars, and the next move.
Free on demo data · No credit card · Read-only when you connect
your book, by health, watched in real time
Read-only by design — RetainLayer never emails your clients
"Reviewing expenses" on a call. Two promises overdue.
Health drops to at-risk. The retainer is flagged with the timeline.
The right person gets the brief and the next move, today.
Connect your tools and RetainLayer fills these screens for you. The whole client base, at a glance.
Every account that needs attention, ranked by the dollars at stake. Open it Monday morning and know exactly where to start.
One timeline per client across email, tickets, calls and projects, with the moments that actually mattered pulled to the top.
Where the issues are, by owner and by type, so accountability is a fact rather than a conversation.
The rollup leadership actually reads: what changed, what it costs, and who owns the next move.
Can you add our new hire to the site? Headshot and bio attached.
All set, they are live on the team page now.
I do not see them, and the title still shows the old one.
Sorry about that, pushing the fix today.
I am still not seeing it fixed. This is the third time. We are reviewing what we are paying for.
A ticket marked resolved that the client said twice was not. Two broken promises on one thread, then renewal language. The account was flagged at-risk in April; the cancellation came in June.
See at-risk accounts weeks before the cancellation, with the reason and the dollars.
Get the timeline, the owner, and the recommended move while the account is still recoverable.
Every protected retainer is recurring revenue that keeps paying, quarter after quarter.
All of it folds into one live readout for leadership. Read it plainly, or in the language of your operating system.
See the EOS viewNever. RetainLayer is internal-only: it reads your existing conversations and surfaces risk to your team. Nothing it does is client-facing, ever.
Yes. Access is read-only and encrypted, scoped to your workspace alone, and every insight is leadership-only. Data is never shared across organizations.
Minutes. Start on realistic demo data to see exactly how it thinks, then connect your own tools whenever you are ready.
The places client conversations already happen: Gmail and Google Workspace, Freshdesk, Basecamp, and meeting notes, unified onto one timeline per client.
No new busywork. RetainLayer reads what your team already sends and receives; nobody has to log anything or fill out another tool.
It is free to explore on demo data. You only pay once you connect your own tools, and you can disconnect anytime, which purges your synced data.
Create your workspace and watch your book come alive in minutes.
No credit card · free on demo data · read-only when you connect · your data stays yours