Gross Retention excludes expansion - it shows pure churn / contraction loss. The gap between NRR and GRR is the expansion lift.
Peak NRR of 99% in FY2024-Q1. Latest is 94% - that's -5pp from peak.
EverCommerce is above the Healthcare SaaS Public median by +0pp (cell median: 94%)
EverCommerce (EVCM) is a healthcare saas company at the public stage. As of its most recent disclosure (FY2026-Q2), EverCommerce reported a Net Revenue Retention rate of 94% - a below-average result for B2B SaaS at this segment.
EverCommerce's NRR peaked at 99% in FY2024-Q1, 5pp above today's level.
Within its peer set (healthcare saas companies at public stage in the $5k-$25k acv band), EverCommerce's NRR is roughly in line with the cell median of 94%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
Health scores, usage, and time-to-value when disclosed.
Revenue, ARR, and team-size denominators for the productivity ratios.
Forward-booked revenue by maturity. Renewal pipeline visibility.
CS team segments: EverPro (Home Services) · EverHealth (Health Services) · EverWell (Wellness)
CSM model: account-named
Education programs: Service Nation
Top customer exec: Josh McCarter - Leader of EverPro vertical (since 2024)
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Rewards and benefits program for contracting customers to drive penetration and retention.
"Edge is a program... that provides kind of rewards and benefits to some of our customers"
Decentralizing functions like sales, marketing, and product development to be dedicated to the vertical.
"decentralizing functions such as sales, marketing, and product development to be dedicated to each key vertical."
Board committed to a plan to sell the Company’s marketing technology solutions to focus on core verticals.
"On March 5, 2025, the Board of Directors... committed to a plan to sell the Company’s marketing technology solutions"
Building native AI agentic features into platforms and reimagining workflows with agentic AI features.
"We have transformed our own business with an AI-First focus - we are not just bolting on third party capabilities"
Standing up vertical business units for EverHealth and EverPro with enhanced core competencies in CX.
"We entered the year having just begun to stand up the vertical business units for EverHealth and EverPro"
Acquisition of ZyraTalk to provide virtual assistant capabilities with an agentic automation platform.
"The acquisition helps to establish us as an AI-driven innovator, beginning with near-term application in our Home Services"
Acquired AI-powered customer engagement solution to establish EverCommerce as an AI-driven innovator.
"The acquisition helps to establish EverCommerce as an AI-driven innovator, beginning with near-term application"
Prioritizing payment attachment at the point of initial SaaS sale rather than as a separate add-on motion.
"investing in our product capabilities and go-to-market motions to prioritize payment attachment at the point of initial SaaS sale"
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
NRR impacted by the anniversary of prior year price increases in lower ARPU solutions.
"driver of reduced NRR continues to be the anniversary of our price increase in two of our high-velocity"
Marketing technology solutions revenue was below expectations, down 6.7% YoY.
"Our marketing technology solutions revenue was below our internal expectations."
Disclosure controls and procedures were not effective due to a material weakness in internal control over financial reporting.
"disclosure controls and procedures were not effective... due to the material weakness in our internal control"
Divested a business unit that was a detractor to growth and predictability.
"During the year we sold our marketing technology solutions business that had been a detractor to both growth"
Pressure from global developments, inflation, and rising interest rates affecting revenue and demand.
"The macroeconomic climate has seen... pressure from global developments... had and may continue to have an adverse effect"
Material weakness in internal control over financial reporting related to order to cash revenue processes
"identified a material weakness... related to the lack of properly designed controls over certain of our order to cash"
Curated quotes about customer outcomes, retention, renewals.
"The other point on the product that you brought up, something like Edge or the reviews, that's also a retention aspect because the more products that a customer buys from us, that's going to retain them longer and produce a longer lifetime value for us."
"As we've illustrated in past earnings calls, the effect of more customers taking payments or other add-on features and services is higher net revenue retention."
"Our job is to kind of continue to execute down funnel so we can increase revenue and increase retention. As more customers take more products, obviously that grows revenue. The more products an individual customer takes, it significantly increases retention as well."
"In customer service, specifically our customer support operation within mobile solutions at EverPro, we have deployed AI agents within our chat channel that are now resolving between 25% to 50% of all support tickets that come in... We've got customer SAT scores that are above 85%"
"We are expanding our customer success capabilities to boost activation, retention, and wallet share, and we've streamlined and improved our onboarding workflows."
"Enabling customers for multiple solutions remains a key driver of growth for EverCommerce. Multi-solution customers generate higher revenue, demonstrate stronger retention, and expand wallet share over time."
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
EverCommerce appears on 1 of our retention leaderboards.
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| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2026-Q2 | 94% | - | 10-Q-mdna | source ↗ |
| FY2026-Q1 | 95% | 95% | 10-Q-mdna | source ↗ |
| FY2025-Q4 | 96% | 100% | 10-K | source ↗ |
| FY2025-Q3 | 97% | - | 10-Q-mdna | source ↗ |
| FY2025-Q2 | 97% | - | 10-Q-mdna | source ↗ |
| FY2025-Q1 | 97% | - | 10-Q-mdna | source ↗ |
| FY2024-Q4 | 96% | - | 10-K | source ↗ |
| FY2024-Q3 | 97% | - | 10-Q-mdna | source ↗ |
| FY2024-Q2 | 97% | - | 10-Q-mdna | source ↗ |
| FY2024-Q1 | 99% | - | 10-Q-mdna | source ↗ |
| FY2023-Q4 | 93% | - | 10-K | source ↗ |
Generate a live retention report against EverCommerce and your full peer cell. Ungated. Downloadable as PDF.