Gross Retention excludes expansion - it shows pure churn / contraction loss. The gap between NRR and GRR is the expansion lift.
Peak NRR of 99.0% in FY2024-Q1. Latest is 96.0% - that's -3.0pp from peak.
EverCommerce is above the Healthcare SaaS Public median by +0.0pp (cell median: 96%)
EverCommerce (EVCM) is a healthcare saas company at the public stage. As of its most recent disclosure (FY2025-Q4), EverCommerce reported a Net Revenue Retention rate of 96.0% - a below-average result for B2B SaaS at this segment.
EverCommerce's NRR peaked at 99.0% in FY2024-Q1, 3pp 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 96%. 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.
CS team segments: EverPro · EverHealth · EverWell
CSM model: account-named
Education programs: Service Nation
CCO: 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).
Building native AI agentic features into platforms and reimagining workflows with significant investments.
"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 to enhance core competencies in customer experience.
"We entered the year having just begun to stand up the vertical business units for EverHealth and EverPro"
AI-driven documentation tool reducing documentation time per visit and surfacing clinical insights.
"Marketed as EverHealth Scribe to customers, it has already received a 99.1% satisfaction rate."
Acquisition and integration of ZyraTalk to provide voice AI reception and agentic capabilities.
"The acquisition of ZyraTalk was a step function move towards this goal"
Acquisition of an AI agentic platform to automate customer engagement and workflows.
"The most exciting development of the quarter was the strategic acquisition of Zyratok, a best-in-class AI agentic platform"
Program focused on narrowing focus to core SaaS and payments while expanding margins.
"As we continue to execute EverCommerce's transformation optimization program... narrowing our focus to core SaaS"
Prioritizing payments attachment at the point of initial SaaS sale to drive higher retention.
"we are making specific investments... to prioritize payments attachments at the point of initial sale."
Deployment of AI agents in chat channels to resolve support tickets.
"deployed AI agents within our chat channel that are now resolving between 25% to 50% of all support tickets"
Challenges acknowledged by management. Useful peer signals — your team is probably not alone.
The marketing technology solutions business 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"
Payments revenue from other solutions declined about 6.5% year-over-year.
"payments revenue from other solutions, which declined about 6.5% year-over-year"
Softness in the rebate/group purchasing program due to HVAC sector macro factors and tariffs.
"partially offset by macro and tariff-related impacts in our more usage-based revenue stream, such as rebates"
Lower growth in legacy payment products offsetting higher growth in top solutions.
"higher TPV growth in our top solutions, offset by lower growth in legacy payment products."
Monitoring potential impacts of macro volatility and tariffs on SMB customer spending.
"We obviously are monitoring it daily with the volatility in the macroeconomic environment"
SMB customers resisting the transition to integrated digital solutions.
"one of the largest friction points we've seen across all of our time dealing with SMBs is just inertia of change"
Curated quotes about customer outcomes, retention, renewals.
"enabling customers for more than one solution is the first step in the funnel that leads to increased revenue, retention"
"we've really focused on an integrated sales motion when we think about core systems of action with integrated payments"
"Customers that purchase and utilize more than one solution are naturally some of our most profitable and stickiest."
"putting customer success resources into the ground to follow up on... how do we expedite and drive additional utilization"
"the more products that a customer buys from us, that's going to retain them longer and produce a longer lifetime value"
"Enabling customers for more than one solution is the first step in the funnel that leads to increased revenue retention"
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| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2025-Q4 | 96.0% | 100.0% | 10-K | source ↗ |
| FY2025-Q3 | 97.0% | - | 10-Q-mdna | source ↗ |
| FY2025-Q2 | 97.0% | - | 10-Q-mdna | source ↗ |
| FY2025-Q1 | 97.0% | - | 10-Q-mdna | source ↗ |
| FY2024-Q4 | 96.0% | - | 10-K | source ↗ |
| FY2024-Q3 | 97.0% | - | 10-Q-mdna | source ↗ |
| FY2024-Q2 | 97.0% | - | 10-Q-mdna | source ↗ |
| FY2024-Q1 | 99.0% | - | 10-Q-mdna | source ↗ |
| FY2023-Q4 | 93.0% | - | 10-K | source ↗ |
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