Never open a customer call unprepared again.
Account management software.
Every account is a row: health, ARR, people, owner, last touch. Filter it, reassign an owner inside the row, and save the slice you built as a view you reopen tomorrow.
How does GainTrace run account management?
Work Every Account From One List
The companies list is every account you own, eleven resizable columns wide, with Health, ARR, People, CSM and Last updated as columns you sort and filter in place.
Everything on the Account, on One Page
ARR, MRR, Health, Renewal in days, People and Last active are pinned above the tab bar and stay put as you move, so switching tabs never moves the numbers you came for.
The Account Plan That Keeps Reporting Back
Every step in a plan carries a side, ours or theirs, and its own visibility: shared, name only or internal.
How does GainTrace help a CSM run every account?
Work Every Account From One List
- Eleven resizable columns: Company, Domain, Industry, Health, Activity, People, ARR, Products, CSM, Sources, Last updated
- Reassign an owner in the row, or tick the header box and reassign all 20 at once
- Health and My companies filter every account; and/or rule groups refine the page
- Save the arrangement as a named view in your browser, so it is there tomorrow
- Export the 10-column CSV of the rows on screen, so the sheet is an output, not the record
Reassign the owner inside the row
ExampleFilter, sort, reassign and export without leaving the list
Everything on the Account, on One Page
- Nine tabs on one route: Overview, Intelligence, Activity, Conversations, Issues, People, Plan, Revenue, Replays
- The right rail holds Team, Record Details, every connected Source and open Signals
- Tasks bucket into Overdue, Today, This Week and Upcoming, each row linked to its account
- Watch a champion and their LinkedIn profile is re-checked every 7 days for a departure
Everything on the account, pinned above the tabs
ExampleARR, MRR, Health, Renewal and Last active pinned above the tabs
The Account Plan That Keeps Reporting Back
- Every step carries a side, ours or theirs, and a visibility: shared, name only, internal
- The customer link opens with no login and no seat, and can be locked with a passcode
- Let the customer tick their own steps; ticks on your steps or internal steps are refused
- The header reads "Customer opened it 3x this week", or "has not opened it yet"
The plan reporting back from the customer's side
ExampleEvery open is written to the account and counts as activity
Which other problems run on the same account data?
Common questions about account management
Ordered by how often it comes up.
Do we need a CS Ops admin or a consultant before anyone can see their accounts?
How long before every account is actually in there and usable?
Will we still end up exporting to a spreadsheet for the cross-account view?
Can sales, support and our execs see an account without us buying them seats?
Is the success plan a real instrument, or a blank text box?
Does this just become another system to keep open next to the CRM?
Will my CSMs actually use it, or will it read as data entry for management?
Where does our customer data live, and are you SOC 2 certified?
Explore
Related questions, answered.
Plain-language guides from Explore: Playbooks & Operations.
- How Do I Track Tasks Across Hundreds of Customers?
- How Many Accounts per CSM Is Too Many?
- What Goes in a Mutual Success Plan Template Customers Keep Using?
- What Is the Best Shared Inbox for Pooled Customer Success?
- When Should Customers Contact CSM vs Support?
- Who Should Own Renewals, Sales or Customer Success?
- How Do I Handle Activity Metrics as a CSM?
Run every account from one page.
Connect your CRM and every account you own lands as a row with its people, owner and last updated already filled.
Free to start · no credit card required.