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Customer success managers

Know who's about to churn, and save them while you still can.

Customer success software for CSMs.

Every customer you own on one ranked list: logins dropped, champion left, invoice overdue, adoption flat. Each one carries the date it started and a reply already drafted.

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What GainTrace does

How does GainTrace spot a customer about to churn?

Your accounts arrive ranked, with the reason attached

You open one list, not 200 accounts. The account at the top is there because something about it is genuinely unclear, and the row already says which signal put it there, so the first decision of the day takes seconds rather than a morning of checking.

Decide with one key, log nothing after

The reply is the decision. You are not writing the email and then recording that you wrote it: the draft is already there, you send it or you change it, and that keystroke is the record.

Nothing to log, because it logged itself

You never type a touchpoint again. The mail you already sent, the call you already took and the meeting already in your calendar are on the account when you open it, which is the half of the job every CS platform quietly hands back to the CSM.

The job

How does GainTrace help customer success managers?

Your accounts arrive ranked, with the reason attached

  • No severity column to keep current, and no saved view to rebuild when your book changes
  • The row carries its own evidence, so you stop opening four tabs to decide whether it is real
  • Anything that is worth knowing but not worth doing sits in Signals instead of your queue
  • The ordering is not yours to configure, and Triage explains exactly how it is derived

Needs you: the reason on the row

Example

One list to open. No triage to do before the triage.

Decide with one key, log nothing after

  • Nothing customer-facing sends itself, so approving is a real decision rather than a rubber stamp
  • Changed your mind a second later? Approvals hold briefly before they commit
  • Rewrite a draft and your version becomes the record, with the original kept beside it
  • Triage specifies the keys, the undo window and what the audit trail keeps

One key decides, five seconds to undo

Example

The work and the record are the same action

Nothing to log, because it logged itself

  • No end-of-week logging session to reconstruct what happened on 200 accounts
  • Pick up a colleague's account and the history is there, not in their sent folder
  • Personal mail stays out: only correspondence with a known account is kept
  • Integrations & Data sets out how the mailbox, calendar and meeting sync work

A meeting landing on the timeline by itself

Example

The timeline is written by the work, not after it

Other teams

Which other problems run on the same account data?

Common questions from CSMs

Ordered by how often this group raises them.

How long does GainTrace take to set up, and what has to be configured first?

Days, not months. You sign up, connect a CRM and whatever else you have (product analytics, billing, support), and your companies arrive as rows you can filter as soon as the first sync lands.

Can I start this myself, or does IT have to approve it first?

You can start alone. GainTrace signup is self-serve, and the mailbox and calendar connections are per user: you authorise your own Google Workspace or Microsoft 365 account with your own login, and only mail matching a known account domain or contact is stored, the rest is discarded without ever being saved.

How much of my week goes into keeping it up to date?

In GainTrace the work you already do is the record. Approving or declining a queued item is one keystroke (A approves, X declines, E opens an email or Slack draft to edit first), and that decision writes itself into an append-only history with your name.

I carry 200 accounts. Does that turn into 200 alerts?

No. GainTrace orders the queue rather than just filling it. 7, with the newest items first inside each band. GainTrace reads the 100 oldest pending items at a time and ranks those, so you work the front of the backlog instead of scrolling all of it.

My team lives in Salesforce. Why would they open another tab?

Nothing gets typed twice. GainTrace reads accounts, contacts, deals and activity from Salesforce, HubSpot and Close, and a connection is read only until you set it to write back, which is a per connection setting with per field mappings you choose.

Our CRM data is not clean. Can I trust what it puts at the top?

GainTrace cannot clean your CRM and will not claim to. The design depends on it less: health, signals and the queue are built from things that arrive on their own, product events, invoices, support tickets, calls and CRM activity.

What does GainTrace cost, and what happens when I add more accounts?

GainTrace is free forever for 25 companies, no card. Above that it is one plan priced by the companies you track: $99 a month for 100, $199 for 250, $299 for 500, $499 for 1,000 and $999 for 2,500, with every feature on every band.

What will our security review find?

A GainTrace workspace is EU resident by default in AWS eu-west-1, Ireland, on every plan including Free, a DPA is included at any tier, the OAuth tokens for your connected sources are encrypted at rest with AES-256-GCM, and SAML single sign-on is on every paid band.

Explore

Related questions, answered.

Plain-language guides from Explore: Customer Success.

Open it once tomorrow morning. Your accounts are already triaged.

Free for 25 companies, no card and nothing to configure, so you can see your own accounts ranked, with the evidence and the draft attached, before you decide anything.

Free to start · no credit card required.

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