Run a proactive CS team. See exactly where to step in, and why.
The customer success platform for early-stage SaaS.
See ARR at risk, NRR and GRR by segment, and whose accounts are slipping. Live from your CRM and billing, with nobody hired to maintain it.
How does GainTrace show a CS leader where to step in?
Your Health Score Runs Before You Configure It
Every workspace is provisioned a scoring profile at creation, so accounts carry a 0-100 score from the first sync, with bands at 70 and 40 and the CSM's own pulse weighted heaviest at 30.
Walk Into The Board Meeting With Live NRR
Boards ships eight prebuilt dashboards, three of them written for leadership and grouped under For leaders. Retention Overview opens with NRR, GRR and ARR against the prior period, the ARR waterfall, and retention by segment.
No CS Ops Hire, No Implementation Partner
The work a long build normally does up front ships as defaults: 19 built-in signal types with live thresholds, four starter tracks on the Revenue board, and eight prebuilt boards.
How does GainTrace help CS leaders?
Your Health Score Runs Before You Configure It
- Nothing to argue into existence before the first board is worth showing your CEO.
- ARR at risk is a number on day one, not a project that reports in a quarter.
- An account nobody can score yet reads Unknown, so your coverage gap is visible rather than dressed as a green score.
- Customer Health sets out the weights, the renormalisation and what feeds each dimension.
The scoring profile, created with the workspace
ExampleChange the mix in one drag, not a re-implementation.
Walk Into The Board Meeting With Live NRR
- Retention Overview: NRR, GRR and ARR against the prior period, over 12 months.
- The waterfall splits ARR into new, expansion, reactivation, contraction and churn.
- Team & coverage: one row per CSM with account count, ARR, at-risk ARR and 90-day renewals.
- Every widget exports to CSV and every aggregate drills to the accounts behind it.
Net revenue retention, live
ExampleEight prebuilt boards. Three written for leadership.
No CS Ops Hire, No Implementation Partner
- No CS Ops req to open, no implementation partner to book, no statement of work to sign.
- Nineteen risk signals arrive already switched on, each with a preset you can accept in one click.
- Every account carries a dated trend, so a board comparison is a real period, not a snapshot.
- Priced by companies tracked, not seats: members and viewers are never billed.
Nineteen signals, one click each
ExampleNo admin to hire, no partner to book, no rules to author.
Which other problems run on the same account data?
Common questions from CS leaders
Ordered by how often this group raises them.
What does this actually cost to own, once implementation and services are added in?
What actually happens on the 30-minute demo?
Do we need a CS Ops or admin hire to run it, and what happens when the person who set it up leaves?
How long before we see something real, and what happens on day one?
Will my CSMs actually use it, or is it one more system they have to update?
What if we set the scoring up wrong? Re-doing a configuration costs more than the first build.
Will it work at our size, and does giving sales, finance and the exec team access cost extra?
What do I take to the board, and what do I have to build to get it?
What is the best customer success platform for an early-stage B2B SaaS startup?
Which customer success platform has the best automation for preventing revenue churn?
Can we run this on a startup budget under $10k a year?
Explore
Related questions, answered.
Plain-language guides from Explore: Customer Success.
- Build vs Buy Customer Success Platform: Which Should We Do?
- When to Buy Customer Success Software, and When Is a Spreadsheet Enough?
- How Do I Choose a Customer Success Platform With a Team of Three?
- How Long Does a Customer Success Platform Implementation Take?
- How Do I Start Building a Customer Success Function From Scratch?
- How Do I Measure Customer Success Team Impact for a CEO and CFO?
- How Does Scaling Customer Success Without Hiring Work at 1,000 Accounts?
- How Many Accounts per CSM Is Too Many?
Run every account on a live health score within days, with no admin to hire.
Connect CRM and billing, and the scoring profile every workspace is created with starts rating your accounts on the next refresh, with the exec retention board one click behind it.
30 minutes · a real workspace, not a slide deck.