Guides for getting set up and running customer success on GainTrace.
New here? Start with the tour below and pick the path that fits you. If you already know what you’re after, use search at the top of the page or jump straight to the section you need.
What GainTrace does
A quick, plain-language tour of the product and the ideas behind it.
Set up your workspace
For admins: connect your data, invite your team, and get health scores flowing.
Your day in GainTrace
For CSMs: triage your accounts, dig into a company, and stay ahead of renewals.
Stuck on something? Open the help menu inside GainTrace and choose Contact Support. We’re happy to help.
MCP