MCPOne record per customer
GainTrace connects to the tools you already use and stitches the data together into a single record for each customer. Those records are your Companies. The people at those companies are People, and the money side shows up as Revenue. You’ll find all three under the Records section in the left nav. You don’t have to match everything by hand. GainTrace resolves identities across your sources, so in most cases the same account arriving from HubSpot and from Stripe lands on one Company. You can re-run that resolution and see how records were matched under Data > Identity.A health read you can act on
Every Company gets a health score built from the things that matter to your business: how much they use the product, whether that usage is trending up or down, support activity, payment status, and more. Health settles into one of three states, so you can scan a list and know where to look first. You choose the inputs and how much each one counts, so the score reflects the way your team actually thinks about risk.Signals when something changes
When something worth knowing happens, GainTrace raises a Signal. A usage drop, a champion leaving, a failed payment, an expansion opening up: each one becomes a signal. Signals are how the product taps you on the shoulder, so you’re reacting to real changes instead of refreshing dashboards and hoping to catch them. Your queue of what needs attention lives in Triage.Ways to act on it
Spotting risk is only half the job. GainTrace gives you the tools to do something about it:- Flows to automate the repetitive parts, like nudging an owner the moment an account slips.
- Success plans and QBRs to keep bigger accounts on track and show customers the progress you’re making together.
- Trace AI, an assistant you can ask about your accounts. It reads your data and drafts outreach for you to review before anything goes out.
Where to go next
Set up your workspace
For admins getting everything connected.
Your day in GainTrace
For CSMs working their accounts.