> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gaintrace.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What GainTrace does

> A plain-language tour of the product and the ideas behind it.

GainTrace pulls all of your customer data into one place and helps you act on it. Instead of hopping between your CRM, your product analytics, your billing tool, and a spreadsheet of renewal dates, you get one view of each customer and a clear read on how they're doing.

Here's the shape of it.

## One 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

<CardGroup cols={2}>
  <Card title="Set up your workspace" href="/help/getting-started/for-admins">
    For admins getting everything connected.
  </Card>

  <Card title="Your day in GainTrace" href="/help/getting-started/for-csms">
    For CSMs working their accounts.
  </Card>
</CardGroup>
