What is ChartMogul?

ChartMogul delivers comprehensive subscription analytics and CRM capabilities designed specifically for B2B SaaS teams. By merging commercial data and customer management, the platform empowers organizations to track recurring revenue, automate reporting, and gain actionable insights that fuel decision-making and growth. The intuitive dashboards provide at-a-glance access to key performance metrics, while advanced segmentation and integration with popular billing and CRM services ensure data accuracy and streamlined workflows.

Business leaders, sales professionals, and data analysts benefit from real-time tracking of targets, sales pipeline management, and the ability to visualize and analyze performance across teams. ChartMogul's automations, custom reporting, and secure data management features make it a critical tool for scaling SaaS businesses and optimizing revenue operations at every growth stage.

Features

Real-Time SaaS Metrics: Instantly track core SaaS metrics including MRR, ARR, LTV, retention, and churn.
Custom Dashboards: Build personalized dashboards for different teams with real-time performance and progress tracking.
Advanced Segmentation: Segment metrics by plan, location, customer type, and other dimensions for deeper insights.
Subscription Billing Integrations: Effortlessly connect with Stripe, Hubspot, Intercom, Chargebee, BigQuery, and more.
Automated Reporting: Schedule email summary reports and automate workflows using built-in triggers and actions.
Cohort Analysis: Analyze retention and churn based on customer sign-up date cohorts.
Sales Pipeline CRM: Nurture leads, manage opportunities, automate tasks, and track sales team performance.
Comprehensive Data Management: Audit, edit, and control customer and billing data, with CSV import/export.
Security & Compliance: SOC 2 and GDPR compliant with SSO, two-factor authentication, and role-based permissions.
Mobile Apps: Access analytics and CRM data on iOS and Android devices.

Use Cases

Track and benchmark SaaS business performance metrics in real time.
Monitor recurring revenue, retention rates, churn, and growth trends.
Automate subscription data reporting for investors and internal stakeholders.
Segment customers to identify high-value accounts and optimize upsell strategies.
Manage and nurture sales leads, opportunities, and customer relationships.
Forecast revenue and compare performance against industry benchmarks.
Integrate billing, CRM, and analytics data for improved decision making.
Visualize key performance indicators over time with customizable, shareable dashboards.

FAQs

Does ChartMogul have a free trial?

Yes, ChartMogul offers a 14-day free trial for Subscription Analytics. The CRM offers a free plan with 1 seat, but does not include a free trial for premium features.
What billing and CRM platforms can ChartMogul integrate with?

ChartMogul integrates with major platforms including Stripe, Hubspot, Chargebee, BigQuery, Snowflake, Intercom, Segment, and many more.
Is there a startup discount program?

Yes, eligible startups can receive a $50 monthly discount for the first year on the Subscription Analytics plan.
Does ChartMogul provide migration and integration support?

Yes, ChartMogul's customer success team offers data migration and integration services, with advanced assistance available for complex setups.
How does ChartMogul ensure data security?

ChartMogul is SOC 2 and GDPR compliant and offers features like SSO, two-factor authentication, and role-based permissions for enhanced security.