A plan for every step of your SaaS journey

Compare your performance with the most current SaaS performance benchmarks available on the market.

Customize dashboards for each team displaying their real-time performance and progress to goal.

A comprehensive set of core reports, right out of the box, including ARR, LTV, retention and churn.

Track individual MRR movements, see the impact of forex fluctuations on MRR, and scheduled expansion, contraction and churn events.

Better understand retention and churn based on when customers subscribed.

Visualize key subscription metrics geographically using heat maps.

Segment any of your metrics by plan, location, customer type and other dimensions.

Build and share custom reports.

Add more data points to customers and contacts like lead source, industry, and role.

Opt-in for daily, weekly or monthly summaries of your SaaS performance.

Automatically import subscription data into ChartMogul where it will be converted into SaaS metrics. Note: you can add as many third-party integrations as needed.

Import leads and trials, or extend segmentation by enriching customer records from HubSpot, intercom, Segment, Zapier, and more.

Push updates and data to Slack, Intercom, or use our webhooks.

Schedule exports of both normalized data and computed metrics to your data warehouse, cloud storage service or via email.

Add, update and retrieve various object types, metrics and reports, and use our bulk endpoint for more efficient upload of large datasets.

Upload your customers and billing data, and export a range of metrics and detailed reports such as MRR per customer per month.

Export and email MRR movements, customers, custom attributes, and tag data as CSV on a scheduled basis.

Messy billing data shouldn’t mean inaccurate reporting. With ChartMogul you can quickly identify and remedy data issues directly in your account.

Control when to recognize churn, how refunds should be handled, what to do with delinquent subscribers, and much more.

Create automated workflows by defining triggers, conditions, and actions.

Contact, update and bulk edit leads.

Create, update and close new business, expansion and renewal opportunities.

Save dynamic and static lists of leads, opportunities, and customers for visibility and bulk editing.

Stay on top of follow ups by creating tasks for yourself and others.

Connect your email account to automatically sync email conversations to the correct customer records in ChartMogul.

Save time on repetitive emails by creating email templates with placeholders.

Remove the “Sent from ChartMogul” branding stamp from the footer of your outgoing emails.

See the team’s opportunities sliced by stage, owner and forecast category.

View your team’s open and overdue tasks across leads and customers.

Add dashboards for sales and account management showing targets, activity, leaderboards, forecast and more.

A comprehensive view of a customer’s history including opportunities, tasks, email threads, notes, calls and payments.

Create automated workflows by defining triggers, conditions, and actions.

Define the types of opportunities available in your account: new business, renewals and more.

Define each stage of an opportunity’s lifecycle from open to close.

Add your own attributes to customer, contact and opportunity objects.

Automatically import and update leads and contacts from Hubspot, Segment, Intercom and Stripe.

Add, update and retrieve various object types, metrics and reports.

Bulk upload or download leads and customer information, and migrate historical activity including notes.