Close deals. Retain and grow accounts
ChartMogul’s native CRM capabilities work alongside your subscription and revenue data to help sales and success teams understand every account, close more opportunities, and retain more revenue.
"We don’t have a separate CRM. We use ChartMogul to track who brought in each sale, keep notes and follow-ups for larger accounts, and see how those customers are performing. It gives the whole team the context we need without adding another system."
Esteve Castells, Co-CEO & Co-Founder, LLM Pulse
Everything about every customer, finally in one place
Everything you need to know about a customer, in one place. See what they pay, where they are in the pipeline, and every conversation, task, note, and subscription change.
No jumping between tools. It’s faster, and simply nicer to work this way.
Keep deals moving with a clear view of your pipeline
Momentum is everything. ChartMogul gives teams a clear view of every opportunity in motion — so they can prioritize the right accounts, spot bottlenecks, and keep deals moving forward.
Build a pipeline for every motion — trial conversion, sales-led upgrades, and beyond — each connected to the customer's live subscription data. Switch pipelines in a click.
From closed-won to renewal and expansion
Most CRMs stop when a prospect becomes a paying customer. ChartMogul helps you manage everything that comes next, with pipelines for onboarding and renewals. See which accounts need attention, what revenue is at risk, and where there is room for growth.
-
Renewal pipeline – see every upcoming renewal with a clear owner and timeline.
-
Reminders – keep every renewal opportunity moving without the manual work.
-
Communicate in context– reach customers and manage follow-up alongside their live revenue and usage data.
Automate the work behind revenue growth
With revenue, subscription, and usage data already in ChartMogul, you can turn customer signals into action.
Trigger automations when a trial starts, MRR crosses a threshold, a renewal approaches, a cancellation is scheduled, or a payment fails.
Assign tasks, enroll contacts in sequences, notify teammates, and route leads automatically.
AI that connects the numbers to the customer conversations behind them
Your team captures valuable context every day – emails, notes, renewal conversations, cancellation reasons, competitor mentions. ChartMogul turns this into answers: why deals stall, why customers churn, what's blocking conversions this quarter.
Opportunity status
Strong interest, but currently blocked on security review.
| Detail | Status |
|---|---|
| Potential value | $18,000 ARR |
| State | Security review |
| Decision date | August 14 |
| Win likelihood | 72% |
The buyer has completed the trial, involved procurement, and confirmed budget. Their main concern is SSO and data residency documentation.
Next step: Send the security pack and schedule a technical review this week.
Why opportunities didn’t close
| Reason | Deals | Pipeline |
|---|---|---|
| Price / budget | 31 | $295k |
| Bad timing | 22 | $227k |
| Missing feature | 16 | $185k |
| Chose a competitor | 13 | $214k |
Price was most common, but competitor losses carried more value per deal.
Re-engage timing-related losses and strengthen the ROI case for larger prospects.
Competitors cited most often
| Competitor | Mentions | Most common reason |
|---|---|---|
| PeopleFlow | 18 | Broader HR suite |
| Teamnest | 14 | Easier implementation |
| HumaWorks | 9 | Lower price |
| StaffPilot | 7 | Better payroll integrations |
PeopleFlow and Teamnest accounted for over half of all competitor mentions.
Most losses were driven by product breadth and ease of setup, not core functionality.
Leads most likely to convert
| Account | Likelihood | Strongest signal |
|---|---|---|
| CloudDesk | 91% | Invited 14 teammates |
| MetricLoop | 86% | Connected payroll and SSO |
| Flowstack | 79% | Used 4 core workflows |
| LaunchPilot | 72% | Viewed pricing repeatedly |
CloudDesk is the strongest candidate: usage has increased every week, three departments are active, and the buying team has already reviewed annual pricing.
Prioritize outreach to CloudDesk and MetricLoop while engagement is high.
Everything you'd expect from a CRM. Plus the revenue data no other CRM has
Why leave ChartMogul just to act on what you already know? Build pipeline, send emails, create tasks, and run sequences alongside your revenue and usage data.
-
Opportunities
Deal records with custom fields for whatever you want to track.
-
Custom pipelines
A stage for every step from trial to paid – or renewal to close.
-
Sales forecasts
Project what will close from live pipeline and renewal data.
-
Tasks
Every next step has a clear owner and due date.
-
Sequences
Multi-step follow-up that runs on schedule, hands-free.
-
Team performance
Targets, leaderboards, and activity, with attainment measured against actual MRR.
-
Automations
Automate the next step: enroll contacts, assign tasks, notify teammates, and update records.
-
AI enrichment
Fill in records with firmographic data, automatically.
-
Notes & call logs
Every conversation captured on the account record.
-
Collaboration
@mention teammates and keep every discussion attached to the right record.
-
HubSpot connection
Two-way sync with the CRM you already use – subscription data included.
-
Slack integration
Celebrate closed-won deals and ARR growth in Slack.
"ChartMogul gives us a much clearer view of where sustainable growth comes from. We can identify the customer segments with the strongest retention and LTV, separate true product-led expansion from managed growth, and use those insights to sharpen our targeting and product roadmap. Instead of spending marketing budget to fuel churn, we can invest in growth that compounds over time."
Duane Dufault, CRO, Time Doctor