Creating a ChartMogul account

ChartMogul is a subscription analytics and CRM platform. You can create a new account with a 14-day free trial, add a new account from an existing one, or join your company's account via an admin invitation.

You can sign up using Google SSO or an email address and password. If your company already uses ChartMogul, don't start a new trial—ask an admin to invite you instead.

Here’s what we cover in this article:

Resources and further reading:

What to Decide Before You Sign Up

  • Decide how you want to log in: using single sign-on (SSO) — a method that lets you authenticate with an existing account like Google instead of a separate password — or a standard email address and password.
  • When signing up with Google, you don’t set up a password, but you can assign a password later.
  • By creating a ChartMogul account you agree to the ChartMogul Terms of Service and Privacy Policy.

Setting up a ChartMogul account

If you work for a company that uses ChartMogul, don’t follow the steps in this section. Instead, follow the steps to join an existing account.

If you already have a ChartMogul account and want to use the same email address, you can create a new one directly from ChartMogul.

To create a new ChartMogul account:

  1. Visit our signup page. 

    Screenshot of the Create Your Free Trial page with two signup options: a Sign up with Google button and fields to enter the team member's name, email and password. At the bottom, there's a Next button.

  2. You have two signup options:
    1. To create an account with Google, click Sign up with Google and log into your Google account.
    2. To create an account with your email address, enter your Name, Email, a Password and click Next.
  3. Enter your Company name, Revenue band, Primary currency, and work Phone number.

Screenshot of the Final questions page with fields to enter the company name, revenue band, primary currency, and phone number. At the bottom, there's a button saying Create My Trial.

  1. Click Create My Trial.

Your 14-day trial will start and you’ll be redirected to the ChartMogul dashboard.

Joining your company’s ChartMogul account

To join an existing account, you’ll need an invitation from an admin at your organization. Don’t start a new trial.

To set up an account:

  1. Click Accept invitation in the email inviting you to join ChartMogul.

    Screenshot of an email invitation with a link saying Accept invitation.

  2. You have two signup options:
    1. To set up an account with Google SSO, click Sign up with Google and log into your Google account.

    2. To set up an account with your email address, enter your name and password and click Set my password.

      Screenshot of a page with two signup options: a Sign Up with Google button and fields to enter the team member's name and password. At the bottom, there's a button saying Set my password.

ChartMogul creates your account and either prompts you to set up two-factor authentication or takes you straight to the ChartMogul dashboard.

If you already have a ChartMogul account associated with the same email address, the account you’re joining will automatically appear as a workspace in your Profile menu.

Next Steps for Admins

For admins setting up a ChartMogul account:

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