ChartMogul CRM implementation guide

ChartMogul CRM is a customer relationship management tool built into ChartMogul that helps SaaS teams manage leads and accounts in one place. It supports two main workflows:

• Inbound sales – Review new leads and quickly identify, prioritize, and contact them to close deals.
• Account management – Manage strategic relationships with high-value accounts to drive product adoption, training, and renewals.

This guide walks you through the steps to migrate your data, import new leads, and configure your ChartMogul account.

1. Plan the implementation

Assign a dedicated project manager to oversee the project and keep stakeholders informed. Create a plan that details the following:

Timeline – Determine a plan to roll out ChartMogul CRM to your team and if your business will migrate all data at once or over a specified period of time.

Responsibilities – Assign tasks to each team member, such as importing data, staff training or configuring your account.

Milestones – Set key dates and goals, such as when your sales team will begin using CRM and metrics you’ll use to measure success.

2. Prepare to import your data

To use ChartMogul CRM, you’ll need to import the following data points:

• Customers – The unique ID and name of the companies your business has a relationship with (as leads or subscribers).
• Contacts – The name, job title and contact details for the individuals who work for the companies of your leads and subscribers.
• Notes – Text of commercially relevant account notes, such as information gathered during the discovery call.
• Opportunities – Details of existing active opportunities.

When a lead or subscriber is imported, ChartMogul creates a customer record — a single profile that stores all contacts, notes, and opportunities for that company — and links everything to it.

To prepare your business’ data for an import:

1. Confirm the location of your data – Identify external locations of your data before importing it to ChartMogul. This could be in an existing CRM, a billing system, a database or CSV files.
2. Determine your import method(s) – Each location where your business stores data is added in ChartMogul as a source (a connected data origin, such as a CRM or billing system). For example, to import lead data from your database, add a custom source and build an integration using the API. To import subscriber data from Stripe, add Stripe as a source. Learn more about importing data for ChartMogul CRM.
3. Clean your data – Ensure data is up-to-date, delete duplicate or outdated data and ensure data is formatted properly for the import method(s) you’ll be using.
4. Review or configure the merge automation – Review any default automations in your account. Configure or create an automation to merge duplicate customer records.

3. Import historical data in bulk

Migrate data from an existing CRM or import historical customer, contact, and notes data that's commercially valuable to your business. A few things to keep in mind:

• Import additional data points as custom attributes to get deeper insights.
• Don't import historical opportunities. Instead, review default pipelines and add only existing active opportunities.

To import data in bulk, use one of our integrations with HubSpot, Intercom or Segment. Or, build an integration using our API or import data using flexible CSV.

A customer’s info, contacts, notes and opportunities must be in the same source for ChartMogul to accurately create a customer record. Learn more about import methods in Getting started with importing data for ChartMogul CRM.

4. Set up a process to import new data

Once you’ve imported historical data, connect HubSpot, Intercom or Segment if your leads are stored in one of these systems. Or, build an integration using our API to have ChartMogul import new leads or trials automatically from any system.

Use the following API endpoints to import and update lead data:

• Create a Customer – To create a new customer record. Optionally, add additional data points as custom attributes.
• Create a Contact – Add a contact to an existing customer record.
• Update Customer's Custom Attributes – Update the additional data points you’ve added as custom attributes.

The following optional endpoints may also be useful:

• Merge Customers – When the same customer is imported to multiple sources, use this endpoint to create a single customer record.
• Update a Contact – When your business receives updated information about a contact, use this endpoint to update their information in ChartMogul.

Review the documentation for each endpoint: Customers, Contacts, Notes and Opportunities.

5. Configure and Customize Your Account

Once you’ve imported historical data and set up a method to import new data, configure your account:

Email

• Connect your email to send and manage sales conversations in ChartMogul.
• Add relevant email addresses or domains to the blocklist.
• Create email templates to save time and ensure consistent messaging.

Dashboards and customer lists

• Review the default dashboards and customize them for your team.
• Review the default saved customer lists or create a customer list.

Automation and workflows

• Set up AI enrichment to enhance your leads with key business details.
• Work smarter by creating automated workflows for lead routing, opportunity creation, and more.
• Create sequences to guide leads and convert them.

6. Train your team

Once you’ve configured your account and are familiar with CRM workflows, add your team members.

Train your staff and stay available for follow-up questions. Use the CRM user guide as a training resource, or contact support if you need help.

7. Monitor and optimize

After you go live, monitor your CRM's performance. Gather feedback from your team, adjust your setup as needed, and review your processes regularly to keep them aligned with your goals.

Next Steps: Explore CRM Reports

Familiarize yourself with the Leads and Conversion reports as well as Deal Stage Probability Forecast and Forecast Category Report.