Email Recaps, and CSV Importer for Customers & Contacts – June 25th, 2024

Last week, we released long-awaited email recaps that summarize your daily, weekly or monthly business health. Email recaps include:

  • Your account summary: ARR, MRR, subscribers
  • Business health: leads, trials, and MRR movements
  • Top MRR gains and losses of the period
  • Accounts that are approaching their annual renewal

To start getting recaps or to change the frequency of your notifications from ChartMogul, go to Profile > View Profile > Notifications.


New CSV importer for Customers and Contacts 

A few weeks ago, we introduced a new flexible CSV importer. You can now effortlessly import customer and contact data, or enhance your current records using CSV.

With this CSV importer, you can:

  • Add customer and contact data in bulk
  • Enrich your data with custom attributes, notes, and call logs
  • Import leads for ChartMogul CRM


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