ChartMogul CRM is built for B2B SaaS businesses looking to streamline their sales process. Easily track opportunities through sales pipelines and view subscription metrics in one place — no more duplicating customer data across yet another system. ChartMogul CRM comes with three free seats so you can start increasing sales efficiency right away.

ChartMogul CRM:

• Helps sales teams stay committed to their buyers at each stage of their evaluation and purchase process
• Makes it easy to manage communication with decision makers
• Gives sales leaders the tools to forecast and measure team performance

Here’s what we cover in this article:

• Overview
• Before you begin
• ChartMogul CRM setup guide

Overview

To use ChartMogul CRM, you’ll need to set up lead tracking. ChartMogul creates a customer record when a lead is imported. Then add contacts to your customer records (both leads and paid subscribers). You'll need to use a custom data source to store contact data.

It’s important to familiarize yourself with the components ChartMogul CRM uses:

Lead tracking

Each potential customer begins their relationship with your business as a lead. To manage sales using ChartMogul CRM, confirm and understand the method(s) your business is using to import lead data.

Custom data sources

Identify a custom data source to import contacts by navigating to Data Platform > Sources and locating a Custom Source.

If you’re importing subscription data via our Import API, use the same custom data source to add leads and contacts.

If you’re importing subscription data using a different method (such as a supported billing system integration), you’ll need to create a new custom data source.

Adding contacts

A contact is an individual who works for a company with a current or past relationship with your business. It’s essential to add contacts’ name and email data to use ChartMogul CRM.

Before you begin

• To access ChartMogul CRM features, assign CRM seats to yourself and your users.
• Confirm the billing system(s) your business uses.
• Confirm and understand where your business is storing contacts, as you’ll need to import their names and emails into ChartMogul. For example, if most of your leads take the form of free trials, then your contacts are likely your app's users (typically stored in your SaaS’s backend database).

ChartMogul CRM setup guide

The method you’ll use to import contacts depends on how your business imports leads:

• My business isn’t currently importing leads into ChartMogul
• My business already imports leads using a supported billing system integration
• My business imports leads using a custom data source (e.g. via the Import API)

My business isn’t currently importing leads into ChartMogul

If you’re using one of our supported billing system integrations and your leads aren’t being imported:

1. Add a custom data source by navigating to Data Platform > Sources > ADD A SOURCE. Then, select Custom Source. Create a name and click Next.
2. Follow this developer tutorial to set up lead tracking.
3. Then, using the same custom data source, import your contacts.

If you built a custom integration using the Import API to enable subscription analytics, but aren’t yet importing leads:

1. Set up lead tracking using your existing custom data source.
2. Import your contacts to the same custom data source.

My business already imports leads using a supported billing system integration

If ChartMogul automatically imports all your leads from one of our supported billing system integrations (e.g. Stripe, Braintree, etc), it isn’t possible to add contacts to the same source. However, ChartMogul automates and simplifies the process.

To add contacts:

1. Add a custom data source by navigating to Data Platform > Sources > ADD A SOURCE. Then, select Custom Source. Create a name and click Next.
2. Import contacts using the custom source you added in step 1 (defined as data_source_uuid in the API) and not the billing system source that the customer belongs to.

My business already imports leads using a custom data source (e.g. via the Import API)

If you’re importing your leads using a custom data source (e.g. via an integration you’ve built using the Import API), import contacts to your existing custom data source.

Next Steps

• To import contacts’ email history and manage sales conversations in-app, connect your email account. ChartMogul imports emails from your Gmail account by matching them with contacts based on their email address.
• Sales pipelines keep opportunities organized through each stage of a sale. Review the default pipelines ChartMogul offers to see if they’ll fit the needs of your business.