ChartMogul CRM Setup Guide

You’ll need to be an Admin or Owner in your ChartMogul account to set up CRM.

ChartMogul CRM is built for B2B SaaS businesses looking to optimize their sales efforts. 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 improving sales efficiency right away. Read our launch announcement.

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

Before you begin

Setting up ChartMogul CRM

If you need help setting up ChartMogul CRM, we’ll be happy to walk you through the configuration process.

Book a Setup Call

To use ChartMogul CRM, you’ll need to import leads to create customer records. Then, add contacts to customer records.

If you use one of the following integrations, ChartMogul automatically imports leads and contacts:

For all other integrations and sources, the method you’ll use to import contacts depends on how your business imports leads:

How do I check if my business is importing leads into ChartMogul?

ChartMogul may import leads automatically from your integration. To confirm you’re importing leads to ChartMogul, review customer records or your Leads chart. You’ve likely set up lead tracking when many customer records have no subscription history. These records will have one of the four lead statuses: New Lead, Working Lead, Qualified Lead, or Unqualified Lead. When your account is importing leads, you’ll see these reported in the Leads chart.

My business isn’t importing leads into ChartMogul

If you’re using an integration for Subscription Analytics which doesn’t import leads:

  1. Add a custom source by navigating to Data & Config > Sources > Add Source. Then, select Custom Source. Create a name and click Next. Alternatively, use the default My data custom source if your account has one.
  2. Using the custom source, import leads and contacts using our API, or bulk import customers (leads) and contacts using flexible CSV import.

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

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

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

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

Next Steps

 

 

 

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