A CRM seat allows your team to send emails, create opportunities, and view CRM reports. Before upgrading to CRM Pro, try ChartMogul CRM with a free CRM seat.

When using ChartMogul CRM with a free seat, ChartMogul adds “Sent from ChartMogul” to emails sent using the app interface. To remove this, upgrade to CRM Pro.

Here’s what we cover in this article:

• Managing CRM seats
• Adding CRM seats

Before you begin

• Confirm your business is tracking leads and adding contacts.
• Ensure team members who conduct sales activities are Admin or Staff users.

Managing CRM seats

You’ll need to be an Owner or Admin to manage CRM seats for other users:

Assigning

To assign a seat and grant a user CRM permissions, navigate to Settings & Data > Admin > Users, and click the CRM Seat toggle to On for the relevant user.

Deallocating

To remove a user’s seat, navigate to Settings & Data > Admin > Users, and click the CRM Seat toggle to Off for the relevant user.

ChartMogul revokes the user’s CRM permissions and they cannot be assigned new opportunities. However, their opportunity and email history is retained and they can continue working existing opportunities.

Adding CRM seats

You’ll need to have a ChartMogul subscription and be the account Owner to purchase CRM seats.

Upgrading to CRM Pro

To upgrade to CRM Pro:

1. Navigate to Settings & Data > Admin > Billing.
2. Click UPGRADE TO CRM PRO.
3. Enter the number of seats in the Number of seats field.
4. Click CONFIRM ADD-ON PURCHASE.

ChartMogul deallocates free seats and gives you the option to remove “Sent from ChartMogul CRM” in emails.

Adjusting CRM Pro seats

After upgrading to CRM Pro, you may need to adjust the number of paid seats:

1. Navigate to Settings & Data > Admin > Billing.
2. Click Adjust CRM seats.
3. Update the number of seats in the Number of seats field.
4. Click CONFIRM ADD-ON PURCHASE.

Next Steps

Review the default pipelines ChartMogul creates to see if they’ll fit the needs of your business.