Task management has been one of the most requested features since the launch of our CRM.

With Tasks for ChartMogul CRM, you can track and prioritize all tasks associated with your leads, opportunities, and customers. This allows you to stay on top of what needs to be done for every deal, collaborate more effectively with your team, and improve sales performance.

Your team can create tasks for follow-up calls, product demos, email outreach, or meeting arrangements – perfect for sales and account management. Managers can assign tasks to team members based on their expertise, workload, or availability. Learn more.

Our new Bulk Import API endpoints enable you to import multiple customers, plans, invoices, line items, transactions, and subscription events with a single API query. This endpoint is a great alternative to importing data via Import API's single-object endpoints.

The Bulk Import endpoint is particularly useful when:

• You only want to import data, without listing, updating, or deleting objects
• You need to import many objects at once (e.g. more than 100)

In addition to the Bulk Import API, you can track the status of bulk import requests using the Track Import Status API.

Improvements

• The Create Customer and Update Customer Import API endpoints now support the creation/update of a Primary Contact.

Fixes

• We recently resolved an issue where subscription cancellation for merged customers would be removed after a resync.
• Filtering subscription events by customer external ID now works for the Subscription Events API endpoint.
• We have resolved an issue in our Chargebee integration that prevented the import of some customers with one-time charges.
• The bug that prevented the processing of webhooks for discounted invoices in Chargebee integration has been fixed.
• We fixed an issue with CMRR events in our Chargebee integration. Previously, invalid subscription created events were not retracted, but this has now been resolved.