A smarter CRM for selling more SaaS

Close more business with smart sequences, trigger retention workflows from billing events, and optimize your entire GTM in a single platform.

View every stage of the customer journey in one place

From free trial to paid subscription, upgrades and renewal conversations.

Easily understand your GTM engine

Leads, pipeline, rep performance, and SaaS metrics – all in one unified platform.

Automations help you craft efficient team workflows

Trigger actions like lead routing, task assignment, and email sequences.

Deliver better customer experiences at scale with ChartMogul CRM

Capture the full subscription lifecycle

ChartMogul combines your lead, free trial, opportunity, and subscription data together in a single platform, making it easy to analyze your entire sales funnel.

Take control of your sales pipeline

Filter Kanban and table views by stage, owner, or type to help you stay on top of the quarter, know when to support key deals, and close more business.

You won’t find another CRM with analytics this good

ChartMogul already powers analytics for thousands of SaaS companies and we drew on all that experience to craft the reporting features in ChartMogul CRM. Segment on any dimension, build custom reports and dashboards, track team performance, set targets, and forecast with confidence.

Work smarter with automations and tasks

Trigger automated workflows to assign new leads, disqualify junk signups, and create tasks to keep your team focused on the right actions at the right time.

Create sequences that drive results

Setup smart sequences that help your team convert your trials, onboard customers, and win back churned accounts.

AI-enrich your leads & customers

Use enrichment to reveal key details about your leads and customers – industry, headcount, location, target market, and more. Help your sales and success teams focus on the right customers faster.

Thoughtful defaults. Total flexibility.

ChartMogul CRM adapts to your business. Customize everything from pipelines and stages to custom fields, email templates, tailored lead lists, Slack notifications, and more.

We treat integrations as seriously as the platform itself

Native integrations with the most popular billing platforms, payment gateways, CRMs, CDPs, data warehouses, productivity tools and apps.

Explore integrations

How ChartMogul uses ChartMogul CRM

Simple pricing, no surprises

Free

For SaaS companies doing founder-led sales.

$0 No credit card required

Pro

For sales, account management and success teams.

$32.50 / seat Per month, billed annually

Frequently Asked Questions

What makes ChartMogul CRM different from HubSpot or Salesforce?

ChartMogul CRM is built specifically for B2B SaaS businesses. Unlike general CRMs, it integrates directly with subscription billing systems (Stripe, Chargebee, Recurly and more) to provide real-time revenue insights, customer segmentation, and pipeline tracking—without expensive add-ons or customizations.

Can I track expansion revenue, churn, and retention with ChartMogul CRM?

Yes. Unlike traditional CRMs, ChartMogul CRM lets you track upgrades, downgrades, churn, and expansion revenue—helping sales and success teams proactively drive revenue growth and reduce churn.

How does ChartMogul CRM improve sales forecasting?

It combines real-time pipeline tracking with real-time revenue data to generate accurate forecasts. Since ChartMogul syncs with your billing platforms, sales leaders get a true picture of expected revenue, deal progression, and customer lifetime value (LTV).

Does ChartMogul CRM integrate with our existing tools?

Yes! ChartMogul CRM seamlessly integrates with over 25 billing platforms, including Stripe, Chargebee, and Recurly, ensuring your subscription data stays in sync. It also connects with popular customer data platforms like HubSpot, Intercom, and Segment, making it easy to align sales and success teams.

For advanced workflows, ChartMogul offers API access for custom integrations and direct connections to your SaaS product. It also integrates with leading data warehouses like BigQuery and Snowflake for deeper revenue analytics.

Explore all integrations on our integrations page.

How easy is it to switch to ChartMogul CRM?

ChartMogul CRM is designed for fast adoption. You can import your existing leads and customers via CSV or connect directly to your billing system to sync data automatically. Most teams get set up within a few hours.

How much does ChartMogul CRM cost?

Pricing is based on team size, with a transparent SaaS-friendly model. Check out our pricing page for details on plans and to try out the free plan before committing.

Is my sales data secure in ChartMogul CRM?

Absolutely. ChartMogul CRM follows GDPR and SOC 2 compliance standards, encrypts customer data, and ensures strict access controls to protect sensitive sales and revenue information. Read more on our security page.

Can I speak to someone to answer a few more questions?

Yes, our team is ready to help! Get in touch with our sales team or send us an email at [email protected]. You can also browse our Help Center at any time.