ChartMogul
Subscription analytics and revenue-recognition platform for SaaS: import billing data and query MRR, ARR, churn, LTV and other metrics.
Three ways to use ChartMogul
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with ChartMogul.
Add a Contact to a Customer
Create a contact attached to a customer.
Add Custom Attributes to a Customer
Add custom attributes to a single customer.
Add Custom Attributes to a Subscription
Add custom attributes to a subscription.
Add Custom Attributes to Customers by Email
Add custom attributes to all customers matching an email.
Add Tags to a Customer
Add tags to a single customer.
Add Tags to Customers by Email
Add tags to all customers matching an email.
Get started automating ChartMogul
Ready-to-use workflows
Prompts using ChartMogul
One screen with an account's full revenue story before a call
Type a customer's name or email and get their plans, recurring revenue, upgrade and churn history, invoices and open deals on a single screen.
Board prep workbook for your monthly MRR movement bridge
Pick a month, see exactly what moved recurring revenue, click into the accounts behind each change, and write the commentary your board actually reads.
Expansion worklist board for accounts whose revenue grew
See which customers just grew their spend, claim the ones you want, and work each account from first look to closed without leaving the board.
Triage failed Stripe payments by revenue actually at risk
When a subscription payment fails, get a Slack alert that shows the customer's real recurring revenue and tells you who deserves a phone call.
Daily churn and downgrade watchlist for customer success
Every weekday morning, get a ranked list of accounts that churned or downgraded overnight, with follow-up tasks already assigned to their owners.
Monday revenue standup tying bookings to recognized MRR
Every Monday morning, your leadership channel gets a written revenue recap that connects what sales closed to what actually landed as recurring revenue.
Monthly investor update drafted from your ChartMogul metrics
On the first of every month, your ARR, growth, churn and retention numbers become a written investor update draft in Google Docs, posted to Slack for review.
Enrich ChartMogul customers when a HubSpot deal closes
When a deal is marked closed won in HubSpot, we tag the matching ChartMogul customer with the plan and source, and record the sale details.