Case Study: ChartMogul adds 1,000+ customers with Close CRM

A Close CRM Case Study

Preview of the ChartMogul Case Study

How ChartMogul added 1K customers with better sales pipeline management

ChartMogul, a 35-person fully remote SaaS company that provides revenue intelligence and business insights, needed a better way to manage sales pipeline activity and keep sales, customer success, marketing, and leadership aligned. Using Close CRM, they centralized new business and account management in one system and streamlined their workflow to support growth.

With Close CRM, ChartMogul automated lead creation through an API integration, used Smart Views, calling, email templates, and task management to move deals through the pipeline, and shared notes with customer success for smoother handoffs. As a result, ChartMogul added 1,000+ customers, managed over 100,000,000 subscriptions, and quadrupled average revenue per user, with the last six months being their best on record.


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ChartMogul

Nick Franklin

Chief Executive Officer


Close CRM

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