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ChartMogul

Best Value

Subscription revenue data you can actually trust, free under $10k MRR

ChartMogul is a subscription analytics and revenue data platform that ingests billing data from Stripe, Braintree, Recurly, Chargify, PayPal, and other sources, normalizes every payment, refund, upgrade, discount, and currency movement into accurate recurring revenue metrics, and reports MRR, churn, retention, cohorts, and segmentation on top. It has since added a lightweight CRM with sequences and tasks so revenue data sits next to the sales and customer success motions that act on it, and it offers a genuinely free plan for companies under $10,000 MRR.

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Overview

ChartMogul was founded in Berlin in 2014 by Nick Franklin, previously an early Zendesk employee, and is one of the rare companies in this batch that has stayed independent, profitable, and seed-strapped for more than eleven years, with roughly 61 employees as of mid-2026. That matters for a product whose entire job is to be the authoritative source of your revenue numbers: you want the vendor still there in five years, computing MRR the same way.

The technical claim is narrower and more useful than most analytics marketing. ChartMogul's differentiator is the data engineering underneath, turning every payment, refund, upgrade, downgrade, discount, coupon, proration, and currency fluctuation into a defensible MRR figure. Anyone who has tried to compute MRR from a raw Stripe export knows this is not trivial, and it is why the product exists. It also handles the awkward cases that break homemade spreadsheets: free trials, freemium conversion, add-ons, overage fees, and multi-currency revenue with foreign exchange impact visible separately.

Its place in a retention category is honest but limited, and worth stating plainly. ChartMogul tells you that churn is happening, splits it by customer and revenue, shows retention curves by cohort, and lets you segment to find where the loss concentrates. It does not recover a single failed payment and it does not deflect a single cancellation. There are no dunning emails, no card retries, no cancel flows, and no offers. It is diagnosis, not treatment, and a company that buys it expecting churn to fall has misunderstood what it does.

What has changed recently is the reach into action. ChartMogul now includes CRM functionality with sequences and tasks alongside revenue data, plus product-led growth tooling including usage-triggered sequences and free-user conversion tracking, and AI-powered analysis that explains what drove a change in growth or churn. That moves the product one step closer to intervention without pretending to be a retention platform. Free under $10,000 MRR, Starter from $59, and Pro from $99, all self-serve with a 14-day trial and no card required, makes it the most accessible entry point in this category.

Best for

Subscription companies of any size that need a revenue number they can defend, especially early-stage teams who fit inside the free plan under $10,000 MRR and want board-grade metrics without paying for them, and teams that want a light CRM and outreach sequences sitting on the same data.

Not the right fit for

  • Anyone who needs churn actually prevented. There is no dunning, no card retry, no cancel flow, and no offer engine here, so ChartMogul will not save you a single subscription on its own.
  • Companies whose primary problem is failed payments. Buy Stunning or Churn Buster; ChartMogul will only tell you how much you lost.
  • Teams wanting a real CRM. The included sequences and tasks are a useful adjacency, not a replacement for a proper sales system if you run a serious pipeline.
  • Businesses above $10M ARR looking for a cheap deal. Enterprise starts at $19,900 a year and requires contacting sales, which is a hard step up from the self-serve tiers.
  • Companies needing health scoring from product telemetry. ChartMogul reads billing and some usage data, but it is not a customer success platform and does not build account health scores the way Akita does.

How it works

  1. 1

    You connect a billing source. Stripe, Braintree, Recurly, Chargify, PayPal, and others are supported natively, and an import API plus CSV import covers anything that is not. Starter allows one billing source, Pro five, and Enterprise fifteen.

  2. 2

    ChartMogul reconstructs your revenue history from that data, normalizing every event type into recurring revenue. Refunds, prorations, coupons, plan changes, and currency conversions are handled explicitly rather than approximated, and historical data is backfilled so you get years of retroactive metrics immediately.

  3. 3

    The metric layer reports MRR and its movement broken into new, expansion, contraction, churned, and reactivation, alongside customer and revenue churn, LTV, ARPA, cohort retention curves, and trial and freemium conversion.

  4. 4

    Segmentation lets you slice all of it by plan, country, acquisition channel, company size, or any attribute you attach to a customer, which is how you find that churn is concentrated in one plan or one geography rather than spread evenly.

  5. 5

    The CRM layer adds sequences and tasks against those revenue records, and PLG tooling triggers sequences from product usage, so a customer whose usage collapses can be routed into an outreach sequence rather than only appearing in a chart three months later.

Feature breakdown

27 features in 5 modules

Revenue data engineering

The actual product, and the part that is hard to replicate in a spreadsheet.
Billing data normalization
Turns every payment, refund, upgrade, downgrade, discount, coupon, and proration into consistent recurring revenue, which is the single most common source of disagreement about MRR inside a company.
Multi-currency with FX impact
Tracks revenue across currencies and shows foreign exchange impact separately, so a bad quarter caused by the euro is not misread as a bad quarter caused by the product.
Free trial and freemium modelling
Handles trials and freemium correctly rather than counting a free user as revenue or ignoring them entirely, which matters enormously for PLG businesses.
Add-ons and overage fees
Usage-based charges and add-ons are folded into the recurring picture properly instead of being dumped into an other-revenue bucket.
Historical backfill
Reconstructs years of metrics from existing billing history on connection, so you have cohort curves on day one rather than in twelve months.
Data auditing and editing
Lets you inspect and correct the underlying records, which is essential when a migration or a one-off manual invoice has polluted the data.

Metrics and retention analysis

Where the retention diagnosis actually happens.
MRR movement breakdown
Splits MRR change into new, expansion, contraction, churned, and reactivation, which is the view that tells you whether you have a growth problem or a retention problem.
Customer and revenue churn separately
Reports both, because losing twenty small accounts and losing one large one are different emergencies and a blended number hides which one happened.
Cohort retention curves
Retention by signup cohort, the only reliable way to know whether a change to onboarding or pricing actually improved retention over time.
Net revenue retention
Computes NRR including expansion, which is the metric investors ask about first and the one companies most often calculate wrong by hand.
AI-powered analysis
Explains what drove a change in growth or churn in plain language rather than leaving you to reverse-engineer it from a chart.
Segmentation
Slice every metric by plan, geography, channel, company size, or custom attributes, which is how you discover churn is concentrated rather than uniform.
Trial and freemium conversion tracking
Reports conversion from free to paid, which for a PLG company is usually a bigger lever than reducing churn on existing paid accounts.

CRM and outreach

The newer layer that moves ChartMogul closer to acting on the data.
Sequences alongside revenue data
Run outreach sequences against customer records that already carry accurate revenue context, so a message to a shrinking account knows it is shrinking.
Tasks and assignment
Assign follow-up work against accounts directly, which is a lightweight customer success motion for teams too small to justify a dedicated platform.
Usage-triggered sequences
PLG tooling fires sequences from product usage signals rather than only from billing events, which is the closest ChartMogul comes to genuine churn prevention.
Free user conversion tracking
Follows free and trial users through to conversion and lets you act on the ones stalling, which is retention work applied before the revenue exists.

Data platform and access

How your revenue data gets in and back out.
Native billing integrations
Stripe, Braintree, Recurly, Chargify, PayPal, and others, with connection taking minutes and no engineering work.
Import API and CSV
For homegrown billing, invoicing systems, or anything without a connector, data can be pushed in through an API or uploaded, which is how larger companies consolidate everything.
Multiple billing sources
One on Starter, five on Pro, fifteen on Enterprise, which matters for companies billing through both a web checkout and app stores or across acquired entities.
Data consolidation beyond billing
Billing, communication, lead, and product usage data can be unified against the same customer record rather than sitting in four systems.
Dashboards and reporting
Configurable dashboards with real-time reporting, plus scheduled reporting so the numbers reach people who will not log in.

Access, security, and plan structure

Practical constraints a buyer should know before choosing a tier.
Genuinely free under $10,000 MRR
Not a trial and not a crippled demo: full metric tracking, data unification, segmentation, and workflow automation for companies below the threshold. The most generous free offer in this category.
Team seat limits by tier
Starter caps at three team members; Pro is unlimited. For a company where the whole team should see the numbers, that alone can decide the tier.
ARR-based pricing
Price is driven by the annual recurring revenue tracked in the account and rises automatically as you grow, which makes budgeting a function of your own success.
Two-factor authentication and encryption
Standard account security controls plus data encryption and disaster recovery provisions for what is, after all, your complete revenue history.
14-day trial with no card
Paid tiers can be evaluated without a credit card, and the free plan means many companies never need to.

Use cases

4 documented

Pre-seed founder under $10,000 MRR

Investors want MRR, growth rate, and churn, and the current answer is a Google Sheet rebuilt monthly from a Stripe export with a different methodology each time.

The free plan produces board-grade metrics with correct handling of refunds, prorations, and annual plans, at no cost, which is the strongest argument for ChartMogul over every alternative at this stage.

Head of finance trying to locate churn

Blended monthly churn is 5 percent and nobody knows whether that is one bad segment or a general problem, so every proposed fix is a guess.

Segmentation reveals churn is concentrated in a single plan or geography, MRR movement separates contraction from outright loss, and the retention project starts with a target rather than a hunch.

PLG company with a large free base

Thousands of free users, unclear conversion, and no visibility into which usage patterns predict a paid upgrade or a silent disappearance.

Free user conversion tracking plus usage-triggered sequences reach stalling accounts automatically, and freemium is modelled properly in the revenue metrics rather than distorting them.

Company billing in several currencies

MRR appears to have fallen, leadership is alarmed, and the cause turns out to be an exchange rate rather than anything to do with customers.

Multi-currency handling separates FX impact from real revenue movement, which stops a currency swing from triggering an unnecessary retention panic.

Pricing

from $0 under $10,000 MRR, then $59 per month (Starter)

Freemium, with paid tiers priced on a sliding scale by the annual recurring revenue tracked in the account. Team seats and billing source counts also vary by tier.

PlanPriceIncludes
Free$0
per month, up to $10,000 MRR
  • Full SaaS metrics tracking
  • Unified lead, trial, and billing data
  • Customer segmentation
  • Workflow automation

The most generous free plan in this category and the reason most early-stage companies should start here rather than with Baremetrics.

Starter$59 to $707
per month, scaling with ARR up to $10M
  • Everything in Free
  • Three team members
  • One billing source
  • 14-day trial, no credit card
  • 17 percent discount on annual billing

The three-seat cap is the real constraint, not the price. A company that wants the whole team looking at revenue outgrows this quickly.

Pro$99 to $1,199
per month, scaling with ARR up to $10M
  • Everything in Starter
  • Unlimited team members
  • Five billing sources
  • CRM, sequences, and tasks
  • 17 percent discount on annual billing
EnterpriseFrom $19,900
per year, for companies above $10M ARR
  • Unlimited tracked revenue
  • Fifteen billing sources
  • Enterprise support and controls

A steep jump from the self-serve tiers and requires contacting sales, which is where ChartMogul stops being a self-serve product.

Billing notes

  • Pricing is driven by the ARR tracked inside ChartMogul, so the cost rises automatically as you grow and the slider on the pricing page is the only way to get your exact number.
  • ChartMogul takes no percentage of any revenue and has no recovery product, so the revenue-share question that dominates the dunning half of this category simply does not apply here.
  • For context on that comparison: at $50,000 MRR a company might pay $59 to $200 a month for ChartMogul plus a separate recovery tool, against 10 to 15 percent of recoveries under a revenue-share dunning vendor. These are complementary purchases, not alternatives.
  • Annual billing saves 17 percent, a smaller discount than Baremetrics offers at up to 35 percent.
  • The three-seat cap on Starter pushes many teams to Pro for reasons unrelated to their revenue band, so compare the tiers on seats before comparing on price.
  • The Enterprise floor at $19,900 a year for companies above $10M ARR is a large discontinuity, and worth knowing about before you build your reporting around the platform.

Value assessment: The free plan under $10,000 MRR is the best value in this entire category, because correct subscription metrics at zero cost is not something any competitor matches. Starter at $59 and Pro at $99 remain cheap relative to Baremetrics, and the CRM and sequence layer on Pro adds something Baremetrics does not have. What you must not do is buy this as a retention product. ChartMogul will make your churn legible and will not reduce it by a single basis point, so budget for a recovery or deflection tool separately. Judged as revenue data infrastructure, it is priced well below what it would cost to build and maintain internally.

Strengths & limitations

Strengths

  • A genuinely free plan up to $10,000 MRR with full metrics, segmentation, and automation, which is unmatched anywhere in this category.
  • The data normalization is the real product: refunds, prorations, coupons, add-ons, overages, and multi-currency FX all handled explicitly rather than approximated.
  • Splits MRR movement into new, expansion, contraction, churn, and reactivation, which is the view that turns a vague churn worry into a specific problem.
  • Historical backfill means you get years of cohort data the moment you connect, rather than waiting a year to have anything useful.
  • Independent, profitable, and seed-strapped for over eleven years with around 61 employees, which is the right profile for a vendor that owns your revenue history.
  • The CRM, sequences, tasks, and usage-triggered outreach layer moves the product closer to action than a pure dashboard, without pretending to be a retention platform.
  • Import API and CSV support mean homegrown or invoice-based billing can be consolidated alongside Stripe rather than excluded.

Limitations

  • It prevents no churn. No dunning, no retries, no cancel flows, no offers. You will need a second product for any actual intervention, and the category name should not fool you.
  • Starter caps at three team members, which forces many small companies onto Pro for seat reasons rather than revenue reasons.
  • Starter allows one billing source, so any company billing through both a web checkout and an app store needs Pro.
  • The Enterprise floor of $19,900 a year above $10M ARR is a sharp cliff and takes you out of self-serve entirely.
  • The included CRM is lightweight and will not replace a real sales system for a team running a serious pipeline.
  • The annual discount at 17 percent is modest compared with Baremetrics at up to 35 percent.
  • No health scoring from product telemetry and no playbook automation, so a customer success team will still want a dedicated tool.

Head-to-head comparisons

3 alternatives

ChartMogul vs Baremetrics

from $75 per month, or $49 per month billed annually (Launch)

The head-to-head that matters. ChartMogul is free under $10,000 MRR, cheaper on paid tiers, and adds a CRM with sequences and tasks. Baremetrics has no free plan but sells a genuinely good dunning add-on at $129 with an ROI guarantee, so it can act on churn while ChartMogul only reports it. Early-stage and budget-conscious teams should take ChartMogul; teams that want metrics and payment recovery from one vendor should take Baremetrics.

Full ChartMogul vs Baremetrics comparison

ChartMogul vs Akita

from $49 per month (Small Teams)

Akita builds account health scores from usage, support, and billing signals and drives CSM playbooks against them, from $49 a month. ChartMogul reports revenue accurately and runs light sequences. A B2B SaaS with a customer success team needs Akita's health scoring; a company that mainly needs to trust its MRR number needs ChartMogul. They overlap only at the edges and many companies run both.

Full ChartMogul vs Akita comparison

ChartMogul vs Retently

from $99 per month (Ecommerce Basic)

Retently measures customer sentiment through NPS, CSAT, and CES surveys from $99 a month; ChartMogul measures revenue behavior from $0. Sentiment tells you why customers may leave, revenue tells you whether they did. If you can only fund one, start with ChartMogul because it is free at small scale and because behavior is more reliable than stated intent.

Full ChartMogul vs Retently comparison

Implementation & onboarding

Setup time
Minutes. Connect Stripe or another billing source and historical data backfills automatically, producing full metrics and cohort curves immediately rather than accumulating them going forward. Custom attributes and segmentation take longer and are where the real value is unlocked.
Learning curve
Low for anyone who knows SaaS metrics vocabulary. The genuine skill is in defining segments and attributes that make the data actionable, and in resisting the temptation to treat a good-looking dashboard as work completed.
Onboarding
Entirely self-serve on Free, Starter, and Pro, with a 14-day trial requiring no credit card. Enterprise involves sales. Documentation covers the billing integrations, the import API, and the metric definitions, which are published rather than treated as proprietary.
Migration notes
Because metrics are reconstructed from billing history, moving from a spreadsheet or another analytics tool loses nothing: your entire past is rebuilt on connection. Expect the first reconciliation to surface discrepancies against your existing numbers, and expect ChartMogul to usually be right, since most homemade MRR calculations mishandle prorations and refunds.

Platform, API & security

Platforms
Web appScheduled email reportingDashboardsImport APICSV import
API
Import API for pushing billing data from homegrown systems, plus a metrics API for pulling computed figures into your own tools and warehouse.
Compliance
GDPRTwo-factor authenticationData encryption and disaster recovery provisions
Data residency
Berlin-headquartered with EU operations; specific residency arrangements are handled through the company's data processing documentation.
SSO
Available on higher tiers and Enterprise.
Security notes
ChartMogul reads billing data and does not touch payment credentials or process charges, so it never enters PCI scope. It does hold your complete revenue history, which makes vendor stability a genuine security consideration and is a point in favor of an eleven-year profitable independent.

Support & resources

Channels
Email supportIn-app supportDedicated support on Enterprise
Documentation
Documentation at chartmogul.com covering billing integrations, the import API, and published metric definitions, alongside a long-running editorial library on SaaS metrics.
Community
No formal forum, but the company has a substantial presence in the SaaS finance and metrics community through its published benchmarks and definitions.

Company

Founded
2014
Headquarters
Berlin, Germany
Ownership
Independent, seed-strapped, profitable
Founders
Nick Franklin
Employees
61 (as of mid-2026)
Funding
Raised a $600,000 seed round led by Point Nine Capital in 2014 and has remained independent and profitable since, with no significant subsequent institutional rounds.

Funding history

RoundAmountYearNotes
Seed$600K2014Led by Point Nine Capital in Berlin.

Timeline

  1. 2014Founded in Berlin by Nick Franklin, previously an early Zendesk employee, and raises a $600,000 seed round led by Point Nine Capital.
  2. 2016Establishes itself as the reference subscription analytics tool for European SaaS, publishing open metric definitions rather than treating the math as proprietary.
  3. 2020Expands the data platform to unify billing, lead, and product usage data against a single customer record instead of billing alone.
  4. 2023Adds CRM functionality with sequences and tasks, plus PLG tooling including usage-triggered sequences and free user conversion tracking.
  5. 2026Operates profitably and independently with around 61 employees, offering a free plan under $10,000 MRR and AI-powered analysis explaining growth and churn drivers.

Integrations

  • Stripe
  • Braintree
  • Recurly
  • Chargify
  • PayPal
  • QuickBooks
  • Import API for custom billing
  • CSV import
  • Slack
  • Metrics API

Frequently asked questions

10 questions

What is ChartMogul?

ChartMogul is a subscription analytics and revenue data platform. It connects to Stripe, Braintree, Recurly, Chargify, PayPal, and other billing systems, normalizes every payment, refund, upgrade, discount, and currency movement into accurate recurring revenue, and reports MRR, churn, retention, cohorts, and segmentation. It also includes a lightweight CRM with sequences and tasks.

How much does ChartMogul cost?

Free for companies under $10,000 MRR with full metrics, segmentation, and automation. Starter runs $59 to $707 a month scaling with ARR, capped at three team members and one billing source. Pro runs $99 to $1,199 with unlimited seats and five billing sources. Enterprise starts at $19,900 a year for companies above $10M ARR. Annual billing saves 17 percent.

Does ChartMogul actually prevent churn?

No, and this deserves to be said clearly. ChartMogul has no dunning, no card retries, no cancel flows, and no retention offers. It tells you churn is happening, splits it by customer and revenue, and helps you find where it concentrates. Every actual intervention requires a second tool such as Stunning, Churnkey, or Churn Buster. A dashboard is diagnosis, not treatment.

Does ChartMogul take a percentage of revenue?

No. It is a flat subscription banded by the ARR tracked in your account, with no recovery product and therefore no revenue share. The percentage-of-recovered-revenue question that dominates the dunning half of this category does not arise here at all.

Which billing systems does ChartMogul connect to?

Stripe, Braintree, Recurly, Chargify, PayPal, and others natively, plus an import API and CSV upload for homegrown billing or invoicing systems. Starter allows one billing source, Pro five, and Enterprise fifteen, so companies billing through both a web checkout and app stores need at least Pro.

Why is ChartMogul better than computing MRR in a spreadsheet?

Because the hard part is not the arithmetic, it is the edge cases. Prorations, mid-cycle upgrades, refunds, coupons, add-ons, overage fees, annual plans, and multi-currency FX all have to be handled consistently, and most homemade calculations get several of them wrong in ways that only surface during due diligence. ChartMogul handles them explicitly and publishes its definitions.

How does ChartMogul handle annual contracts and invoiced customers?

Annual plans are normalized into MRR correctly rather than creating a one-month revenue spike, which is one of the most common spreadsheet errors. Manually invoiced customers can be brought in through the import API or CSV so they appear alongside card-billed revenue, which is more than most tools in this category manage.

Does ChartMogul do health scoring?

Not in the customer success sense. It can unify product usage data against customer records and trigger sequences from usage signals, which is a partial substitute, but it does not build weighted account health scores from support tickets, usage decay, and engagement the way a dedicated platform such as Akita does.

Should a five-person SaaS use ChartMogul?

Yes, and it should probably be the first thing you set up, because under $10,000 MRR it is free and there is no reason to run on a spreadsheet instead. Just be clear about the sequencing: use ChartMogul to find out whether your churn is voluntary or involuntary, then spend money on a recovery tool for the involuntary half, which is almost always the cheapest churn to fix.

Who owns ChartMogul and is it stable?

It is independent, founded in Berlin in 2014 by Nick Franklin, seed-strapped on a $600,000 round from Point Nine Capital, profitable, and operating for more than eleven years with around 61 employees. For a product that becomes the authoritative record of your revenue history, that profile is a genuine advantage over a venture-backed vendor under pressure to pivot or sell.

Editorial verdict

ChartMogul is the best free product in this category and one of the best paid ones, provided you understand what you are buying. It makes subscription revenue legible with a rigor that spreadsheets and homemade dashboards do not achieve, splits churn into the pieces you can actually act on, and is free until $10,000 MRR, which means there is no good reason for an early-stage company to be guessing at its numbers. The independence and eleven years of profitability are a real asset for a vendor holding your revenue history. But it prevents nothing. If you buy ChartMogul expecting churn to fall, you have bought a thermometer expecting it to lower the fever. Use it to diagnose, then spend a couple of hundred dollars on Stunning or Churnkey to treat what you find, and be honest with yourself about which of the two you are actually doing.

Written by the SaaSTracker editorial team. Awards, when shown, are judged against the published criteria in our methodology.

Awards & badges

1 held

ChartMogul holds 1 award from the SaaSTracker editorial program. Badges may be displayed by the vendor; each embed links back to this profile.

SAASTRACKER AWARDS SUMMER 2026 Best Value CHARTMOGUL

Best Value · Retention & Churn Prevention

Free below $10,000 MRR, giving early-stage companies audit-grade subscription analytics before they can afford them.

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