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Many smaller improvements are released daily and are not listed here.

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October 2026 👻

• We’ve introduced Contact Lists, Contact Profiles, and new batch email and sequence actions, making it easier to manage and engage with individual contacts in ChartMogul.
  • Contact Lists – View, filter, segment, and save lists of contacts across your customer base. Combine contact properties with customer and subscription data to build targeted lists, such as contacts at customers with MRR above $500.
  • Contact Profiles – Each contact now has a dedicated profile where you can view and manage their details, custom attributes, emails, notes, tasks, and activity history.
  • Batch Send Email – Select multiple contacts from a list and send personalized emails in one go, with support for templates, placeholders, and reviewing individual messages before sending.
  • Batch Enroll in Sequence – Select multiple contacts and enroll them in an email sequence, with the ability to customize and review each contact's sequence before starting.
• ChartMogul AI goes multimodal! You can now upload files and export results directly from AI conversations, making it easier to work with data beyond what's already in your ChartMogul account.
  • Upload files – Attach CSVs, PDFs, images, Excel spreadsheets, and text files by dragging and dropping, pasting, or selecting files.
  • Combine data sources – Analyze uploaded files alongside your existing subscription and customer data to uncover new insights. For example, upload employee headcount data to analyze ARR per full-time employee over time.
  • Export results – Download AI-generated tables as CSV files, or copy tables directly from the conversation.

September 2026 🍎

• Attribute pinning is now supported via the API.
  • You can now pin and unpin customer attributes, custom customer attributes, and contact attributes programmatically, preventing selected values from being overwritten by billing integrations or subsequent API updates.
  • The API can also return the last 10 edits to an attribute, making it easier to inspect attribute history and manage overrides.
  • Support is available across customer and contact create, retrieve, update, and attribute endpoints. View the developer docs
• We’ve added four new charts for tracking new business and churn:
  • New MRR
  • Churn MRR
  • New Paid Subscribers
  • Churned Subscribers
  • These dedicated charts make it easier to segment and compare new business and churn over time than using the existing MRR and Subscriber Movements charts.
  • New MRR and Churn MRR also support both standard and net MRR movements.
• We’ve added a new Enroll in sequence action to Automations.
  • Automatically enroll customer contacts into a selected sequence when your automation’s trigger conditions are met.
  • Choose the sender, fallback sender, and whether to enroll the primary contact or all contacts, with optional contact filtering.
• We’ve added Merge Duplicate Customers to help clean up duplicate customer records.
  • Find duplicates using criteria such as External ID, domain, primary contact email, company name, or a combination of two customer properties.
  • Review duplicate groups, choose which customer should be kept as the primary record, then merge selected groups in bulk.
• We’ve redesigned Settings and introduced a new Getting Started section to make ChartMogul easier to set up and configure.
  • A new Settings home gives you quick access to key areas, while the reorganized sidebar makes settings easier to navigate.
  • The new Getting Started section brings your key setup steps into one place, replacing the previous onboarding widget and trial countdown in the sidebar.
• We’ve added a new Activity Log for administrators.
  • See a history of important actions taken in your ChartMogul account, including who performed each action and when.
  • Filter the log by action, user, or date, search event details.
• We’ve expanded product usage analytics, powered by ChartMogul.js.
  • View usage history directly on customer profiles.
  • New Active Users and Active Accounts charts help you understand engagement over time.
  • ChartMogul AI can now combine product usage with revenue and CRM data to provide more complete answers about your customers and business.

August 2026 🌻

• You can now organize Automations and Saved Segments into folders.
• We’ve reorganized filters, saved segments, and column options to make them easier to navigate as the number of available properties grows.
  • Filters are now grouped into sections such as Customer, Subscription, Contact, and Opportunity, with search across all available options.
  • You can also describe the segment you want in plain English and use ChartMogul AI to help build it for you.
• We’ve added Focus mode for in-app notifications.
  • Turn it on from your notification settings to hide ambient unread indicators, including the red notification dots and unread count in the browser tab.
  • Notifications are still available from the notification panel whenever you want to check them.
• You can now save an email draft as a reusable template directly from the email composer.
  • The draft’s subject line and content are preloaded into the new template, where you can make any final edits before saving.
  • Once saved, the new template is immediately loaded back into the email you’re composing.
• You can now organize email templates into folders.
  • Create, rename, delete, and reorder folders and templates from the email templates manager, including dragging templates into and out of folders.
  • Your chosen folder structure and ordering are reflected when selecting a template while composing emails or building sequences.
  • Deleting a folder does not delete its templates; they are moved back to the top level.
• We’ve launched ChartMogul AI, an intelligent data analyst built directly into ChartMogul.
  • Ask questions about your revenue, subscribers, churn, retention, customers, benchmarks, product usage, and CRM data using natural language.
  • ChartMogul AI can carry out multi-step investigations, such as explaining an MRR decline, identifying common churn reasons, or preparing an investor update.
  • It can also analyze context from emails, notes, and call logs to help explain not just what changed, but why.
  • Because it understands the report, segment, or customer profile you’re viewing, you can launch contextual investigations directly from within ChartMogul.
  • ChartMogul AI is currently read-only.
• We’ve made ChartMogul CRM part of the core platform. Paid CRM seats have been removed, and every ChartMogul user can now connect their mailbox and use all CRM features.