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YoY retention, Stripe credit notes, CRM for everyone, and a lot more ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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<p style="margin:0;margin-bottom:16px">
<br/>
Hi James,
<br/>
</p>
<p style="margin:0;margin-bottom:16px">
We’re shipping faster than this newsletter format was built for, so we changed it. This edition is organized by theme and covers the major highlights, so you can quickly find what’s relevant to you. For more frequent updates, you can follow along in
<a class="" rel="noopener" style="text-decoration: underline; color: #0000ff;" target="_blank">
Notion
</a>
. And as always, reply here with feature requests or feedback.
</p>
<p style="margin:0;margin-bottom:16px">
Thanks for building with us,
</p>
<p style="margin:0">
Nick Franklin
<br/>
Founder and CEO
</p>
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<span style="word-break: break-word;">
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</div>
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<table border="0" cellpadding="20" cellspacing="0" class="image_block block-3" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad">
<div align="left" class="alignment">
<div style="max-width:285px">
<img alt="" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fuserimg-assets-eu.customeriomail.com%252Fimages%252Fclient-env-125412%252F1772602962489_subscription-analytics_01KJVNXCYC52Z7ZPG8WHEA7V5E.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ1c2VyaW1nLWFzcyIsInRpbWUiOjE3NzI3MjEzMDMuNTU3MDgyfQ:1vy9n5:lHHaA0-Y1I7ZEwcKd5uVxp34Dauc6oPtzb3JqMrBUgE" style="display:block;height:auto;border:0;width:100%" title="" width="285"/>
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</td>
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<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-4" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Year-over-Year (YoY) chart toggle
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-5" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;mso-line-height-alt:25.2px">
<span style="word-break: break-word; font-size: 14px;">
Switch from period-over-period comparisons to Year-over-Year mode to see how many customers and how much revenue from a given period are still retained 12 months later. The chart, tooltip, and data table update automatically, so it’s always clear which view you’re using.
</span>
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-6" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Drill into Gross Subscription Cash Flow
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-7" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:12px;mso-line-height-alt:25.2px">
<span style="word-break: break-word; font-size: 14px;">
On the
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Net Cash Flow
</a>
and
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Gross Cash Flow
</a>
charts, you can now drill down into the Gross Subscription Cash Flow row to see a breakdown between initial subscription payments
and follow-up payments. This makes it easier to distinguish between revenue from new subscriptions and revenue from existing customers.
</span>
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-8" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Segment churn by subscription quantity at cancellation
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-9" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p dir="ltr" style="margin:0;mso-line-height-alt:25.2px">
<span style="word-break: break-word; font-size: 14px;">
The new Paid subscription quantity before churn filter preserves a subscriber’s quantity at cancellation instead of defaulting to zero. This makes retention analysis more accurate by allowing you to segment churn by actual subscription size and identify which tiers are truly at risk.
</span>
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-10" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
In-app filter helper tray and LLM-ready documentation
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-11" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;mso-line-height-alt:25.2px">
<span style="word-break: break-word; font-size: 14px;">
When adding or editing filters, open a helper tray with clear explanations of how each ChartMogul filter behaves. The same content lives in a structured
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Notion database
</a>
, making it easier for LLMs and API workflows to interpret filter logic accurately.
</span>
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-12" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
More flexible data tables for segment comparisons
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-13" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
When comparing multiple segments, choose which metric to display in the data table, enable detailed breakdowns for each segment, and export exactly what you see. Detailed views are combined into a single CSV, making it easier to move from analysis to sharing.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
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<tbody>
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<td class="pad" style="padding-bottom:10px;padding-left:15px;padding-right:15px;padding-top:30px">
<div align="center" class="alignment">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="divider_inner" style="font-size:1px;line-height:1px;border-top:2px solid #183efe">
<span style="word-break: break-word;">
</span>
</td>
</tr>
</tbody>
</table>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="20" cellspacing="0" class="image_block block-15" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad">
<div align="left" class="alignment">
<div class="fullWidth" style="max-width:342px">
<img alt="" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fuserimg-assets-eu.customeriomail.com%252Fimages%252Fclient-env-125412%252F1772604353905_workflow_01KJVQ7VQV4MB57N6AKFXNPM90.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ1c2VyaW1nLWFzcyIsInRpbWUiOjE3NzI3MjEzMDMuNTU3MjA5NX0:1vy9n5:wQ70x-ss10zA9vAdrDkeKOIic7V6Pcr0mDhlqgrd1ik" style="display:block;height:auto;border:0;width:100%" title="" width="342"/>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-16" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Customizable customer profile layout
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-17" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#000;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
Collapse, expand, and reorder sections in the left-side column on customer profiles, including custom attributes, tasks, tags, and opportunities. Layout preferences are saved individually, so each teammate can shape their workspace without affecting anyone else.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-18" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Opportunities available to all Staff and Admin users
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-19" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
<a rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Opportunities
</a>
are no longer limited to CRM Pro seats. Any Staff or Admin user can create, assign, and close opportunities manually, via Automations, or through the API. This removes seat-based bottlenecks and lets your pipeline reflect how your team actually operates. HubSpot deal imports are coming next.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-20" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Checklists in Notes and Call Logs
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-21" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
Track next steps directly inside notes and call logs. Add checklists inline and mark items complete without leaving context.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-22" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
@mentions in Notes and Call Logs
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-23" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
Tag a teammate inside a note or call log and they’ll receive an email with a direct link to the comment, making collaboration faster and more focused.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-24" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
My Tasks dashboard widget
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-25" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
Add a My Tasks widget to any
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
dashboard
</a>
to see your six most urgent open tasks, ordered by due date. To add it, click the gear icon next to the dashboard title and select Add a report to this dashboard → My Tasks.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-26" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Batch select and delete tasks
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-27" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
Click "Select" in the top-right corner of the
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Tasks section
</a>
to choose multiple tasks at once and remove them in a single action.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-28" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Placeholders in email template subject lines
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-29" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
You can now include placeholders with fallbacks in
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
email template
</a>
subject lines, giving you more control over personalization in outbound emails.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="divider_block block-30" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:10px;padding-left:15px;padding-right:15px;padding-top:30px">
<div align="center" class="alignment">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="divider_inner" style="font-size:1px;line-height:1px;border-top:2px solid #ff4cbd">
<span style="word-break: break-word;">
</span>
</td>
</tr>
</tbody>
</table>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="20" cellspacing="0" class="image_block block-31" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad">
<div align="left" class="alignment">
<div style="max-width:285px">
<img alt="" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fuserimg-assets-eu.customeriomail.com%252Fimages%252Fclient-env-125412%252F1772604361901_integrations_01KJVQ83HJY5XHGX6EEH3ZGCPA.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ1c2VyaW1nLWFzcyIsInRpbWUiOjE3NzI3MjEzMDMuNTU3MzE5Nn0:1vy9n5:zOhh22QjTnYi9DICyav5MOLAOZuojBPSlUGWgoO00Oc" style="display:block;height:auto;border:0;width:100%" title="" width="285"/>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-32" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Chargebee unbilled charges
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-33" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
When enabled in your Chargebee source settings, charges added to a subscription but not yet invoiced will be reflected in ChartMogul immediately rather than only after the next invoice is generated. This keeps your subscription metrics more complete and up to date.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-34" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Stripe credit notes
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-35" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
Credit notes issued in Stripe are now imported and applied to their associated invoices. Cash flow reports are more accurate by default, and you can choose whether credit notes impact MRR in your Stripe data source settings. The setting is disabled by default to avoid unexpected changes to historical MRR.
<a style="text-decoration: underline; color: #0000FF;" target="_self">
Learn more
</a>
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-36" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
IMAP email integration
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-37" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Connect any email provider
</a>
using IMAP and bring your inbox directly into ChartMogul CRM. Sync messages and send emails from within the app, even if you are not using Google or Microsoft.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-38" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Import billing data from HubSpot Subscriptions
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-39" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:12px;mso-line-height-alt:25.2px">
<span style="word-break: break-word; font-size: 14px;">
You can now import billing data from
<a style="text-decoration: underline; color: #0000FF;" target="_self">
HubSpot Subscriptions
</a>
into ChartMogul to generate SaaS metrics. The integration is maintained by SaaSync and can be added from Data & Settings → Sources → Add Source.
</span>
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-40" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Native ChartMogul integration for n8n
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-41" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
ChartMogul is now available as
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
a native node in n8n
</a>
. Authenticate once and access common API operations without custom scripts, making it easier to build automated workflows around customers, revenue, and activity.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-42" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Sync outbound prospects from Crono to ChartMogul
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-43" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
Outbound is where the conversation starts. Crono runs that motion. ChartMogul manages what comes next.
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
When a prospect becomes qualified in Crono
</a>
, their company and contact can sync directly into ChartMogul CRM, so the handoff from outreach to revenue is seamless.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-44" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Test safely with Stripe sandbox support
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-45" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Connect a Stripe sandbox
</a>
environment directly to your ChartMogul account and explore how different pricing models and edge cases behave without touching live data.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-46" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Filter Metrics API requests using ChartMogul Filter Language (CFL)
</span>
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-47" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
The
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
Metrics API
</a>
now supports filtering using
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
ChartMogul Filter Language
</a>
, our string-based syntax for segmentation. If you have filtered a report in the app and seen the filter string in your browser’s address bar, that is CFL. The same string can now power your API requests, keeping logic consistent across systems.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-48" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Expanded HubSpot destination fields
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-49" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:25px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
<div class="" style="font-size:12px;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;mso-line-height-alt:21.6px;color:#091121;line-height:1.8">
<p style="margin:0;font-size:14px;mso-line-height-alt:25.2px">
You can now send cancelation_scheduled_for, churned_on, renewal_date, and quantity in your ChartMogul payloads, making renewal timing, churn signals, and subscription volume visible
<a class="" rel="noopener" style="text-decoration: underline; color: #0000FF;" target="_blank">
directly in HubSpot
</a>
.
</p>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="divider_block block-50" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:10px;padding-left:15px;padding-right:15px;padding-top:30px">
<div align="center" class="alignment">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="divider_inner" style="font-size:1px;line-height:1px;border-top:2px solid #7018fe">
<span style="word-break: break-word;">
</span>
</td>
</tr>
</tbody>
</table>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="20" cellspacing="0" class="image_block block-51" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad">
<div align="left" class="alignment">
<div class="fullWidth" style="max-width:371px">
<img alt="" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fuserimg-assets-eu.customeriomail.com%252Fimages%252Fclient-env-125412%252F1772603048631_administration_01KJVP010Z9RSQ5JC2C0QSP6SE.png/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZ1c2VyaW1nLWFzcyIsInRpbWUiOjE3NzI3MjEzMDMuNTU3NDI3fQ:1vy9n5:OFGtqadRv6KJh-MkUzaHK_qokL70ps_xsHXb7RVeLm0" style="display:block;height:auto;border:0;width:100%" title="" width="371"/>
</div>
</div>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-52" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:20px;padding-right:20px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#091121;direction:ltr;font-family:Open Sans,Helvetica Neue,Helvetica,Arial,sans-serif;font-size:20px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:24px">
Invoices table on customer profiles
</h1>
</td>
</tr>
</tbody>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="text_block block-53" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tbody>
<tr>
<td class="pad" style="padding-bottom:20px;padding-left:20px;padding-right:15px;padding-top:10px">
<div style="font-family:sans-serif">
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View the full change history for key customer fields and pin specific values so resyncs do not overwrite your edits. Historical tracking for custom attributes is coming next.
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4 days, 10 hours ago - nfranklin@chartmogul.com
ChartMogul updates: We're shipping faster than product marketing can keep up
YoY retention, Stripe credit notes, CRM for everyone, and a lot more ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ...