ChartMogul StrawberryRead every customer, draft every custom attribute, approve in one pass
One sentence in, and a companion has been through the ChartMogul customers, put them where you can read them, and marked the ones it was not sure about.
Open the customer. Check it against something else. Write the change. Move to the next one. That is the ChartMogul afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a customer until you approve it.
What it can do is exactly what ChartMogul exposes to an account you authorise and nothing beyond it: 19 operations, 12 reads and 7 writes. In practice that means it can update a customer, merge customers and create a customer, and work across the customers, custom attributes and tags.
The ChartMogul API stops at ChartMogul. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
What does it already know about your custom attributes?
12 of the 19 operations are reads. Your account, not a guess at it: a companion can search customers via external id, search a customers via email and retrieve monthly recurring revenue (mrr), and the full list below is the whole list, with nothing inferred from ChartMogul's documentation.
The customers are what most of this inventory is about, alongside the custom attributes. A companion can hold all 19 of these operations and forty open tabs in the same pass, which is how an afternoon of ChartMogul admin becomes a queue you review.
- Search Customers Via External Id
- Search Customers Via Email
- Retrieve Monthly Recurring Revenue (MRR)
- Retrieve MRR Churn Rate
- Retrieve Customer Lifetime Value
- Retrieve Customer Profile
- Retrieve Customer Count
- Retrieve Customer Churn Rate
- Retrieve Average Sale Price ASP
- Retrieve ARR
- Retrieve Average Revenue Per Account (ARPA)
- Retrieve All Key Metrics
Can it change a customer without asking?
All 7 write operations wait for you.
A companion can update a customer, merge customers and create a customer, and each one is staged on an approval card first: you see the customer, the field and the new value before it lands in ChartMogul.
Nothing in ChartMogul is sent, changed or deleted on your behalf without that click, and a rejected card leaves the customer exactly as it was. The gate is the same one on every surface, described at security.
- Update Customer
- Merge Customers
- Create Customer
- Add Tags To Customer Via UUID
- Add Tags To Customer Via Email
- Add Custom Attributes To Customer Via UUID
- Add Custom Attributes To Customer Via Email
Can it search customers via external id every morning by itself?
Yes.
Saved as a routine, the ChartMogul customers pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The research and analysis playbook catalogues the other recurring shapes of the reporting, the ChartMogul customers sweep among them, and finished runs are published at real runs.
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