Renewals at risk
Sarah Chen, VP Customer Success at Acme Ltd, asked which accounts renewing soon had low health. Memtro listed companies by renewal with health, ARR and last touch, then read the latest conversations on the weakest ones.
Planhat + Memtro
Which accounts renewing this quarter have low health?
Planhat holds your customer success book. Memtro reads companies with phase, health, CSM score, MRR, ARR, renewal in days and last and next touch. It reads a company's end users with their NPS, its notes and logged conversations, CSM tasks, and licences with renewal status. When asked and once an administrator has granted the action by name, it can add, edit or delete notes, tasks, end users and companies, and record or change licences, which moves the company's MRR and ARR but moves no money. Nothing is sent to the customer. Deletes are permanent and cannot be undone.
In Memtro
What you can do with Planhat in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Planhat tool, reads what it needs, and answers with the source cited.
What it does
- 01Finds companies by name, or lists them by ARR, health or renewal, with phase, MRR and last and next touch
- 02Reads one company with its end users and latest notes and conversations, or finds end users by exact email
- 03Lists logged conversations, CSM tasks and licences with product, value and renewal status, filtered by company
- 04When asked and granted, adds or edits notes, creates, completes, reschedules or reassigns tasks, and adds or changes end users. Nothing goes to the customer.
- 05When asked and granted, adds a company or changes its status, phase or owner, and records or changes a licence, which moves its MRR and ARR. No money moves.
- 06When asked and granted, permanently deletes a company, end user, note, task or licence
Acts when asked
When you ask it to
These tools change something in Planhat. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note to a Planhat company, edit its subject or body, star or pin it, or delete it
- 02Create a task on a Planhat company, mark it done, retitle, reschedule, reassign or archive it, or delete it
- 03Add an end user to a Planhat company, change their name, email, position or featured flag, or delete them
- 04Add a company, rename it, set its status, phase, owner or co-owner, or delete it
- 05Record a licence on a company, change its value, dates or auto-renewal, or delete it (moves the company's MRR and ARR)
In practice
Ask it like you would a colleague
Once Planhat is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Planhat + MemtroWhich accounts renewing this quarter have low health?
What was the last conversation logged with Northwind?
Which CSM tasks are open on BigCo?
What licences does Acme Ltd hold and when do they renew?
Hand Globex to Priya as owner and move it to the onboarding phase.
Logging a call outcome
Dan Fletcher, a CSM at Acme Ltd, asked Memtro to note that BigCo wants a pricing review and to set him a follow-up task. Memtro found the company, added the note and created the task owned by Dan. Planhat users who can see BigCo saw the note, and nothing went to the customer.
Teams
Where it fits
The teams that lean on Planhat most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Planhat is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commercePlanhat with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commercePlanhat with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commercePlanhat with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportPlanhat with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportPlanhat with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportPlanhat with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatPlanhat with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatPlanhat with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatPlanhat with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withAPI access token
- 1
In Planhat, open Settings → Private Apps and create a Private App for Memtro.
- 2
Give it read access, plus write access to whichever of companies, conversations, tasks, end users and licences Memtro should change. Generate the API Access Token and copy it, as it is shown once.
- 3
In Memtro, open Connections → Planhat and paste it as the API access token.
- 4
Ask: Which accounts renewing this quarter have low health?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Planhat tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Planhat?+
Only when you ask, and only what it has been granted: add a note to a Planhat company, edit its subject or body, star or pin it, or delete it; create a task on a Planhat company, mark it done, retitle, reschedule, reassign or archive it, or delete it; add an end user to a Planhat company, change their name, email, position or featured flag, or delete them; add a company, rename it, set its status, phase, owner or co-owner, or delete it; record a licence on a company, change its value, dates or auto-renewal, or delete it (moves the company's MRR and ARR). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Planhat connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Planhat data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Planhat?+
API access token. In Planhat, open Settings → Private Apps and create a Private App for Memtro.
Connect Planhat in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.