Renewals at risk
At the Monday meeting the head of customer success asks which renewals are at risk. Memtro lists accounts renewing this quarter with low health, each with MRR, NPS, CSM and the latest note, so the riskiest get attention first.
Vitally + Memtro
Which Vitally accounts renew soon with low health, and what the CS team noted.
Connect Vitally with an API key, and Memtro reads customer accounts with MRR, health score, NPS, user count, next renewal date and CSM, the notes and tasks the customer success team keeps on each account, and end users with last seen date and last NPS score. It reads on demand and there is no hourly sync. When you ask, with an Unrestricted key, and once an administrator has granted the action by name, it can add, edit, complete or archive notes and tasks, create accounts, organisations and end users, rename or move accounts, and start or update projects from templates.
In Memtro
What you can do with Vitally in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Vitally tool, reads what it needs, and answers with the source cited.
What it does
- 01Accounts by most recently updated: MRR, health score, NPS, users, next renewal, churn date and CSM
- 02Active accounts by default, churned ones on request, and any account found by name
- 03The CS team's notes per account, with subject, text, date, author, category and tags, and tasks with due date and assignee
- 04End users by account or email, with last seen date, last NPS score and feedback
- 05When asked and granted, adds or edits notes and tasks, reassigns or completes a task, and archives a note or task, which cannot be restored through the API
- 06When asked and granted, creates accounts, organisations and end users, renames or moves an account, edits an end user, and starts a project from a template or updates its status, owner or dates
Acts when asked
When you ask it to
These tools change something in Vitally. 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 customer account
- 02Add a task to a customer account
- 03Edit, reassign or complete a Vitally task
- 04Delete (archive) a Vitally task
- 05Edit a Vitally note
- 06Delete (archive) a Vitally note
- 07Create a Vitally customer account
- 08Rename a Vitally account or move it to another organization
- 09Add an end user to a Vitally account or organization
- 10Edit a Vitally end user
- 11Create a Vitally organization
- 12Start a Vitally project from a template
- 13Update a Vitally project's status, owner or dates
In practice
Ask it like you would a colleague
Once Vitally 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.
Vitally + MemtroWhich accounts renew in the next 60 days with a health score under 6?
What did the CS team note about Northwind last month?
Which open tasks are overdue for my accounts?
Add a note to Brightwave Ltd: QBR held, they want SSO before renewal
Start an onboarding project for Globex from our standard template
A new customer set up
Globex signs, and CSM Laura Chen asks Memtro to set them up. Memtro creates the account with the external id she gives, adds their two admins as end users, and starts an onboarding project from the team's template, which adds the template's own tasks to the account.
Teams
Where it fits
The teams that lean on Vitally 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 Vitally 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 commerceVitally with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceVitally with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceVitally with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportVitally with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportVitally with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportVitally with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatVitally 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 chatVitally with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatVitally 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- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withAPI key
- 1
In Vitally an admin opens Settings → Integrations → Vitally REST API and creates a key. Unrestricted lets Memtro make the changes you ask for, Read-only keeps it to reading, and the level cannot be changed later
- 2
Note the region, us (the default) or eu, and for a US workspace the subdomain, acme for acme.vitally.io
- 3
In Memtro open Connections → Vitally, paste the API key, enter the Region and, for a US workspace, the Subdomain, and connect
- 4
Ask which accounts renew in the next 60 days with a low health score
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Vitally tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Vitally?+
Only when you ask, and only what it has been granted: add a note to a customer account; add a task to a customer account; edit, reassign or complete a Vitally task; delete (archive) a Vitally task; edit a Vitally note; delete (archive) a Vitally note; create a Vitally customer account; rename a Vitally account or move it to another organization; add an end user to a Vitally account or organization; edit a Vitally end user; create a Vitally organization; start a Vitally project from a template; update a Vitally project's status, owner or dates. 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 Vitally 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 Vitally 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 Vitally?+
API key. In Vitally an admin opens Settings → Integrations → Vitally REST API and creates a key. Unrestricted lets Memtro make the changes you ask for, Read-only keeps it to reading, and the level cannot be changed later.
Connect Vitally in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.