Planhat + Querri
Querri reads Planhat companies, end users, licenses, invoices, churn records, NPS responses, conversations, tickets and tasks, so customer success questions can reach across the whole portfolio and into your billing and CRM data.
Querri only reads from Planhat and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Planhat holds the renewal date on licenses and the signals on companies and NPS, but combining them takes a custom view. Querri joins licenses, health and NPS scores in one answer and can send the at-risk list to CSMs every Monday.
Reports & automationChurn records carry reasons, value and products, yet the totals by segment usually end up in a spreadsheet. Define net revenue retention and churned ARR once as Querri KPIs and every team reads the same number.
KPIsContract values in a CS tool drift from the accounting system over time. Querri sets Planhat licenses next to QuickBooks invoices and lists the companies where the two disagree.
QuickBooksWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Planhat and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Planhat" or pick it from the connector catalog.
Paste a Planhat API access token into the secure form. The token is the only credential the connection uses.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Ask the Connector Agent to connect Planhat and paste a Planhat API access token into the secure form. The agent never sees the token. Pick the objects you want and how often they refresh, then approve the first load.
Companies, end users, users, licenses, invoices, assets, churn, NPS, conversations, issues, tickets, tasks, opportunities, sales, objectives, workflows and custom field definitions. Companies include fields like ARR, MRR, health, phase and renewal values.
Each sync reloads the Planhat objects you selected in full, daily, weekly or monthly, or on demand. Answers reflect the latest sync, so a renewal logged this morning appears after the next run.
Yes. Connect your CRM alongside Planhat and Querri can join them, for example open expansion opportunities in the CRM against health and NPS in Planhat. Matching usually runs on company name, domain or an external ID you keep in both.
No. Querri only reads from Planhat. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Flows, checklists, banners, pins, launchpads and segments from Appcues.
Posts, votes, comments, companies and changelog entries from Canny.
Cancel flow sessions, offers, survey answers and feedback from Churnkey.
Segments, sessions, recording settings and webhooks from FullStory.
Connect Planhat, add the rest of your systems, and get answers your whole team can check.