Effortless handoffs, informed interactions.

Handoffs leverages AI and integrates with all your existing tools to summarize every customer interaction so everyone knows what they need to know, when they need to know it.

Customer conversations should feel like old friends, not first dates.

01
Improve customer NPS
02
Reduce customer churn
03
Boost G2/TrustRadius reviews

Ditch the copy-paste

Handoffs automatically pulls in all the information you care about, so you can stop copy and pasting from multiple sources or listening back to hours of calls. Everything you need to know, fully automated with Templates and Triggers.

Your customer retention has our attention. Handoffs has everything you need.

Data Syncs

Securely connect Handoffs to Salesforce, HubSpot, and other business software to automatically generate summaries for your team.

Team Management

Use Handoffs across your entire department and company. Invite users directly or turn on email domain settings to let anyone at your company seamlessly sign up.

Reporting

Track usage and analytics across your team to ensure no customers are dropped through the cracks.

Custom Templates

Create shared summary templates for each scenario. Whether its a new customer onboarding handoff or an exec escalation handoff, customize each template easily.

CRM Workflow Triggers

Use data in your Salesforce or HubSpot to automatically notify users of new handoffs. Set up all processes quickly.

Handoffs Everywhere App

Use the Google Chrome app to overlay Handoffs inside Contacts and Accounts in Salesforce or HubSpot. Users can stay in the tools they already use. No need to learn a new platform.

"Experiencing unwieldy handoffs can be highly frustrating for customers, whether these transitions occur between Sales and Customer Success teams or even within the Customer Success teams themselves. Ineffectual handovers can lead to delays, unfulfilled expectations, and, quite frankly, undermine the trust that organizations have diligently nurtured."

-Atul Nanda

Customer Experience Executive at Google Cloud
(previously SVP, Global Customer Success at Salesforce)

"At Sendoso, we know seamless customer handoffs are critical to retention and expansion, but we had to painfully build manual and lengthly processes to manage them. We've looked at dozens of options to improve the process and nothing was purpose-built, until now!"

-Kris Rudeegraap

CEO, Sendoso

“Saying the same thing over and over to multiple people is no way to start a new relationship. Without handoffs, CSMs rarely access the critical information shared with sales teams, leaving customers to pick up the slack. Customers are annoyed and frustrated to explain their goals and requirements repeatedly. As a result, nailing handoff meetings is a vital way to engage customers immediately.”

-Donna Weber

Customer Onboarding Expert & Author “Onboarding Matters
(Previously Head of Training and Customer Success Programs at TIBCO)

"Pre to post sale customer handoffs are unanimously a critical step in ensuring optimal time to value for the customer, but somehow...they're almost never done as well as they could be. The time invested by customers and solution providers to build a relationship, scope a solution to solve a need and enter into a contractual relationship is substantial, which is why we need a better way to ensure that work is handed off seamlessly from team to team as the lifecycle of the partnership evolves."

- Lexi Bohonnon

EVP Customer Success, Yext

“With a complicated, considered purchase, there’s all kinds of involved requirements, stakeholder points of view, and more than needs to be transferred from pre-sales to post-sales. It’s time consuming and even when it does get done, tons of information is lost - which leads to implementation failures and eventual churn. Nailing the handoff prevents all that.”

- Pete Kazanjy

Founder, AtriumHQ

"Most organizations take notes and pass them from department to department in salesforce. However, almost always, context is lost in translation and these handoffs can typical fell like drop offs for the customer. Leveraging the power of Ai to capture all relevant information is priceless during an account transition."

- Bobby Cooper

VP of Customer Success, Tapcart

"Handoffs.com is solving a real problem by improving communication between GTM teams and in doing so drives better customer outcomes with less friction."

- Gary Luton

CCO Mindtickle

"Scaling CS from $1M to $300M means a lot of building process, and nailing the customer handoff is something that was a challenge every step of the way. Handoffs.com is the piece that's been missing.”

- John Gleeson

Founder & Managing Partner, Success Venture Partners

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Better Handoffs = Better Retention

It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!

Seamless integrations with the rest of your tech stack

Pull in data to optimize your most critical customer experiences to deliver exceptional handoffs. Some integrations require a CRM data sync and some are coming soon. Contact us for details.