It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!
Handoffs uses AI to turn your CRM data into instantly sharable Summaries to make customer conversations 100x easier.
Automatically pull data from your CRM into templated Summaries. Your colleague will see the most relevant real-time customer data with one click.
Understand your customers from call logs that have already happened with your team. Your customers will love when they don't have to explain their needs on every interaction with your team.
Share critical notes and attachments with your team during customer handoffs. Your colleagues will thank you, and your customers will notice.
Every Summary is customizable so you can add custom messages to the Summaries that are automatically generated by AI.
Our sign up happens with a click of a button, and transparent pricing lets you get started without negotiating an agreement.
Handoffs syncs with your CRM and other sales tools, without additional data entry.
Everyone on your team who interacts with customers can benefit from handoff reports, and the routing engine helps managers can manage customer assignments.
Decide what data and fields are pulled in from CRM. Create different Templates for different use cases. Build Templates from scratch or clone existing Templates.
Handoffs helps you manage customer assignments throughout your sales lifecycle, and can help reassign customers when someone joins or leaves your team.
View reports on Handoffs by team or Templates. Get unique ROI metrics on Time Saved Value and Customer Interaction Value. Download the reports and easily share them with your team.
Handoff Summaries deliver powerful customer insights to your teammate taking ownership of the relationship. With a click of a button, share essential customer information internally instead of requiring your customer to onboard your team (again).
See these examples for inspiration
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It is time to unlock the valuable customer insights stuck inside your CRM, inboxes, and business software. Your customers will thank you!
© 2023. Handoffs, Inc.
