Handoff Desk
SmallCRM · Sales and customer success teams
Hand a won customer from sales to onboarding with nothing lost, avoiding a rough start.
Built in this build
- Handoff form and context notes
- Onboarding task list
- Owner and due dates
- Handoff templates
- Required fields
- Summarizes a handoff brief from sales notes
- Handoff time and completion
Vision (needs external services)
- Task reminders after handoff
- Email context import
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Handoff form and context notes
- Onboarding task list
- Owner and due dates
Admin modules
- Handoff templates
- Required fields
AI capabilities
- Summarizes a handoff brief from sales notes
Automations
- Task reminders after handoff
Analytics & reports
- Handoff time and completion
Integrations
- Email context import
Mobile
- Approve handoff and track tasks
Roles & permissions
- Sales rep
- Onboarding owner
CRM →
Deal Deposit
Collect a deposit on won deals so verbal yeses don't cost you money and time.
Quote Craft
Quote creation and approval tracking for small teams.
Refer Reward
Track customer referrals and rewards so your cheapest sales channel doesn't go unrecorded.
Renew Guard
Track contract and service renewals with owner and risk so accounts aren't lost silently.
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