All functions
Customer conversations · Sales team handoff
Hot leads go cold in the gap between “interested” and “who’s taking this?”
When a lead is ready, the right salesperson gets it with the full history — not a blank name and number.
The problem it solves
Qualified leads are handed over late, to the wrong person, or without the details already collected.
- Dealerships
- B2B sales teams
- Agencies
What it does
- Assignment rules by availability and specialty
- Lead summaries in your CRM
- Pickup confirmation and reassignment
- Manager visibility on unclaimed leads
Example workflow
- IntakeQualified lead
- ProcessingCheck who’s available
- ReviewAssign with summary
- OutputConfirm pickup
Try it
Simulated demoSample data only. Nothing is sent or booked.
Sample lead
Qualified lead: trade-in ready, financing approved, wants to visit today
- Lead marked ready
- Assigned to available salesperson
- No pickup in 10 minutes
- Reassigned and manager notified
Handoff logExample output
Run the demo to see the work product.
What we'll need from you
- Access to the phone line, chat, or inbox the assistant will answer
- Your business hours, services, and the questions customers usually ask
- Rules for when a person should take over, and who that person is
Pricing
Sales team handoff
Custom pricing based on your business model, company size, and requirements.
Discuss your requirements