Hand a client to a new colleague without losing the next step
Transfer a client with the latest commitment, next action, and the new owner's acknowledgment. Includes a handover record and introduction.
Open the solution →A problem in a small team’s work
The client falls between two owners.
The CRM owner changed, but the latest commitment stayed with the previous colleague. The client does not know who will reply, and the new owner has no verified first action.
Why address it
The team reconstructs the agreement and may miss a promised reply. Changing a field does not complete the transfer: the receiver needs the evidence, capacity and explicit acceptance.
How big is the problem in your team?
For the last five ownership changes, check the retained commitment, acceptance, working references and completed first action. Record missing items and reconstruction time rather than presenting an estimate as a lost project.
This is a recommended measurement approach, not an estimate of an average business loss. We have no verified market benchmark for this specific problem. Your baseline lets you compare the change later.
Choose what needs to change
Internal reminders that stop when the task is done
Use current task state and suppress same-day repeats. The included script starts in dry-run mode.
Open the solution →Start with a verifiable process
One client transfer needs a record and explicit acceptance. An internal reminder can track the next task; a tool-generated summary does not transfer responsibility.