CRM handoff agent
An AI agent that assembles the sales-to-CS handoff brief the moment a deal is marked Closed-Won. It pulls notes, contacts and commitments from the CRM, drafts the brief, and asks the account owner to confirm gaps. CRM automation that removes the empty-account problem.
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Setup guide
Free setup guide: connect your CRM, trigger the agent on Closed-Won, and get a handoff brief draft that a person approves. Plain steps, one copy-paste prompt, and a dry run on one closed deal. Works with any CRM that has an API or MCP connector. Want it done for you? See the Kickoff Pack.
Want the full set for a deal? See the Kickoff Pack or .
What you get
How it works: a Closed-Won trigger in your CRM starts the agent, which reads the deal record, call notes and email thread, then writes a structured brief to the account.
Guardrails: the agent drafts and flags missing fields; a person approves before anything is sent to the customer. Works with common CRMs through their APIs or an MCP connector.
What the brief looks like
Fictional example: every name, number and system is invented.
- Account: Northwind Tiles, 40 seats.
- Why they bought: "We lose quotes because nobody follows up."
- Promised: CSV import of existing quotes in week one.
- To confirm: training date for the Victoria office.
- Missing: billing contact. The agent asked the account owner.