Emma
Inherit Team · Typically replies instantly
Thanks for checking out Inherit! What got you looking to automate your sales handoffs?
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Inherit vs. Manual process
Every rep transition done manually means hours of research, tribal knowledge lost in email threads, and incoming reps flying blind. There is a better way.
Try Inherit free →Manually researching account history, pulling notes from CRM, writing summaries — for every account in a territory. Multiplied across every rep departure.
The outgoing rep knows which stakeholder is the real decision-maker, what went wrong in year one, and what the renewal champion cares about. None of that is in your CRM.
Incoming reps who lack context come in cold, lose trust with key contacts, and let deals slip. The cost shows up 3–6 months later in churn and missed expansion.
Every manager and rep has a different standard for what "good" handoff notes look like. Quality varies wildly depending on how much the outgoing rep cared.
“We used to spend a full day building handoff packets. With Inherit it's done before lunch and it's better than anything we were producing manually.”
Sales Manager
Series B SaaS company
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