Emma
Inherit Team · Typically replies instantly
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Inherit vs. Spreadsheets
Google Sheets and Excel templates are the default. They're also why incoming reps consistently get stuck in the first 90 days — stale data, missing context, zero intelligence.
Try Inherit free →The moment you export from your CRM into a spreadsheet, it's already out of date. Deals move, contacts change, and the incoming rep is working from yesterday's reality.
A spreadsheet tells you deal values and contact names. It doesn't tell you that this account's CFO changes her mind every Q4, or that the champion is about to leave.
Handoff spreadsheet templates require upkeep, training, and enforcement. They're one more thing for a busy manager to chase.
Spreadsheets live outside HubSpot and Salesforce. Nothing writes back. CRM notes stay in the CRM; handoff notes stay in the sheet. Zero single source of truth.
“We had a 12-tab handoff template that nobody filled out correctly. Inherit replaced it in a week and everyone actually uses it.”
Head of Revenue Operations
Enterprise software company
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