Multiple ways in
Meet every sales process where it is, without compromising the structure delivery needs.
Sales handoff & project intake
The deal closes. Delivery starts informed.
Capture requirements, promises, stakeholders, dates, and dependencies once—then give implementation a project they can confidently accept.
Project intake
Northstar implementation
CRM / API
Connected
Handover email
Parsed
From: Sarah · Account Executive
Subject: Closed Acme Corp
Scope + promised date captured
CSV import
Validated
AccountARRGo-live
Acme$84k15 Nov
3 fields mapped
Manual entry
Guided
*Account*Owner*Scope*Go-live
Structured result
Project brief · 14 required fields complete
Owner assignedDates verifiedReady to review
What changes
No archaeology before kickoff.
Create projects through CRM or API
Convert a handover email into structured intake
Import qualified work from CSV
Start manually with guided required fields
Preserve sales commitments and requirements
Route incomplete intake back to the owner
A complete brief
Standardize scope, stakeholders, success criteria, integration needs, dates, and dependencies.
Ready for acceptance
The receiving team reviews the same context and can accept or return it with a reason.
Book a Demo
See sales handoff and project intake in action.
Share a few details and we’ll show you how Handover fits your team’s workflow.