Deal continuity and handovers

Keep every buyer requirement, promise, decision, and next step with the account as ownership changes.

Department

Sales

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A deal handover transfers responsibility for an active account from one seller or specialist to another. A useful handover includes the buyer's stakeholders, requirements, objections, promises, decisions, and next steps, not only the opportunity stage and value.

The CRM shows the deal, not its story

When ownership moves from SDR to AE, AE to sales engineer, or sales to post-sale, the new owner reconstructs the account from fields, notes, calls, and internal threads. Context gets compressed into a few lines, commitments disappear, and the buyer has to repeat information the company already learned.

Qontext keeps the account story together

Qontext brings CRM records, documents, and conversations from configured Sources into the same context repository. A connected sales Client can retrieve the relevant account context when a handover happens, so the next owner receives the current requirements, decisions, commitments, and open questions without maintaining another manual summary.

Get started

  1. Connect the Sources that contain account records, call notes, documents, and internal discussions.

  2. Organize the relevant customer and deal context in the context repository.

  3. Connect the sales Client that prepares handovers through MCP or the API.

  4. Retrieve the current account context whenever ownership changes.

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