For the deals that outlive the rep who opened them.
Your best rep just quit.
The deal shouldn’t.
The moment a rep leaves, Inherit reads every email, call, and note in their CRM and writes the new rep a briefing. They walk into the next call knowing the deal. It takes about 43 seconds.
Syncs with HubSpot and Salesforce in one click. CSV works too.
3-year relationship. Key contact: Sarah Chen (VP Sales). $120K ARR renewal in 60 days. Decision pending on enterprise tier upgrade.
What reps say
Never walk into an account blind again.
Sales reps use Inherit to hit the ground running on inherited accounts — full context, in under 60 seconds.
A rep left mid-quarter with three open deals. I pulled the Inherit brief, walked in fully prepped, and closed all three. This is a game-changer.
Marcus T.
Account Executive · Series B
Inherit gave me six months of account history before my first call. The customer said it was the smoothest transition they'd ever seen from a vendor.
Priya K.
Senior AE · Enterprise SaaS
I inherited 14 accounts on a Monday. By Wednesday every brief was ready and I had my first calls booked. No more starting blind.
James L.
Account Executive · Fintech
The brief caught a renewal risk my manager didn't even know about — a key champion had gone quiet for 90 days. Saved the account.
Sarah M.
Mid-Market AE · SaaS
A rep left mid-quarter with three open deals. I pulled the Inherit brief, walked in fully prepped, and closed all three. This is a game-changer.
Marcus T.
Account Executive · Series B
Inherit gave me six months of account history before my first call. The customer said it was the smoothest transition they'd ever seen from a vendor.
Priya K.
Senior AE · Enterprise SaaS
I inherited 14 accounts on a Monday. By Wednesday every brief was ready and I had my first calls booked. No more starting blind.
James L.
Account Executive · Fintech
The brief caught a renewal risk my manager didn't even know about — a key champion had gone quiet for 90 days. Saved the account.
Sarah M.
Mid-Market AE · SaaS
Every objection, every stakeholder, every past conversation — Inherit surfaces it before you walk in. My ramp was cut in half.
Daniel R.
New AE · Growth-Stage Startup
My manager used to spend hours writing handoff docs. Now Inherit generates the brief in 60 seconds and it's better than anything we wrote manually.
Aisha W.
Account Executive · B2B SaaS
I took over a $400K renewal with two weeks notice. Inherit had the full account story ready — deal history, risks, the relationship map. We renewed.
Tom C.
Enterprise AE · Scale-up
The first thing I do when I take on a new account is run Inherit. It's like getting a cheat sheet written by the rep who knew the customer best.
Rachel B.
Senior AE · Series C SaaS
Every objection, every stakeholder, every past conversation — Inherit surfaces it before you walk in. My ramp was cut in half.
Daniel R.
New AE · Growth-Stage Startup
My manager used to spend hours writing handoff docs. Now Inherit generates the brief in 60 seconds and it's better than anything we wrote manually.
Aisha W.
Account Executive · B2B SaaS
I took over a $400K renewal with two weeks notice. Inherit had the full account story ready — deal history, risks, the relationship map. We renewed.
Tom C.
Enterprise AE · Scale-up
The first thing I do when I take on a new account is run Inherit. It's like getting a cheat sheet written by the rep who knew the customer best.
Rachel B.
Senior AE · Series C SaaS
Works with your existing stack
How it works
From CRM data to brief in minutes
Three steps between your CRM and a fully-briefed team.
01
Connect your CRM
Link HubSpot or Salesforce in seconds, or upload a CSV. Inherit reads your accounts securely. No manual data entry.
02
Generate AI briefs
Claude AI synthesizes relationship history, deal context, key contacts, and risk signals into structured, ready-to-share account briefs.
03
Hand off with confidence
Download polished PDFs, share links with your team, or push updates straight into Slack. Every rep gets the full picture before their first call.
Features
From CRM to brief in 60 seconds
Everything a revenue team needs when a rep leaves, a territory changes, or a deal needs a new owner.
AI-powered briefs
Claude reads your CRM data and writes a complete account summary in under 60 seconds — relationship history, key contacts, open risks, and exact next steps.
HubSpot & Salesforce
Native CRM integrations. Pull every account with one click. Always in sync — no CSV exports, no copy-paste.
Risk detection
AI flags at-risk accounts before the new rep even sends their first email — dormant deals, champion changes, unresolved objections.
PDF export
Every brief exports as a clean, branded PDF. Ready for Slack, email, or a pre-call prep folder in one click.
Team collaboration
Invite your whole revenue org. Assign handoffs, leave notes, and track every account transition in one place.
Zapier & webhooks
Trigger automations the moment a brief is published. Connect to 5,000+ tools. No engineering required.
Built for your whole team
Every seat, the same context.
From the rep in the field to the CRO in the boardroom. Everyone wins when handoffs don't fail.
VP of Sales
Know which accounts are at risk the moment a rep gives notice.
Revenue Operations
Standardize handoff quality and keep CRM data clean across every transition.
Sales Manager
Get new reps fully briefed and ready to sell before their first call.
Incoming Rep
Walk into every account with full context. No more starting from scratch.
CRO
See every rep change that could put revenue at risk. Act before deals go dark.
Customer Success
Keep relationships intact when reps move on and account contacts change.
94%
Faster rep ramp time
$50M+
ARR protected
< 60s
Per brief generated
The difference
Before Inherit. After Inherit.
The same rep departure. A completely different outcome.
Built for these moments
Every rep transition is a revenue risk.
Inherit was built for the exact moments when deals fall through the cracks.
The rep just put in their notice.
The account has 18 months of relationship history, 3 open deals, and a renewal in 60 days.
Inherit generates the full brief. Your next rep walks in briefed — not blind.
Enterprise renewal in 60 days.
Account owner just transferred mid-cycle. The incoming rep has never spoken to this customer.
Inherit pulls up the risk flags, key contacts, and next steps automatically from your CRM.
New AE starts Monday.
They're inheriting 12 accounts from three different reps. You have a weekend to get them ready.
Inherit generates a brief for every account: relationship context, deal status, and recommended next steps.
Trusted by revenue teams
What sales leaders say
“A rep left mid-quarter with three deals in final negotiations. Inherit gave the new rep a complete brief in under two minutes. We closed all three.”
Marcus T.
VP of Sales · Series B SaaS
“We used to spend a week doing manual handoff prep for every territory change. Now it's automated and the quality is actually better than what humans were writing.”
Priya K.
Director of Sales Operations · Enterprise Software Co.
“The AI catches context that reps forget to document: objections raised six months ago, a champion who left, budget cycles. It's like having a perfect memory for every account.”
James L.
Revenue Operations Manager · Growth-Stage Fintech
Why not just use ChatGPT?
Built for this. Not bolted on.
ChatGPT and spreadsheets can get you halfway. Inherit was purpose-built for the other half.
Pricing
Simple, honest pricing
Start free, upgrade when your team scales.
Starter
Single user • Cancel anytime
- Unlimited handoffs
- AI-powered briefs & PDF export
- Connect one CRM
- Single-user access
- Email support
Pro
Unlimited team • Cancel anytime
- Everything in Starter
- HubSpot + Salesforce
- Unlimited team members
- Priority support
- Slack integration & API
Resources
From the Inherit blog
Guides and best practices for revenue leaders managing sales transitions.
Sales Territory Transfers: How to Move Accounts Between Reps Without Losing Pipeline
Territory rebalancing, promotions, and team restructuring all trigger account transfers. Here's how to move accounts between reps cleanly — without tanking deals in progress.
The Complete Guide to Sales Rep Offboarding
How to transition accounts, preserve relationships, and protect pipeline when a sales rep leaves. A step-by-step process for revenue leaders.
How to Write a Sales Account Handoff Brief (With Template)
A step-by-step guide to writing account handoff briefs that actually prepare incoming reps — with a fill-in template you can use today.
FAQ
Common questions
How does Inherit connect to my CRM?
Inherit integrates with HubSpot and Salesforce via secure OAuth 2.0. You authorize the connection once. Inherit reads your accounts, contacts, and activity history without storing your credentials. You can also upload a CSV if you prefer to stay CRM-agnostic.
How long does it take to generate a brief?
Most briefs are ready in under 60 seconds. Inherit pulls data from your CRM, runs it through Claude AI, and returns a structured brief covering relationship context, key contacts, deal status, risk signals, and recommended next steps.
Is my CRM data safe?
Yes. Data is encrypted in transit and at rest. Inherit only reads the accounts you select. It never writes to your CRM. All authentication uses industry-standard OAuth with refresh-token rotation. We never store your CRM credentials.
Can my whole team use Inherit?
The Free Trial is single-user. The Starter plan is for individual AEs and managers. The Pro plan includes unlimited team members: RevOps, sales leadership, and every incoming rep can all collaborate on handoffs.
What happens to my data if I cancel?
You can export all your handoffs and briefs as PDFs at any time. If you cancel, your data is retained for 30 days so you can export it, then permanently deleted from our systems.
Do you offer a free trial?
Yes. The Free Trial lets you create one complete handoff (up to 5 account briefs) at no cost, no credit card required. It’s enough to see exactly what Inherit produces before committing.
Get started today
Your next rep
starts informed.
Stop losing revenue to bad handoffs. The first one’s free — see what a real brief looks like on your own accounts.
