# Inherit > AI-powered sales handoff automation. Connect HubSpot or Salesforce, generate instant account transition briefs, and protect revenue when reps change accounts. Inherit turns a sales rep's book of business into an AI-briefed handoff package in minutes — not weeks. Used by B2B SaaS revenue teams to prevent the 60–90 days of lost momentum that typically follows a territory change or rep departure. Primary site: https://www.useinherit.com Support: support@useinherit.com ## What Inherit Does When a sales rep leaves, is promoted, or transfers accounts, the institutional knowledge they've built — relationship context, informal commitments, known risks, communication preferences — typically walks out the door with them. Inherit solves this by automatically generating AI account briefs from your CRM data the moment a handoff is initiated. Each brief covers: - Relationship history and health - Key contacts and decision-makers - Open deals, pending commitments, and deal stage - Risk factors and churn signals - Prioritized next steps for the incoming rep ## Key Features - AI-generated account briefs powered by Claude (Anthropic) - Native HubSpot and Salesforce CRM integrations - CSV upload for CRM-agnostic teams - PDF export and shareable brief links - Team collaboration with comments and notes - Zapier webhooks and Slack integration - Public REST API for custom workflows ## Core pages - [Inherit — home](https://www.useinherit.com/): AI-powered sales handoff briefs. Connect HubSpot or Salesforce, generate instant account transition briefs, and protect revenue when reps change. - [Pricing](https://www.useinherit.com/pricing): Free trial, Starter ($99/mo), and Pro ($399/mo) plans. Unlimited handoffs, CRM sync, team seats. - [Live demo](https://www.useinherit.com/demo): Paste a company domain to see a fully-briefed account summary in under a minute. - [ROI calculator](https://www.useinherit.com/roi): Estimate the annual revenue saved by automating your sales rep offboarding process. - [About Inherit](https://www.useinherit.com/about): Why we built Inherit, who is behind the company, and how we think about sales handoffs. - [Customer stories](https://www.useinherit.com/customers): Case studies from revenue teams using Inherit to transition accounts between sales reps. - [Trust & security](https://www.useinherit.com/trust): Data processors, subprocessors, security practices, and GDPR/CCPA posture. - [Contact](https://www.useinherit.com/contact): Email support@useinherit.com or reach us through the in-app widget. ## Integrations & docs - [HubSpot sales handoff](https://www.useinherit.com/hubspot-sales-handoff): Connect HubSpot, generate briefs, and push notes back into deals — all from Inherit. - [Salesforce sales handoff](https://www.useinherit.com/salesforce-sales-handoff): OAuth-connect Salesforce and sync account transitions between reps in both directions. - [Sales handoff template](https://www.useinherit.com/sales-handoff-template): Free template for writing account transition briefs by hand (or generate one in Inherit). - [Zapier integration docs](https://www.useinherit.com/docs/zapier): Webhook-based integration guide for Zapier and Make.com automations that fire on rep change events. - [API reference](https://www.useinherit.com/docs/api): REST endpoints for handoffs, briefs, and webhook-driven rep-change automation. ## Comparisons - [Inherit vs. manual handoffs](https://www.useinherit.com/vs/manual-handoffs): Why AI-generated briefs beat a hand-written Google Doc every time a rep leaves. - [Inherit vs. spreadsheets](https://www.useinherit.com/vs/spreadsheets): The hidden cost of tracking account transitions in Excel or Google Sheets. - [Inherit vs. Notion](https://www.useinherit.com/vs/notion): Notion is a great wiki — but a terrible source-of-truth for account handoffs. - [Inherit vs. Google Sheets](https://www.useinherit.com/vs/google-sheets): Why a shared spreadsheet becomes a liability the moment the rep who built it leaves. - [Inherit vs. email](https://www.useinherit.com/vs/email): Email handoff threads lose context, get lost in archives, and never sync with the CRM. - [Inherit vs. Salesforce Notes](https://www.useinherit.com/vs/salesforce-notes): Native CRM notes are not account transition briefs — here is the gap Inherit closes. ## Customer stories - [How CloudPipeline Closed Three At-Risk Deals After an Unexpected Rep Departure](https://www.useinherit.com/customers/series-b-saas-rep-departure): When a senior AE left mid-quarter with three deals in final negotiations, CloudPipeline used Inherit to brief a replacement rep in under two minutes — and closed all three. - [How Veridian Systems Cut Territory Transition Prep From One Week to Four Hours](https://www.useinherit.com/customers/enterprise-software-territory-change): Veridian's sales ops team was spending a full week per territory change building manual handoff documents. Inherit automated the process — and improved brief quality in the process. - [How Ardent Financial Stopped Losing Deal Context When Reps Leave the CRM](https://www.useinherit.com/customers/fintech-crm-knowledge-gap): Ardent's RevOps Manager discovered Inherit after losing a $220K deal because a new rep didn't know about an objection raised six months earlier. Now no institutional knowledge stays trapped in a rep's head. ## Blog — sales handoff guides - [The Complete Guide to Sales Rep Offboarding](https://www.useinherit.com/blog/sales-rep-offboarding-guide): How to transition accounts, preserve relationships, and protect pipeline when a sales rep leaves. A step-by-step process for revenue leaders. - [Why New Sales Reps Take So Long to Ramp on Inherited Accounts](https://www.useinherit.com/blog/why-new-sales-reps-take-so-long-to-ramp): Most sales leaders assume ramp time is a training problem. It isn't. The real culprit is missing account context — and it's fixable before day one. - [The Account Handoff Playbook: How to Transfer a Book of Business Without Losing Deals](https://www.useinherit.com/blog/account-handoff-playbook-sales): A step-by-step playbook for sales leaders managing rep transitions — from the moment you find out a rep is leaving to the incoming rep's first 30 days. - [How to Write a Sales Account Handoff Brief (With Template)](https://www.useinherit.com/blog/how-to-write-sales-account-handoff-brief): A step-by-step guide to writing account handoff briefs that actually prepare incoming reps — with a fill-in template you can use today. - [The Real Cost of Sales Rep Turnover (It's Not Just the Recruiting Fee)](https://www.useinherit.com/blog/sales-rep-turnover-cost): Most CFOs calculate sales rep turnover cost wrong. Here's the full picture — including the hidden revenue impact that never shows up on the offboarding invoice. - [What CRM Data Actually Matters for a Sales Handoff (And What to Ignore)](https://www.useinherit.com/blog/crm-data-sales-handoff): Not all CRM data is useful during a rep transition. Here's what incoming reps actually need — and why a raw CRM export isn't a handoff brief. - [Sales Territory Transfers: How to Move Accounts Between Reps Without Losing Pipeline](https://www.useinherit.com/blog/sales-territory-transfer-guide): Territory rebalancing, promotions, and team restructuring all trigger account transfers. Here's how to move accounts between reps cleanly — without tanking deals in progress. ## Legal - [Privacy policy](https://www.useinherit.com/privacy): How Inherit collects, stores, and processes customer data. - [Terms of service](https://www.useinherit.com/terms): Commercial terms for using Inherit.