A handoff-specific readiness gate, not a general completeness score. Checks the exact fields CS needs the moment a deal closes, job title, phone, lifecycle data, and blocks the handoff until they're there, catching gaps at the one moment they actually matter instead of on a periodic audit.
Deals close and land on CS's desk missing the phone number, job title, or lifecycle data they need on day one.
No. It only checks the fields that matter at the handoff moment, not everything in the record.
The gap gets flagged back to the closing rep or ops owner so it gets fixed before CS inherits it.
Runs against your CRM using your own credentials, through your own AI instance. We don't copy, store, or retain your data.