Feature: Sales-to-Project Handover

Close the deal without losing the promise

When a deal is won, convert it into a delivery project without rebuilding the client brief. Research, requirements, pain points, notes and quotation details move forward with it.

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Deal Won

Acme Retail — Website Revamp

Research notes & identified gaps
Pain points from discovery calls
Quotation: ₹4,20,000 · 3 line items
Meeting notes & commitments made

→Converts to

New Project

Website Revamp — Delivery

Client brief attached automatically
Tasks created from scope & quotation
Delivery team assigned instantly
Nothing re-typed, nothing lost

Illustrative preview of the deal-to-project conversion.

Why this matters

Delivery teams stop reconstructing the brief

The single biggest source of client frustration in service businesses is a promise made in sales that delivery never fully understood. This handover closes that gap.