Handoff

No more complaints about unfair lead distribution

Handoff's algorithm constantly corrects to make sure every rep has the exact same number of meetings — even accounting for no-shows and cancelations.
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You are in good company. Trusted by 45,000+ users from companies like

Route and schedule
leads in seconds

SDRs can book meetings
for AEs from anywhere:

HubSpot, Salesloft, Salesforce, Outreach, Gmail
92%average show rate for
Chili Piper customers
100%less time spent routing
leads in a spreadsheet
< 30 secondsto route and schedule a meeting
Workato

We were able to increase revenue by 10-15% just by optimizing our inbound process. Our approach really paid off because we optimized what we were already doing rather than going out and spending more money.

Inwoo Song

Inwoo Song

Director of Growth @ Workato

10-15%

revenue increase

Grow

We’ve taken that whole 7-8 step demo scheduling process and turned it into a 2-3 step process. 70% of those that come in that are raising their hand are scheduling — that’s a huge win for us.

TJ Nokleby

TJ Nokleby

Director of Marketing @ Grow

70%

of hand-raisers scheduling

LawGeex

With Chili Piper, we reduced our SDR meeting no show rate by over 50%, and increased our SQL rate by 33%.

Zvi Storch

Zvi Storch

Acquisition Marketing Manager @ LawGeex

50%

fewer SDR meeting no-shows

No more ghosting

Get your show rate to 92% (or higher)

Automate Admin Tasks

Automate Admin Tasks

Routing, scheduling, reminders, follow-ups — all automated.

Personalize reminder emails

Personalize reminder emails

Use automated dynamic tags that help personalize reminder and email communication content.

Route however you want

Route however you want

No need to memorize every shortcut. All you need to do is write emails the way you always have - we'll handle the scheduling.

Get complicated with your weighting

Get complicated with your weighting

Want to route fewer leads to new reps? Or route more warm leads to your sales development team? Easy.

How Handoff works

Booking meetings should be easy!

How Handoff works — visual flow

Seriously, we timed it.

See how to Handoff from SDRs to AEs in less than 60 seconds

See how to Handoff from SDRs to AEs

Use Handoff across the funnel

Closed Won to Implementation

Easily hand off from sales to implementation to get your customer seeing value ASAP. Route to a CSM according to territory, company size, and industry — and even account for PTO.

Prospecting to Sales

When your SDR has a prospect on the phone, they can route and schedule the meeting with the right AE in seconds.

Chat to Sales

SDR chatting with a high-intent prospect in chat? Easily route and schedule a meeting with an AE in seconds.

And many many more...

See how Handoff from Chili Piper will change your distribution.

The only solution that optimizes conversions across the entire funnel

Chili Piper Handoff automates scheduling and lead routing from prospecting to sales to implementation. And we've been doing this for almost a decade.

Chili PiperRevenue HeroCalendlyDriftQualifiedHubSpot Meetings
Handoff from prospecting to sales
Handoff without forms
Handoff from Closed Won to Implementation
Optimize for equal distribution and availability
Advanced weighting
Handoff meetings from HubSpot, Salesforce, Salesloft, Outreach

Take a look how
Handoff works

Loved by sales,
operations, and customer
success leaders

Chili Piper Handoff automates scheduling and lead routing from prospecting to sales to implementation. And we've been doing this for almost a decade.

Sales

Sales leaders use Chili Piper Handoff to automate handoff from prospecting to sales teams and improve no-show rates.

❌ Before Handoff

✅ After Handoff

Outbound reps spending 10-15 minutes manually routing and assigning leads

Chili Piper routes and schedules meetings in less than 60 seconds

Meetings are assigned to the wrong rep

Chili Piper routes and schedules meeting with the next rep in the round robin

Too many no-shows 👻

92% meeting show rate for booked meetings

Constant issues with unfair pipeline distribution

Effortless lead routing that's evenly distributed

Wasted time adding inbound leads to cadences

No visibility into lead distribution

I'd rather have my reps on the phone dialing, setting up that next meeting, and closing that next deal. Not getting frustrated with how to fill out the Excel spreadsheet.

Andrew Froning

Andrew Froning

Strategic Sales Development Manager @ Justworks

Revenue Operations

RevOps leaders use Chili Piper Handoff to eliminate incorrectly assigned leads and keep their CRM up-to-date.

❌ Before Handoff

✅ After Handoff

Chasing reps to update CRM

Everything is automatically logged in CRM

Giant spreadsheets with custom formulas and workarounds

Easily create and update routing rules as your organization grows

Leads are assigned incorrectly

Leads are automatically assigned to the right rep

Meetings assigned to reps on vacation

Chili Piper automatically calibrates meeting count based on rep vacation time

Constant complaints about lead distribution

Fewer complaints from sales reps. "Just pure happiness."

We were live on Chili Piper and getting results within one week of signing the contract. We went from a 60% meeting show rate to 80%. That's created a significant increase in revenue that's easy to track. And for me, I no longer hear about lead routing from my AE team, which is a great sign. Just pure happiness.

Conor Lawrence

Conor Lawrence

Director @ Refine Labs

Customer Success

Customer Success teams use handoff to increase speed-to-onboarding, turning customers into life-long fans.

❌ Before Handoff

✅ After Handoff

Manually assigning CSMs to new accounts

Automatically round robin to the next available CSM for a particular segment

Slow customer implementation times due to lack of rep availability

Customers book implementation with the next available manager

Accounts are assigned to implementation managers when they're on vacation

Vacation is taken into account, with no extra configuration

Ad-hoc, manual CSM assignment out of Slack or email for pooled CSM use case

Round robin to the CSM in the queue based on availability

Manually adding meeting information into CRM for renewals, cross-sells, upsells

CRM is automatically updated

Chili Piper is an essential part of that tech stack. It's fundamental to our customer value pathway. We cut our first customer touch from 29 days to 7.

Pat Phelan

Pat Phelan

Chief Customer Officer at GoCardless

Common questions

How does Chili Piper ensure meetings are evenly distributed?

By default, Chili Piper suggests the team member with the fewest meetings in a time period. No-shows return reps to the front of the queue. The system continuously strives for perfectly even distribution across your entire team.

Why does Handoff improve conversion rates?

The algorithm optimizes both availability and meeting counts, allowing prospects to book the first available slot across the entire rep pool. This reduces no-shows and shortens sales cycles — and more booked meetings means more closed deals.

How can SDRs schedule meetings on behalf of AEs?

SDRs access the account page from their CRM or sales engagement platform, click the Chili Piper icon, and the system automatically displays the next available rep's calendar. One click, meeting booked.

If someone is on vacation, will they still be assigned leads?

No. Chili Piper automatically removes vacationing team members from the queue and returns them when they come back. No more awkward "I was out" emails after a deal goes cold.

Can SDRs hand off meetings from inbound chat?

Yes. SDRs can hand off meetings from any conversation platform — including Chili Piper Chat, Drift, Intercom, and others. The hand-off experience is seamless regardless of where the conversation started.

How do you hand off accounts from sales to onboarding after they're Closed Won?

Set up a round-robin queue for the implementation team. After Closed Won, the sales rep schedules an onboarding call — Chili Piper handles all the backend processes, so your new customer gets a fast, professional kick-off experience.

What is the meeting attendance rate for Handoff customers?

Approximately 92%. Handoff customers consistently see show rates well above industry average thanks to automated reminders, smart scheduling, and intelligent round-robin distribution.

See Handoff in action

Book a personalized demo and see how Handoff can get your team to a 92% show rate — starting today.