What is Inherit?

Inherit is an AI-powered platform that generates account transition briefs the moment a sales rep change happens. Instead of spending 4–8 hours manually compiling account context, Inherit pulls your CRM data and delivers a complete brief in under 60 seconds.

Your new rep shows up with full context — relationship history, key contacts, deal risks, and next steps — not playing catch-up.

How It Works

1. Connect your CRM — Native integrations with HubSpot and Salesforce. One-click OAuth setup.
2. Create a handoff — Select the accounts transitioning to a new rep.
3. AI generates briefs — Claude AI reads your CRM data and writes tailored account summaries: relationship history, key contacts, risks, and next steps.
4. Share instantly — Export as PDF, share via link, push to Slack, or sync back to your CRM.

Key Features

• AI-powered account briefs — Relationship summaries, deal context, risk signals, and recommended next steps generated in seconds
• CRM sync — Native HubSpot and Salesforce integrations, always in sync
• PDF export — Clean, branded PDFs ready for Slack, email, or pre-call prep
• Team collaboration — Invite your revenue org, assign handoffs, leave notes, track progress
• Zapier webhooks — Trigger automations when briefs are published, connect to 5,000+ apps
• Slack integration — Push briefs directly into Slack channels
• Shareable links — Share read-only brief links with new reps, no login required

Who It's For