Problem 01
Unqualified handoff
Sales needs to know if the request is purchase intent, expansion, billing confusion, or frustration.
Revenue handoff
Turn qualified support conversations into clean sales handoffs.
Replofy preserves customer context, support history, intent, and next action when a conversation should move from support to sales or success.
Intent detectedContext packagedCRM update preparedOwner assigned
Sales handoff
ready for sales
pipeline context
Support to sales handoff
qualified handoff
Conversation signals
Need
team inbox + SLA reporting
from support thread
Company
Acme Demo
42 support seats
Urgency
implementation this month
customer stated
CRM update preview
Stage
Qualified conversation
not committed
Owner
Nora S.
sales queue
Next task
Book workflow demo
due tomorrow
Operator control
Write access
CRM update requires approval
sales_ops role
Support case
remains open
handoff linked
Audit
summary generated
source visible
support01
Summarize
Aura extracts buying signals without closing the support case.
approval02
Preview
CRM fields are shown before any update is sent.
handoff03
Assign
A sales owner receives context, source, and recommended next action.
Solutions overview
Sales Pipeline
Replofy preserves customer context, support history, intent, and next action when a conversation should move from support to sales or success.
How it works
ready for sales
01
Intent detected
Aura or operator identifies buying signal, expansion request, or sales question.
02
Context packaged
Conversation, customer profile, support history, and source are summarized.
03
CRM update prepared
A task, note, or pipeline update is prepared for approval.
04
Owner assigned
Workflow routes to sales, success, or support follow-up.
Problem Replofy solves
Sales handoffs fail when support forwards a raw transcript.
Replofy turns conversation intent into structured handoff data: customer context, reason, urgency, source, and next action.
Problem 02
CRM drift
Customer records fall behind when support conversations are not converted into updates.
Problem 03
No ownership
Support-to-sales work needs owner, status, and follow-up state.
Pipeline path
Support conversation to CRM-ready handoff.
Signal
01Intent detected
Aura or operator identifies buying signal, expansion request, or sales question.
Brief
02Context packaged
Conversation, customer profile, support history, and source are summarized.
Action
03CRM update prepared
A task, note, or pipeline update is prepared for approval.
Route
04Owner assigned
Workflow routes to sales, success, or support follow-up.
Audit
05Outcome tracked
Support can see whether the handoff was accepted, rejected, or returned.
Support and sales
Keep the customer story intact.
Support context
- Original issue and sentiment
- Resolution status
- Customer plan or order context
- Support risk or frustration
Sales action
- Qualified lead note
- CRM task or update
- Owner and due date
- Return path if support is still needed
Related pages
See what to read next.
Solutions
Campaigns
Campaigns in Replofy are framed around customer conversations: follow-up, recovery, lifecycle messaging, routing, and handoff when a reply becomes support or sales work.
Solutions
Ecommerce Support
Replofy connects commerce context to support conversations so order status, refund, exchange, billing, and shipping requests move through answers from approved sources, with humans approving sensitive actions.
Integrations
CRM
CRM context gives Replofy account state, lifecycle, ownership, and customer history so support, success, and sales work from the same record.
Design handoff
Route revenue intent without losing support context.
Give sales the conversation history and support state they need before they follow up.