Client management software, from won deal to delivery
Client management software that turns a won deal into a client record in one step, then hands it to your delivery team with a checklist, notes and a named customer success owner — checked by a reviewer before it's accepted, so nobody starts the work by asking sales what was promised.
- Convert a won deal into a client
- A handover checklist before delivery starts
- A reviewer accepts or sends it back
Owner · Priya Sharma
Submitted by Kavya Iyer
Accepted · separate reviewer
- handover checklist items, 5 of them required
- 6
- handover statuses, from draft to accepted
- 4
- client statuses: active, inactive and archived
- 3
Everything a client carries
- Source dealThe won deal the client came from, one click away
- Company & contactThe people and business sales already knew
- Owner & statusAn accountable owner, and active, inactive or archived
- HandoverChecklist, notes and a customer success owner
- FilesThe documents the delivery team needs
- TimelineActivities and changes on the client, in order
The deal closes and the context stays with sales
The rep knows who signed off, what was promised and which deadline really matters. The delivery team gets a forwarded email thread and a kickoff call, and spends the first week rediscovering what the buyer already told sales.
Handovers nobody checks
A rep writes a quick note, marks the job as handed over and moves on to the next deal. Nobody confirms that access details, deliverables and next steps were actually shared until the customer asks why nothing has started.
No owner once the sale is done
Sales has moved on and delivery assumes someone else is in charge. Without a named customer success owner, the first follow-up after a win is the one that slips, at the moment the customer is watching most closely.
Turn a won deal into a client in one step
When a deal is marked won, the rep converts it into a client from the deal page, on the web or in the mobile app. The client takes its name from the deal and gets its own number, such as CL-00064. Deals that aren't won can't be converted, and converting the same deal twice simply opens the client it already created.
- Convert from the deal page, on web or mobile
- A client number such as CL-00064, named after the deal
- Only won deals can be converted
- Converting twice returns the existing client, not a copy
Everything sales knew, on the client record
Open a client and the source deal is right there, along with the deal's company and contact. The timeline shows what has happened on the client, the files tab keeps the documents together, and the latest handover sits on the page so anyone can see where it stands.
- The source deal, linked from the client
- The deal's company and contact
- A timeline and a files tab on every client
- The latest handover and its status at a glance
A client handover checklist that has to be finished
Every handover starts with the same six items: account context and stakeholders, deliverables and success criteria, credentials and access, next steps for the first 30 days, a customer success owner, and key files. Five are required, and the handover can't be submitted until they're ticked and a CS owner is chosen. Notes carry anything the list doesn't.
- Six checklist items, five of them required
- Submit stays blocked until the required items are done
- A customer success owner must be set before submitting
- Handover notes for everything else the team should know
Accepted by a reviewer, or sent back with changes
A submitted handover goes to a reviewer, who reads the checklist and notes and either accepts it or requests changes. Requesting changes sends the handover back to the rep with the reviewer's note, so the rep knows exactly what to fix before submitting again. The customer success owner is notified, so the new owner hears about the client from DigiPix Flow rather than in a corridor.
- Draft, submitted, accepted or changes requested
- Accept, or request changes with a note
- Requested changes send the handover back to the rep
- The customer success owner is notified
The person who submits isn't the one who accepts
A handover is checked by someone other than the person who wrote it. Whoever submitted a handover can't accept it while anyone else holds the handover permission. In a small team with a single reviewer, that person may accept their own handover, and the audit log records that they did.
- The submitter can't accept their own handover
- Applies whenever another person can review
- A sole reviewer may accept, and it's recorded
- Every step written to the audit log
Every client, with an owner and a status
The client list shows each client's number, name, owner and status. Set a client active or inactive as the relationship changes, and archive the ones you no longer work with — they can be unarchived later. On the web, select several clients and assign them to a new owner in one go.
- Active, inactive and archived statuses
- Archive a client, and unarchive it when needed
- Select several clients and assign an owner at once
- Each client's number, owner and status in the list
Talk to clients, and group them for outreach
The communication panel on a client shows its email, SMS and WhatsApp conversations, so the delivery team can see what was said before they write. Segments can target clients too, so you can build a group of active clients and reach them together.
- Email, SMS and WhatsApp conversations on the client
- Earlier messages visible before anyone replies
- Segments that target clients
- Group active clients for a message to all of them
Clients and handovers on your phone
The DigiPix Flow mobile app has a client list and a client detail screen, with the handover, activities, files and follow-ups for each client. A rep who wins a deal on a site visit can convert it on the spot, work through the handover checklist, and log an activity before leaving the building.
- Client list and client detail
- Convert a won deal from the phone
- Handover checklist, activities, files and follow-ups
- Log an activity against a client in a few taps
From a won deal to an accepted handover, in five steps
- STEP 01
Win the deal
The rep marks the deal won once the customer says yes.
- STEP 02
Convert it to a client
From the deal page, the rep converts the won deal into a client with its own number.
- STEP 03
Prepare the handover
Work through the checklist, add notes and choose a customer success owner.
- STEP 04
Submit for review
Once the required items are done, the handover goes to a reviewer.
- STEP 05
Accept or send back
A second person accepts it, or requests changes and sends it back.
Handovers in a CRM vs emails and kickoff calls
| What it covers | Handover emails and kickoff calls |  DigiPix Flow |
|---|---|---|
| Where the customer's context lives | A forwarded email thread and the rep's memory | On the client, linked to the source deal |
| What gets handed over | Whatever the rep remembers to mention | Six checklist items, five of them required |
| Who owns the customer next | Agreed in a meeting, if anyone asks | A customer success owner set before submitting |
| Checking the handover | Nobody reads it until something goes wrong | A reviewer accepts it or requests changes |
| Marking your own homework | The rep decides the handover is done | The submitter can't accept their own handover |
| Customers you no longer work with | Left in a spreadsheet tab, or removed | Archived, and unarchived if they come back |
| The record of what happened | Scattered across inboxes and chat | A timeline on the client, and entries in the audit log |
Client and handover questions, answered
How does a deal become a client?
A rep opens the won deal and converts it into a client, on the web or in the mobile app. The client takes its name from the deal and gets a number such as CL-00064. Nothing is converted without a rep choosing to do it.
Can a deal that isn't won be converted?
No. Only won deals can be converted into clients. If you try to convert the same won deal a second time, DigiPix Flow opens the client it already created instead of making a duplicate.
What's on the handover checklist?
Six items: account context and stakeholders, deliverables and success criteria, credentials and access handoff, next steps for the first 30 days, a customer success owner, and key files attached. The first five are required; key files is optional.
When can a handover be submitted?
Once the five required checklist items are ticked and a customer success owner is set. Until then the Submit handover button stays disabled, so a half-finished handover can't reach a reviewer.
What happens when a reviewer requests changes?
The handover is marked changes requested and goes back to the rep with the reviewer's note. The rep updates the checklist or notes and submits it again, and the reviewer can then accept it.
Can the person who submitted a handover accept it?
Not while anyone else holds the handover permission — a second person has to accept it. If your team has only one reviewer, that person may accept their own handover, and the audit log records that they did.
What does a client's status mean?
A client is active, inactive or archived. Use inactive for a relationship that has paused, and archive clients you no longer work with. Archived clients can be unarchived whenever you need them again.
Can we message clients from DigiPix Flow?
Yes. The communication panel on a client shows its email, SMS and WhatsApp conversations, and segments can target clients, so you can group them for outreach through the channels you have connected.
Can my team manage clients on their phones?
Yes. The mobile app has a client list and client detail, with the handover, activities, files and follow-ups for each client, and reps can convert a won deal and log an activity from their phone.
Something we haven't covered? Talk to an expert
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Hand every won deal over properly
Talk to an expert — bring the way your team hands customers to delivery today and see a handover that's checked, owned and accepted.
- A real person, not a bot
- Bring your current handover
- See a handover reviewed end to end