For account managers

Know which of your clients need a call this week, before they ask for one.

Handover reads HaloPSA or ConnectWise and shows which of your accounts have changed, what they are worth and what to do about it. When it is time to prove your value, it builds the QBR pack too.

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Read-only. Results in about a minute.

This week

Four things need you this week.

1
Carter & Lowe SolicitorsStrong signRenews in 41 days£31,200 a year
Ticket activity dropped
3 tickets a month, against a usual 11. Normally 7 to 15.
Re-engage a quiet client
2
Westfield ManufacturingNew this week£46,800 a year
First response time changed
Typically 5 hr, against 1 hr over the last year.
Reset response times
3
Ashby Primary Trust£22,800 a year
Contract ends in 58 days on a thin margin
Send the price-rise letter
4
Northgate Dental Group£14,400 a year
Has not opened the last 3 Value Receipts
Call them instead

Account management at an MSP is a relationship job. Your value is in knowing what your clients need before they ask, spotting warning signs before they become churn, and showing up to every conversation with something worth saying.

What it should not be is spending four hours every quarter copying ticket data into a document, reformatting stale spreadsheets, and hoping the numbers are right before the meeting starts.

Handover gives you that four hours back. Every time.

Your week starts with who to call

Revenue at Risk lists every client whose service or relationship has changed against its own history, ranked by the revenue it holds. Each one comes with a Save Play: the steps to take and an email to the decision-maker, ready to send. When the client recovers, it counts towards your Saved Revenue.

What Handover does for account managers

Handover connects directly to HaloPSA and ConnectWise Manage and turns live ticket and project data into professional client-ready reports and QBR packs. Not a template you fill in. Not a dashboard you screenshot. A complete, formatted narrative of what happened, what is at risk, and what comes next.

In under 30 seconds.

Your QBR pack. Generated, not assembled.

The QBR is often your most important client touchpoint and your most expensive prep task. Handover generates the full pack directly from PSA data:

Executive Summary: AI-written in plain business English.
Ticket Volume and Trend Charts: visual weekly bar charts.
SLA Performance: clear, visible compliance data.
Project Status Overview: progress, RAG, and plain-English summaries.
Risk Register: AI-identified business risks from live delivery data.
Next Steps and Recommendations: specific and forward-looking.

Export as branded PowerPoint, PDF, or Excel every time.

Between QBRs, stay one step ahead

QBRs are quarterly, but relationships are daily. With scheduled reporting, clients receive professional weekly updates automatically. No manual effort, no missed sends, and better conversations when issues do happen because context already exists.

The numbers that matter

2 to 4 hours saved per client per QBR preparation
Weekly automated client updates with zero manual effort
Every active ticket and project summarised in one place
30 seconds from PSA connection to client-ready report

What your clients actually experience

Clients do not care about ticket IDs. They care that systems run, projects move, and value is visible. Handover translates delivery activity into language boards understand and highlights what matters most.

Works with your PSA today

Connect HaloPSA or ConnectWise natively with no setup project. If you run both or are migrating between them, Handover supports both simultaneously.

Generate your first QBR pack free

Features that power this

Revenue at Risk · Save Plays · QBR Pack Generator · Exports · AI Insights