Solutions · Account Managers
You know your clients. You should not have to prove it every quarter with a spreadsheet.
Handover turns live HaloPSA and ConnectWise data into client-ready QBR packs and account reports in seconds, so you can spend more time leading conversations and less time formatting slides.
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.
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