Sales handoffs that keep the conversation moving

Give SDRs a direct path to the right AE. Capture context, match a host, and get the next meeting booked.

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An illustrative routing preview with prospect identity, ownership, and a matched host.
Adobe
GitBook
Census
Crew
Retool
A layered prospect profile with CRM fields and connected data sources.

Prospect context

Collect the details your team needs with a published handoff form.

A qualification flow branching into matched and unmatched requests.

Ownership

Check existing CRM relationships before assigning a new host.

Routing queues and a floating panel for assigning eligible hosts.

Distribution

Apply team rules and a configured fallback to every handoff.

Meeting cards arranged across a calendar.

Booking

Book during the conversation or share a time with the prospect.

A clear destination for every handoff.

Keep the seller, prospect, and next host connected through one configured flow.

An illustrative routing preview with prospect identity, ownership, and a matched host.
Setup guide

Give every handoff a clear next step

Capture the prospect’s context and connect it to the right account executive.

A sales handoff form connected to host selection and scheduling. View illustration

Allowed bookers

Choose which sellers can start handoffs from this router.

Handoff forms

Collect the context your team needs through a published Outbound Form.

Read the docs

CRM prefill

Configure prospect identity and prefill to carry details into the handoff.

Find the right host, every time

Use ownership and distribution rules, with a fallback for prospects without a match.

A simple branching workflow alongside a larger team routing canvas. View illustration

Ownership first

Preserve the relationship with the prospect’s existing CRM owner.

Fallback team

Choose who receives prospects when no ownership or distribution rule matches.

Read the docs

Booker participation

Make the seller’s attendance optional, required, or excluded.

Book now. Or share the next step.

Enable dedicated links, reusable links, or Magic Slots so sellers can schedule the way the conversation needs.

A personal booking calendar with available days and meeting times. View illustration

Connected calendars

Check availability through your team’s connected Google or Microsoft calendars.

Booking rules

Set meeting duration, buffers, minimum notice, and the booking window.

Read the docs

Your booking experience

Apply a published theme for your layout, colors, logo, and host visibility.

See what happens after the handoff

See how requests become meetings.

A routing canvas combining qualification, CRM ownership, and team distribution. View illustration

Routing Logs

See the rules, host, and outcome behind each request.

Conversion visibility

Track qualification and booking conversion.

Read the docs

Test your configuration

Try sample inputs against your saved rules.

Keep the conversation moving

Turn meeting events into timely follow-up.

A booking flow branching into confirmation or a configured follow-up workflow. View illustration

Meeting triggers

Start workflows from bookings, reschedules, and completed meetings.

Read the docs

Connected follow-up

Send emails, notify Slack, or trigger a webhook.

They said yes.
Make the next meeting happen.

Every path to a meeting.
One system behind it.

Explore customer journeys
FAQ

Frequently asked questions

  • It is the transition from a prospect’s initial sales conversation to a meeting with the account executive or team that takes the next step. Distro combines prospect context, host selection, and scheduling in that handoff.

Read the setup guideCalendar integrations

Reworking your sales handoff?

Bring your current Chili Piper handoff or Calendly scheduling flow. Compare how the next rep is selected, what context they receive, and how the meeting gets booked.

Chili Piper alternative Calendly alternative
CRM, calendar, and notification cards around Distro’s routing engine.

Inbound Router

Turn your website forms into qualified meetings with CRM ownership, team distribution, and instant scheduling.

View Inbound Router
Meeting cards arranged across a calendar.

Booking Links

Share a personal link or bring two or three hosts together. Give your guest one place to find a time that works.

View Booking Links

Better meetings.
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