The handoff process in CRM refers to the transition of leads or customers between different teams, such as from marketing to sales or from sales to customer success. A seamless handoff ensures that key customer information is transferred efficiently, preventing communication gaps and improving the overall experience. CRM platforms automate this process by tracking lead status, customer interactions, and engagement history, ensuring that sales representatives or account managers have complete context. AI-driven CRM handoff workflows assign leads based on predefined criteria, optimizing efficiency and conversion rates. Businesses that refine this process improve collaboration between teams and enhance customer retention.