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Practical guidance for building handover packs, collecting sign-off, managing credentials, and connecting Finalizo to your workflow.
Finalizo provides a REST API and Zapier-compatible endpoints so you can connect project closeout work to your CRM, project management tool, or interna...
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Finalizo offers three plans:
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Client sign-off is the moment a project officially ends. In Finalizo, sign-off happens when your client reads the handover pack you sent them, confirm...
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A handover pack is the structured document you send to a client at the end of a project. It combines everything they need in one place: login credenti...
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Send the handover pack when delivery is complete and the client has everything they need to take ownership.
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Finalizo helps you close client projects properly — with a professional handover pack, encrypted credential delivery, a signed client sign-off, and a...
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The credentials section of a handover pack is where you store and transfer all logins your client needs to take ownership of their project: CMS admin,...
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Send us the project context and what you were trying to do. We usually reply within one working day.