Step 1
Before handoff
Authorized sales users work with the real contact when their role requires it and keep that record in the approved CRM or source system.
Sales-to-delivery handoff ✨
Protect client contact information after the sales handoff
Sales can establish the original relationship. When the account moves to delivery, account management, or operations, downstream teams can use a protected identity instead of receiving the raw client address.
This is a least-privilege communication workflow—not a claim that one email control can prevent every form of customer-data exposure.
Sales
Sees real client contact
Deal closes
Handoff event
CRM / workflow
Requests protected identity
ProxiedMail
Creates controlled route
Account / delivery team
Sees protected contact
Client
Keeps normal email
Protect the contact at the handoff boundary
Change who can communicate when responsibility for the account changes.
Step 2
At handoff
A CRM event, workflow, or custom integration calls ProxiedMail and generates a protected client identity for the downstream owner or team.
Step 3
After handoff
Account, delivery, or operations employees communicate through the controlled address. Access can later be revoked or reassigned.
Ownership changes without client disruption
Move the authorization, not the client
When one account manager replaces another, an administrator can remove the previous employee and authorize the new owner for the existing protected client identity. The external client does not need to install software or move to another channel.
The company retains control of the protected identity throughout the account lifecycle.
Original account owner
Ownership changes
Authorization updated
New account owner
Same client
Business benefits
Reduce unnecessary copies after the deal closes
Least-privilege handoff
Give the downstream team communication access without automatically sharing the underlying contact.
Fewer raw-data copies
Reduce the number of inboxes, notes, and operational workflows that need the client's real address.
Centralized communication control
Manage protected routing around the company's account ownership model.
Employee offboarding
Remove authorization when an employee leaves while preserving the company's client identity.
Account reassignment
Move access to a new owner without changing the client's routine.
Normal email workflow
Let authorized teams continue using familiar company email clients.
Where the handoff matters
Apply protection where relationship ownership separates from delivery
Not every company needs this boundary. It is most useful when sales holds the original relationship and other teams need ongoing communication access.
Sales to account management
Give the assigned manager controlled communication access at Closed Won.
Sales to delivery
Let specialists coordinate work without opening the whole client contact database.
Delivery to support
Reassign ongoing communication as the engagement moves into support.
Temporary project staffing
Authorize a project team for its working period, then remove access.
An important limitation
Email protection works best as part of your broader access-control strategy
If users can still view or export the real address from the CRM, spreadsheets, documents, historical messages, phone records, or another system, email masking alone cannot prevent that exposure. Align CRM permissions, exports, retention, and offboarding with the protected email workflow.
- Restrict the source property as well as the email route.
- Review historical messages and operational exports.
- Treat protected routing as one layer of the access-control strategy.
CRM permissions
Protected email routing
Export controls
Offboarding
Ongoing review
Clear answers
Frequently asked questions
Why protect contact information after a sale?
The employees delivering the work may need to communicate with the client without needing unrestricted access to the underlying contact database. A protected identity supports that separation.
Should sales still have access?
That is a business and permission decision. Sales can retain access when the role requires it, while downstream teams receive only the protected identity.
Can different teams have different permissions?
Yes. The integration can map protected identities to the employees or teams authorized for each account and update those mappings as responsibility changes.
What if the account owner changes?
Revoke the previous owner's authorization and assign the protected identity to the new owner or team.
What if an employee leaves?
Include ProxiedMail authorization removal in the offboarding workflow alongside mailbox, CRM, and identity-provider access.
Does this prevent users from exporting data from our CRM?
No. CRM export and field permissions must be controlled in the CRM. ProxiedMail reduces exposure in the email workflow but cannot override access granted elsewhere.
Can this be triggered automatically from our CRM?
Yes. A CRM workflow, webhook, or custom integration can call the ProxiedMail API when a deal closes or ownership changes.
Protect the contact when the account changes hands
Walk us through your sales, delivery, ownership, and offboarding flow. We will help identify where protected identities and revocation should fit.
Book a call
Discuss your use case with ProxiedMail
Choose a convenient time for a 30-minute conversation about your workflow, integration, and infrastructure requirements.
Enterprise contact
Tell us about your client communication workflow
Enterprise deployments are scoped based on workflow, infrastructure, integration, and usage requirements.
- Which system stores the real client contact?
- Which teams need communication access?
- What should trigger assignment or revocation?
