Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
Keep every B2B opportunity moving.
Shiftix B2B brings accounts, conversations, opportunities, proposals, and next steps into one connected CRM—giving reps and revenue leaders a clearer view of the pipeline.
Built-in AI guidance helps your team prioritize engaged accounts, prepare follow-up, and identify the next best action.
Your pipeline isn't the problem. Disconnected execution is.
Deals stall when account context is scattered, ownership is unclear, and the next step is buried across inboxes, notes, and disconnected tools.
Scattered Account Context
Conversations, stakeholders, proposals, and activity live in different places.
Unclear Next Steps
Reps and managers cannot quickly see what is due, who owns it, or why an opportunity stalled.
Inconsistent Pipeline Visibility
Leadership sees stage changes without the customer activity and context behind them.
Give every opportunity a clearer next step.
Shiftix B2B connects account history, conversations, pipeline activity, and team responsibilities so reps can prepare the right action and managers can coach from shared context.
Prioritize accounts using engagement and pipeline signals
Prepare review-ready email and follow-up drafts
Surface stalled opportunities and missing next steps
Keep ownership, tasks, and customer history connected
The rep or manager remains responsible for communication and decisions.
From first conversation to a clear next step.
Account Added
Context captured
Qualified
Signals reviewed
Follow-Up
Drafts prepared
Meeting
Tasks visible
Proposal
Tracked securely
Advanced
Steps confirmed
Lead or Account Added
Customer and company context captured
Opportunity Qualified
Intent and fit signals reviewed
Follow-Up Prepared
Relevant communication drafted for the rep
Meeting Coordinated
Tasks and commitments remain visible
Proposal Tracked
Stakeholders and engagement stay connected
Deal Advanced
The team confirms each next step
B2B capability architecture
Account CRM
Companies, contacts, stakeholders, history, and ownership
Pipeline Management
Opportunities, stages, next steps, deal health, and forecasting context
Unified Communications
Email, SMS, calls, notes, and shared conversation history
AI Guidance
Account summaries, engagement signals, risk identification, and review-ready drafts
Tasks and Workflows
Responsibilities, reminders, handoffs, approvals, and repeatable processes
Proposals and Documents
Quotes, proposals, agreements, engagement tracking, and follow-through
Revenue Intelligence
Pipeline trends, activity context, stalled opportunities, and manager visibility
Integrations
Connect existing sales, communications, calendar, and business systems