Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
How It Works
Every signal flows in
Leads, calls, inventory movement, rep activity, and pipeline data stream into one real-time feed from across your organization.
CRM workspace surfaces what matters
Customer activity, stalled opportunities, and workflow signals are visible for your team to review.
You act before deals are lost
Full visibility means you fix problems in seconds — not after the end-of-day summary.
Visibility
Live Organization Snapshot
Leads, appointments, sold MTD, pipeline value, and team performance in real time — all on one screen.
Impact
Instantly spot problems before they cost you deals.
Shiftix Pulse
Real-time system health across lead flow, messaging, and integrations — with alerts the moment something breaks.
Impact
Know immediately when something breaks — before leads are lost.
Performance
Performance Intelligence
Conversion rates, lead aging, rep activity, and source performance — broken down by rep, source, and time period.
Impact
See what's working and fix what's not — by rep, by source, by week.
Leaderboard
Real-time rep rankings based on activity and results — visible across the whole floor.
Impact
Drive accountability without micromanaging.
Profit
Profit Intelligence
Front-end gross, back-end gross, and F&I penetration in one view — tied directly to rep and deal-level data.
Impact
Focus your team on profit, not just volume.
Who This Is For
Know your numbers before the morning meeting starts
Spot stalled deals before they go cold
Hold reps accountable without standing over them
Shiftix for B2B
Sell to businesses instead of consumers?
Connected workflows for account-based sales teams.
Shiftix B2B is a connected CRM and revenue-workflow platform for manufacturers, suppliers, distributors, OEMs, service providers, and other B2B organizations. Bring account context, pipeline management, communications, and review-ready AI guidance together while your team stays in control.