01
Own the next step
Sales Rep
See the customer, vehicle, conversation history, and next action in one place.
Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
Shiftix Cloud Customer Operations Platform · CRM
Accountable action across the customer workflow. customer-facing operations.
CRM is one connected capability within the Shiftix Cloud Customer Operations Platform. Bring customer, vehicle, source, conversations, appointments, ownership, and next steps together so teams can act with accountability.
Your CRM should fit the business—not the other way around.
Generic CRM adaptation
Custom objects, outside messaging tools, workarounds, and ongoing administration are often required before a universal CRM begins to resemble a customer-facing workflow.
Legacy CRM limitations
Industry familiarity alone is not enough when the experience remains rigid, fragmented, or difficult for teams to use consistently.
Shiftix Cloud approach
Begin with customer-facing context and configure the workflow around your locations, teams, ownership rules, and processes.
A customer-facing workflow in three steps
01
Bring the opportunity into the shared CRM record
Capture the customer, vehicle interest, source, and conversation context where the team can work from the same picture.
02
Assign the next step and engage from context
Route ownership, communicate across supported channels, and keep appointments and follow-up attached to the customer record.
03
Keep handoffs visible as the opportunity moves
Use tasks, reminders, and pipeline views so sales, BDC, and managers can see what is due and who owns it.
Lead Management
A shared view of pipeline activity and clear next steps for the whole team.
Track opportunities across deal stages with built-in aging and stall flags.
All Leads
Full lead list with AI score, source, vehicle interest, and last-contacted date — all visible at a glance.
Impact
Give managers and reps a shared view of pipeline activity and next steps.
Pipeline / Kanban Board
Drag-and-drop deal stages from first contact to signed deal — with lead aging and stall flags built in.
Impact
See exactly where every deal is and what it needs to move forward.
Lead Routing
Condition-based routing by source, vehicle type, location, or round-robin — with assignment gap monitoring included.
Impact
Support consistent assignment rules and clear ownership.
Reminders
Set, snooze, and track follow-up reminders per lead — with a global panel and badge count at the top.
Impact
Make upcoming follow-up work easier to see and manage.
Customer, Source & Vehicle Context
Keep customer details, lead source, vehicle interest, ownership, and recent activity together in the opportunity record.
Impact
Help every team member understand the opportunity before taking the next step.
Lead Aging & Stall Visibility
Make aging opportunities and limited recent activity easier to identify from pipeline and list views.
Impact
Give reps and managers a practical queue of opportunities to review.
Assignment & Ownership Controls
Track the assigned rep, department, location, and ownership changes as opportunities move through the business.
Impact
Keep accountability visible through handoffs and schedule changes.
Communication
Two-Way SMS & Email
Full conversation threads accessible from any lead record — every message in one place.
Impact
Keep customer conversations connected to the opportunity your team is working.
Push Notifications
Real-time device alerts even when the app is closed — no App Store required.
Impact
Help reps notice timely updates and assigned work.
Video Messages
Personalized video sent via link directly to the customer — no app needed on their end.
Impact
Give teams another way to personalize customer follow-up.
Email Open & Click Tracking
Know the moment a customer opens your email or clicks a link — live in the lead record.
Impact
Add engagement signals to the context used for follow-up.
CRM-Connected Conversation History
Review available SMS, email, voice, notes, and prior touchpoints from the customer record.
Impact
Reduce fragmented follow-up and repeated customer questions.
Communication Templates
Prepare consistent, business-approved starting points for common sales and BDC follow-up.
Impact
Help teams respond efficiently while keeping staff in control of the final message.
Attachments & Shared Links
Keep relevant files, vehicle links, quote links, and other shared materials connected to the conversation.
Impact
Make the supporting context for each customer exchange easier to find.
Execution
Coordinate appointments across locations and reps with clear visibility.
Appointments & Task Calendar
Scheduling and follow-up tasks in one calendar — per rep and per location, synced in real time.
Impact
Coordinate appointments and follow-up work with clearer visibility.
Rep & Location Calendar Views
Review scheduled customer work by individual owner or business location.
Impact
Help managers coordinate coverage and upcoming customer commitments.
Opportunity Tasks & Due Dates
Attach clear actions, due dates, and completion status to the opportunity being worked.
Impact
Turn customer context into visible, accountable follow-through.
Manager Pipeline Visibility
Review ownership, stage, activity, aging, and next-step context across the active pipeline.
Impact
Give leaders a shared view for coaching and workload decisions.
Built for the teams who move opportunities forward
One customer record. Clearer work for every role.
Each team sees the context and actions that matter to them without losing the shared history of the customer relationship.
02
Keep conversations moving
BDC Agent
Manage lead responses, appointments, and follow-up from the shared customer record.
03
See the whole pipeline
Sales Manager
Review movement, ownership, aging, and follow-through across the sales team.
CRM at the center
Shared context without replacing the DMS.
Shiftix Cloud connects the work around each customer across sales, BDC, management, and service. It remains the business's CRM and engagement layer while the DMS continues as the operational system of record.
Complete feature list
Business CRM capabilities your team can put to work.
From lead ownership and pipeline visibility to appointments and connected conversations, each capability supports the work customer-facing teams already need to coordinate.
Lead Management
- All Leads
- Pipeline / Kanban Board
- Lead Routing
- Reminders
- Customer, Source & Vehicle Context
- Lead Aging & Stall Visibility
- Assignment & Ownership Controls
Communication
- Two-Way SMS & Email
- Push Notifications
- Video Messages
- Email Open & Click Tracking
- CRM-Connected Conversation History
- Communication Templates
- Attachments & Shared Links
Execution
- Appointments & Task Calendar
- Rep & Location Calendar Views
- Opportunity Tasks & Due Dates
- Manager Pipeline Visibility
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.