Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
Increase sales. Strengthen customer relationships. Increase team accountability. Run a more efficient, profitable operation.
Shiftix Cloud is an AI-powered Customer Operations Platform. It connects customer records, communication, workflows, and human-controlled AI so teams can act on opportunities and work alongside the DMS or other systems of record they rely on.
Connected capabilities for better customer operations
CRM
Connect customer activity, ownership, and next steps to support sales and accountability.
Explore CRMUnified Customer Inbox
Keep customer conversations and ownership visible so teams can respond with context.
Explore Unified Customer InboxAria AI
Prepare customer context, drafts, and suggested next steps for human review.
Explore Aria AIMarketing
Connect campaign, reputation, and engagement insight to support customer relationships.
Explore MarketingSignal
Use conversation intelligence to strengthen coaching, accountability, and customer context.
Explore SignalVehicle Ops
Connect inventory and deal context so teams can act on customer opportunities.
Explore Vehicle OpsService
Carry customer context and commitments into service workflows that support retention.
Explore ServiceSmart Tools
Give teams shared tools, templates, and knowledge for a more efficient operation.
Explore Smart ToolsThe Shiftix story
Capture more. Lose less. Work smarter. Grow more profitably.
Slow response, scattered customer context, inconsistent follow-up, and manual handoffs can create revenue leaks. Shiftix connects the work around each customer so your team can respond, follow through, and make better decisions with people in control.
Increase sales. Strengthen customer relationships. Increase team accountability. Run a more efficient, profitable operation.
Capability overview
Capabilities connected to the outcomes that matter
Explore the Shiftix Cloud capabilities that support customer-facing workflows, team accountability, and a more efficient operation.
CRM
Live Business Snapshot
Shiftix Pulse — real-time system health
Performance Intelligence
Leaderboard — rep rankings
Profit Intelligence — front + back gross
Signal — Conversation Intelligence
Automatic call recording & transcription
Conversation Intelligence — sentiment, objections, buying signals
Review-ready post-call action plan
Real-Time Inventory Matching from call content
Signal — team call analytics
Professional+Service — Customer Interaction Context
Post-interaction sentiment + escalation risk scoring
Refund-demand, churn, and brand-risk detection
Root-cause + SKU matching from service conversations
Resolution Playbooks — recommended next steps per case
Agent action plan + manager rollup dashboard
Signal Service Coach — team service analytics
Aria AI — Guidance and Assistance
AI Draft Queue — review-ready follow-up drafts
Aria Campaigns — guided outbound campaign preparation
Aria Connect — inbound conversation context and guidance
Driver's License Scanner (OCR)
Shiftix Voice — voice-to-lead form
Team-controlled Sequences — email & SMS follow-up
AI Guidance & Approval Settings
Word Tracks
Lead Scoring — AI score 1–100
Unified Customer Inbox
All Leads — scored, sourced, tracked
Pipeline / Kanban Board
Lead Routing — condition-based assignment
Reminders — global panel with badge count
Two-Way SMS & Email
Push Notifications — no App Store required
Video Messages
Email Open & Click Tracking
Appointments & Task Calendar
Live Chat Widget — real-time website visitor conversations
Professional+Vehicle Ops
Inventory Dashboard — full lot with price history
Price Change Tracking — per VIN
Feed Import — DMS, FTP, data provider
Customer Photo Upload Portal
Quote / Desk Builder
F&I Products, Fees & Taxes
Public Vehicle Pages & Quotes
Dynamic Inventory Workflows — multi-action rules with quiet hours, priority, circuit breaker, and per-tenant caps
Marketing
Facebook Campaign Manager
Google Ads Performance
Facebook & Google Lead Sync
Review Monitoring — Google reviews & sentiment
AI Review Analysis — AI theme detection
Business Profile
Smart Tools
Multi-Tenant Architecture — full isolation per location
Teams & Groups
Connections Hub
Roles & Permissions — 4 built-in roles
Full Audit Logs
2FA & SSO
Billing & Agreements
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.