Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
Move from interest to delivery. customer workflow.
Vehicle Ops is a capability within the Shiftix Cloud Customer Operations Platform. Bring available inventory, VIN, vehicle interest, trade, quote, and delivery context into the customer-facing workflow while the DMS remains the operational system of record.
A customer-facing workflow in three steps
Connect inventory context from your existing sources
Work alongside connected DMS, FTP, or inventory-provider sources so teams can reference vehicle information in the engagement workflow.
Connect the vehicle to the customer record
Give sales and managers a view of vehicle interest, trade details, and conversations alongside the shared CRM opportunity.
Prepare, share, and confirm the deal conversation
Desk deal and finance quotes, send them by SMS or email for customer review and acceptance, and collect a deposit when appropriate.
Inventory
Inventory Dashboard
A view of vehicles from connected inventory sources, with available photos, pricing history, and related customer interest.
Impact
Help teams connect vehicle context with the opportunities they are working.
Price Change Tracking
Every price change across every feed sync is charted per VIN — with timestamps and delta visualization.
Impact
Give managers a clearer view of changes arriving from connected sources.
Price Drop Alerts
Notify interested customers when the price changes on a vehicle they are considering, using the connected customer and vehicle context.
Impact
Give sales teams a timely reason to restart the conversation when a relevant vehicle becomes more compelling.
Feed Import
Bring inventory data from supported connected DMS, FTP, or provider sources into the Vehicle Ops workflow.
Impact
Reduce the need to hunt across sources when discussing a vehicle with a customer.
Customer Photo Upload Portal
Customers upload trade-in photos from their phone — no app download required. Photos attach directly to the lead.
Impact
Add trade details to the shared customer conversation before the visit.
Vehicle Search & Filtering
Search and filter available connected inventory by the vehicle details teams use during customer conversations.
Impact
Help sales teams find relevant vehicle context without leaving the engagement workflow.
Vehicle Detail & Photo Views
Review available specifications, pricing, photos, and connected opportunity activity by vehicle.
Impact
Give teams a clearer vehicle story when preparing customer follow-up.
Inventory Reporting
Create operational views of available connected inventory and feed activity for business review.
Impact
Make inventory context easier to share with managers and customer-facing teams.
Vehicle Interest Matching
Connect customer vehicle interest with available inventory and related CRM opportunities.
Impact
Keep vehicle availability and customer demand visible in the same workflow.
Deals
Manage active quotes and desking activity across the business.
Detailed deal breakdown capturing price, trade-in, taxes, and fees in one place.
Deal Quotes & Desking
Build and desk customer deal quotes with vehicle price, trade-in, finance terms, F&I products, taxes, fees, and down payment in one working view.
Impact
Give sales and desk teams a shared, structured way to prepare the customer-facing deal conversation.
F&I Products, Fees & Taxes
Configured once, applied automatically to every deal — no manual entry, no missed line items.
Impact
Help teams present configured deal elements more consistently.
SMS & Email Quote Delivery
Send customer-friendly vehicle, deal, and finance quote links by SMS or email so the customer can review them on any device.
Impact
Continue the deal conversation beyond the showroom without requiring the customer to download an app.
Trade-In Context
Keep available trade details, customer-supplied photos, and appraisal context with the working deal.
Impact
Help sales and desk teams prepare for a more informed trade conversation.
Finance Quotes
Prepare customer-facing finance quote scenarios using configured vehicle pricing, term, rate, down-payment, taxes, fees, and available product inputs.
Impact
Give customers and customer-facing teams a consistent view of the finance options being discussed.
Customer Review & Acceptance
Let customers review shared deal and finance quotes, confirm the presented details, and accept the quote from their phone or computer.
Impact
Keep customer decisions connected to the deal record and visible to the team.
Deposit-Only Payments
Collect an agreed vehicle deposit through the shared deal flow. Shiftix Cloud does not process the remaining vehicle purchase balance.
Impact
Help teams secure customer commitment while keeping final payment and accounting in the appropriate operational systems.
CRM-Connected Deal Activity
Keep quote and vehicle-sharing activity connected to the customer opportunity.
Impact
Let the next rep or manager see what has already been prepared and shared.
Deliveries
Coordinate scheduled handoffs to ensure the vehicle and team are ready.
Delivery Handoffs
Schedule and manage customer handoffs with a unified calendar view across the business.
Impact
Ensure the team and vehicle are ready before the customer arrives.
Delivery Calendar
Review upcoming customer handoffs across available reps, locations, and delivery times.
Impact
Give the business a shared view of upcoming delivery commitments.
Delivery Task Coordination
Keep preparation steps and ownership visible before the scheduled customer handoff.
Impact
Help teams coordinate the details around a smoother delivery experience.
Built for the roles connecting vehicles and customer opportunities
Inventory managers can bring vehicle context into the customer engagement workflow
Desk and F&I teams can organize deal conversations with shared customer context
Sales reps can continue vehicle and quote conversations from the CRM record
Works alongside your DMS
The DMS manages the operational record. Shiftix Cloud helps the customer-facing team use that context throughout the relationship, without replacing the DMS.
Complete feature list
Complete Vehicle Ops capabilities
See the inventory, price-alert, desking, deal quote, finance quote, customer acceptance, deposit, trade, and delivery tools that keep vehicle context connected to the customer record.
Inventory
- Inventory Dashboard
- Price Change Tracking
- Price Drop Alerts
- Feed Import
- Customer Photo Upload Portal
- Vehicle Search & Filtering
- Vehicle Detail & Photo Views
- Inventory Reporting
- Vehicle Interest Matching
Deals
- Deal Quotes & Desking
- F&I Products, Fees & Taxes
- SMS & Email Quote Delivery
- Trade-In Context
- Finance Quotes
- Customer Review & Acceptance
- Deposit-Only Payments
- CRM-Connected Deal Activity
Deliveries
- Delivery Handoffs
- Delivery Calendar
- Delivery Task Coordination
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.