Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
Connect marketing to customer outcomes. customer record.
Marketing is a connected capability within the Shiftix Cloud Customer Operations Platform. Connect available campaign, lead-source, and reputation context to customer-facing work so teams can review activity against customer outcomes—not just campaign metrics.
Connected to the CRM
Marketing context belongs with the customer conversation.
Shiftix Cloud helps teams connect available source and campaign context to the CRM opportunity, so sales, BDC, and marketing can coordinate follow-up from the same customer record.
It complements your advertising, review, and listing platforms; it does not replace those systems or guarantee campaign, lead, or revenue outcomes.
See more than media metrics.
Carry source context into the opportunity.
Connect customer feedback with action.
Give marketing, sales, and management a shared view.
How It Works
Bring connected marketing activity into view
Review available Facebook, Google, and lead-source performance alongside the work your team manages in Shiftix Cloud.
Give reputation work a shared home
Review feedback and trends so the right marketing owner can decide what needs attention.
Connect marketing context to the CRM
When campaign and lead data are connected, your team can compare demand activity with CRM opportunities and follow-up.
Marketing Performance
Facebook Campaign Manager
Review available impressions, clicks, leads, spend, and cost-per-lead data in Shiftix Cloud, with campaign and ad-level detail where connected.
Impact
Give marketing and management a common view for deciding what to investigate, adjust, or continue.
Google Ads Performance
Review connected search and display metrics alongside CRM lead context to understand which campaigns are creating engagement.
Impact
Compare available Google and Facebook performance in the same marketing workflow.
Facebook & Google Lead Sync
Connected lead sources can create or update CRM records so the sales or BDC team can work from the shared customer record.
Impact
Keep source context with the opportunity and assign a clear next step; availability depends on configured integrations.
Campaign & Ad Detail
Move from a connected performance summary into available campaign and ad-level results.
Impact
Help marketing teams investigate the activity behind top-line metrics.
Lead Source Attribution
Carry connected campaign and source details into the CRM opportunity where available.
Impact
Give sales and marketing a shared view of where customer interest originated.
Spend & Cost-Per-Lead Views
Compare available spend, lead volume, and cost-per-lead measures across connected campaigns.
Impact
Support budget and campaign-review conversations with clearer context.
Reputation
Review Monitoring
Review available Google reviews, feedback trends, and individual review cards from one workspace.
Impact
Give the team a practical view of customer feedback without treating it as a replacement for the review platform.
IQ Review Analysis
AI assistance can summarize recurring themes and help staff identify feedback that may deserve a closer look.
Impact
Support a timely human review of potential customer-experience issues.
Business Profile
Maintain business identity details in Shiftix Cloud for use within connected Shiftix Cloud marketing workflows.
Impact
Help teams use consistent business information; external listing updates remain subject to their connected platform.
Review Invitations
Prepare and manage business review-request workflows around completed customer interactions.
Impact
Give staff a consistent, human-controlled way to invite customer feedback.
Review Source Management
Organize the configured review destinations and customer-facing review links used by the business.
Impact
Keep reputation workflows aligned with the business's approved profiles.
Feedback Theme Summaries
Use AI assistance to summarize recurring themes across available customer feedback for staff review.
Impact
Help managers find patterns while keeping interpretation and response decisions with the team.
Who This Is For
Shared marketing context for business leadership.
Give the people responsible for demand, reputation, and revenue one clearer view of what marketing produces inside the business.
Connect activity to opportunity
Compare campaign activity with CRM lead and opportunity context.
Share customer feedback
Give the right team one place to review customer feedback and respond.
Decide with context
Make marketing decisions with a clearer view of operational outcomes.
Complete feature list
Everything included in Marketing
See the connected campaign, lead-source, reputation, and business-profile features available to your marketing team.
Marketing Performance
- Facebook Campaign Manager
- Google Ads Performance
- Facebook & Google Lead Sync
- Campaign & Ad Detail
- Lead Source Attribution
- Spend & Cost-Per-Lead Views
Reputation
- Review Monitoring
- IQ Review Analysis
- Business Profile
- Review Invitations
- Review Source Management
- Feedback Theme Summaries
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.