Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
Aria replies to new leads in under a minute.
The Aria AI assistant replies to new leads in under a minute, day or night, and keeps following up. Within the Shiftix Cloud Customer Operations Platform, it also helps teams review customer context, understand available signals, and identify clear next actions inside the CRM workflow. Staff remains responsible for communication and decisions.
Built for customer-facing teams
Guidance for the next CRM action.
The Aria AI assistant assists the work around each opportunity—helping your team review context, prioritize follow-up, and document the next step in the shared CRM record.
Call & Conversation Summaries
Bring call information and conversation context into the CRM so a teammate can review the inquiry before responding.
Review-Ready Drafts
Prepare SMS and email follow-up using customer history and recent interactions for a team member to review and approve.
Priorities & Task Guidance
Organize daily tasks and prioritize opportunities that need attention based on CRM activity and engagement.
CRM Note Assistance
Use conversation summaries and suggested notes to make CRM updates easier to review and complete accurately.
Appointment Readiness
Recognize appointment interest and keep customer context together so the team can confirm availability.
Lead Scoring & Intent
Surface buying intent and escalation signals so the appropriate team member can review and respond.
AI should strengthen staff judgment—not operate without it.
Generic AI
- Limited customer context
- Separate from the CRM workflow
- Generic recommendations
- Difficult to govern consistently
The Aria AI assistant in Shiftix Cloud
- Customer and vehicle context
- CRM-connected summaries
- Lead and follow-up signals
- Review-ready drafts
- Human approval and control
CRM Context & Guidance
CRM answers without the digging.
Use the Aria AI assistant's text-based CRM guidance to review a customer's history, recent opportunities, or service context. Get a concise summary and review-ready actions alongside the CRM workflow.
- Quickly review vehicle interest and past activity
- Review available context before responding to a customer
- Identify the next best action for follow-up
Guidance in the CRM workflow
Customer context
Review available customer, vehicle, and opportunity history.
Intent signals
See activity and engagement cues that may need attention.
Next-step support
Prepare follow-up drafts and suggested actions for staff review.
AI Lead Scoring helps identify high-intent buyers across your entire pipeline.
Intent Signals
Spot the opportunities that need attention.
The Aria AI assistant analyzes CRM activity to score leads based on intent, engagement, and readiness. It surfaces these cues so your team can focus their follow-up on the best opportunities.
- Highlight dormant leads showing renewed interest
- Score incoming inquiries for faster routing
- Provide managers with clear pipeline visibility
The Difference
A day in your operation.
With Aria AI assistant and without.
The same team, with clearer context for each handoff and next step.
Without Aria AI assistant
Rep opens CRM and has to piece together yesterday’s lead activity.
The team searches for call details and starts follow-up from a blank screen.
An inbound inquiry needs context before the right person can respond.
Manager asks what needs attention; the answer is spread across activity.
A warm opportunity may be hard to spot among routine follow-up.
The team still needs to turn today’s conversations into useful CRM context.
With Aria AI assistant
The team starts with available CRM activity and conversation summaries in view.
Rep reviews prioritized opportunities and suggested follow-up language.
An inbound inquiry includes context to support a more informed response.
Manager can review visible signals, ownership, and planned next steps.
A high-intent signal is surfaced for a teammate to assess and follow up.
The team can review suggested notes and keep the CRM record useful for tomorrow.
The Time Math
See where guidance can reduce CRM busywork.
Use this planning estimate to discuss where summaries, prioritization, and follow-up preparation may help your team spend less time assembling CRM context.
Use this estimate to identify where your team could benefit from clearer CRM context.
Connected
Guidance around the customer record.
The Aria AI assistant helps sales, BDC, and managers work from the shared Shiftix Cloud CRM record by organizing available activity, conversation context, and possible next steps.
It assists your existing customer workflow; people remain responsible for customer communication, approvals, and outcomes. The Aria AI assistant does not replace your DMS or make decisions on your team’s behalf.
“If you're getting internet leads and not responding fast, you're losing deals. This fixes that.”
— Sales Director, Auto Group (Florida)
“For the first time, I can actually see who followed up and who didn't. That alone changed our culture.”
— General Manager, Auto Dealership (Nebraska)
“Setup was simple. My team picked it up without a lot of training.”
— Owner, Powersports Dealership (Nebraska)
Common Questions
The Aria AI assistant questions, answered.
Complete feature list
Everything included with Aria AI assistant
See the AI guidance, prioritization, follow-up, conversation, and workflow features that help your team prepare the next CRM action.
Conversation Guidance
- Text-based CRM search and guidance
- Call context summaries for CRM review
- Conversation intent identification
- Review-ready CRM note assistance
- Customer, vehicle, and opportunity context retrieval
- Conversation themes and questions to review
Follow-Up Assistance
- Personalized SMS and email draft support
- Appointment intent and suggested next steps
- Customer and vehicle context in draft preparation
- Human-controlled team review before sending
- Post-call follow-up preparation
- Appointment and callback draft support
Opportunity Prioritization
- Daily priorities and task guidance
- AI lead scoring analytics
- High-intent signal visibility
- Manager visibility into pipeline activity
- Daily pulse and workload review
- Lead aging and follow-up-gap cues
Customer Workflow
- Opportunity follow-through cues
- Configured after-hours conversation support
- CRM-connected review-ready actions
- Complete team control of decisions
- Organization knowledge and configured guidance
- Activity and usage visibility for managers
Ready to start?
Give your team the context they need to sell.
Bring AI guidance, summaries, and review-ready actions into your existing CRM workflow.
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.