Customer Operations Platform. Capture more. Lose less. Work smarter. Grow more profitably.
Increase Sales. Strengthen Relationships. Improve Accountability. Run More Efficiently.
Shiftix Cloud is a Customer Operations Platform that connects CRM, customer engagement, communications, workflows, and human-controlled AI—working alongside your DMS and other systems of record.
Shiftix Cloud capabilities
Customer engagement, connected.
Working alongside your DMS.
Keep customer work connected.
Manage customer records, leads, pipeline, appointments, and clear next steps as one connected capability within the Customer Operations Platform.
Keep conversations in view.
Bring voice, SMS, chat, and customer context into one assigned conversation view.
Guide the next step.
AI guidance that helps your team prioritize intent, prepare follow-up, and review customer context.
Make engagement measurable.
Connect campaigns, reputation, reviews, and customer engagement with the CRM context your team needs.
Learn from conversations.
Conversation intelligence helps managers identify coaching moments and opportunities that deserve attention.
Connect the deal workflow.
Connect inventory, trades, desking, and delivery work around each customer opportunity.
Continue the relationship.
Carry customer history and commitments from sales into service workflows.
Support dependable operations.
Shared templates, knowledge, and practical tools help teams keep recurring work consistent.
How Shiftix Works
From first contact to loyal customer.
Every step is connected. Hover to see what happens.
Lead Arrives
Communications
Aria
Shiftix CRM
Signal
Service
Manager Dashboard
Built for Your Business
One Customer Operations Platform. Two editions.
Built for vehicle businesses out of the box.
Perfect for:
Designed specifically for businesses that sell inventory, manage leads, track customer relationships, and maximize sales performance.
Purpose-built for B2B pipeline teams.
Perfect for:
Built for organizations that need a modern CRM, AI guidance, customer intelligence, and communications tools to manage customers, improve team performance, and grow revenue.
AI That Actually Works
Practical AI assistance. Your team stays in control.
Context, drafts, priorities, and suggested next steps built into daily workflows.
Aria AI
Helps your team:
- Prepare customer summaries
- Draft emails for review
- Identify appointment intent
- Prepare follow-up tasks
- Summarize conversations
- Keep human control in the workflow
Signal
Continuously:
- Detects missed opportunities
- Coaches employees
- Monitors pipeline health
- Identifies customer risks
- Delivers executive recommendations
Service
Helps your business:
- Monitor customer experience
- Detect issues before they escalate
- Track case resolution
- Identify recurring trends
- Protect customer relationships
Why Businesses Choose Shiftix
Built for the way your team works.
Complete Customer Operations Context
Shiftix Cloud connects securely alongside your DMS. It preserves your system of record while unifying communication, customer history, and daily workflows into one accessible workspace.
Consistent Lead Follow-Up
Bring inquiries into a shared workflow, organize follow-up priorities, and help your sales team see who needs attention next so more opportunities keep moving.
Built-In AI Assistance
Aria AI summarizes past interactions and prepares review-ready response drafts. Your team retains full control of the conversation while working smarter and communicating better.
Clear Operational Visibility
Give managers a clearer view of pipeline activity, follow-up accountability, and coaching opportunities across sales and service without adding another disconnected reporting process.
Integrations
Integrates with your business.
Connect the tools your team already uses.
Plus hundreds more via our REST API and Zapier.
Plans
Grow with Shiftix.
Start simple. Scale when you're ready.
For small teams getting started.
For growing teams that need deeper guidance and workflow controls.
For large organizations with advanced needs.
Need integrated voice, SMS, AI-assisted workflows, and customer conversations? Add a Communications plan whenever you're ready.
Every Shiftix plan includes:
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.