Shiftix Cloud — AI-powered Customer Operations Platform
Shiftix is the AI-powered Customer Operations Platform for revenue recovery. Connect customer records, communication, workflows, AI assistance, service, marketing, and operational capabilities to increase sales, strengthen customer relationships, increase team accountability, and run a more efficient, profitable operation.
The Shiftix Story
Capture more. Lose less. Work smarter. Grow more profitably. Shiftix helps customer-facing teams find and recover revenue leaks across response time, follow-up, conversion, retention, accountability, productivity, and staffing efficiency.
CRM & Lead Management
CRM is one connected capability within Shiftix Cloud. Capture and route leads from every channel, keep customer context visible, and support review-ready next steps with human control. Explore the product.
Pipeline & Deal Tracking
Move opportunities through custom pipeline stages, log every touchpoint, and give teams visibility into revenue recovery and forecast performance. See use cases.
Automation & Communications
Coordinate relevant email and SMS communication, follow-ups, and workflows while people remain responsible for decisions and customer conversations. Learn more about connected workflows.
Reporting & Analytics
Connected visibility helps leaders improve team accountability, response time, conversion, productivity, and profitable operations. Why teams choose Shiftix.
Pricing & Plans
Explore plans for customer-facing teams and growing organizations. View pricing and plans to find the right fit for your operation.
Industry Expertise
Auto, RV, Marine, and Powersports teams can connect customer-facing workflows with the operational systems they already use, including DMS, ERP, accounting, and other systems of record. Explore vehicle-industry solutions.
B2B Team Workflows
B2B teams can keep account context, stakeholders, pipeline activity, communications, tasks, and review-ready follow-up connected while reps and managers remain in control of customer decisions.
Integrations & Open API
Connect Shiftix Cloud to the tools your team already uses — including email providers, SMS gateways, inventory feeds, DMS, ERP, accounting platforms, and third-party lead sources. An open API makes it straightforward to sync data with your website or external systems.
Frequently Asked Questions
Have questions about onboarding, integrations, or data migration? Read the current FAQ or Contact Sales for account-specific guidance.
Profit Opportunity Review
Identify revenue leaks and prioritize the opportunities that can help your team capture more, lose less, work smarter, and grow more profitably. Contact Sales to start a Profit Opportunity Review.