Shiftix Cloud — B2B CRM & Business Management Platform
Shiftix Cloud is a flexible B2B CRM and business management platform built for service businesses, dealerships, and enterprise teams. Manage leads, customers, pipelines, and communications in one place.
CRM & Lead Management
Capture and route leads from every channel. Shiftix Cloud tracks sources, assigns reps with configurable rules, and keeps every deal visible across your team. Explore the product.
Pipeline & Deal Tracking
Move opportunities through custom pipeline stages, log every touchpoint, and get real-time visibility into your revenue forecast. See use cases.
Automation & Communications
Send automated email and SMS sequences, schedule follow-ups, and trigger workflows based on deal stage — all without leaving Shiftix. Learn more about automation.
Reporting & Analytics
Built-in dashboards give managers a live view of team performance, lead volume, conversion rates, and revenue. No spreadsheets required. Why teams choose Shiftix.
Pricing & Plans
Flexible monthly plans sized for small teams and enterprise accounts. View pricing and plans to find the right tier for your organisation.
Dealership Track
Shiftix Cloud includes a dedicated dealership track with desking, F&I, and inventory tools for auto, RV, marine, and powersports retailers. Manage the full deal lifecycle from first lead to signed contract in a single platform. Also available at shiftixdealer.com.
Integrations & Open API
Connect Shiftix Cloud to the tools your team already uses — including email providers, SMS gateways, inventory feeds, 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 FAQ or get in touch with our team. Most customers are fully onboarded within one business day.
Request a Demo
See Shiftix Cloud in action with a personalised walkthrough tailored to your industry and team size. Request a demo today — no credit card required and setup takes under 24 hours.