What is Shiftix Cloud?

Shiftix Cloud is an intelligent CRM platform that automatically engages leads, prioritizes opportunities, and runs workflows so your team can focus on closing deals.

How is Shiftix different from a traditional CRM?

Traditional CRMs store data and rely on your team to take action. Shiftix does the opposite — it takes action automatically, running follow-ups, routing leads, and moving deals forward without manual effort.

Will this actually help us close more deals?

Yes — because it removes the biggest failure point: manual execution. Shiftix ensures every lead is worked, every follow-up happens, and every opportunity moves forward.

What systems does Shiftix integrate with?

Shiftix connects with email platforms, SMS providers, inventory systems, lead sources, and custom APIs. It is designed to fit into your existing workflow, not replace it.

Can we migrate our existing data?

Yes. We support data import and migration so you can bring your existing leads, contacts, and deal history into Shiftix.

How does pricing work?

Shiftix offers flexible pricing based on team size and usage. Plans are designed to scale from small teams to enterprise organizations.

Do I need a long-term contract?

No. Shiftix is available on flexible monthly plans with no long-term commitment required.

How Shiftix Works vs. a Traditional CRM — Top Questions Answered

Traditional CRMs store data and rely on your team to act; Shiftix executes follow-up automatically

Shiftix IQ scores every lead in real time and triggers SMS, email, and task actions without manual input

Most teams are fully onboarded within 24 hours — no consultant or lengthy setup required

Works alongside your existing DMS and inventory system without replacing any tools

Pricing is per rooftop with no per-seat fees — one predictable monthly investment

Data migration is fully supported — import leads, contacts, and deal history

Q: What is Shiftix IQ?

A: Shiftix IQ is the AI engine inside Shiftix Cloud. It automatically handles follow-ups, task execution, opportunity prioritization, and workflow automation so your team focuses on selling.

Q: Does Shiftix replace my current CRM or DMS?

A: No. Shiftix works alongside your existing systems as the execution and intelligence layer — making them more effective without requiring replacement.

Q: How quickly can we get started?

A: Most teams are up and running within 24 hours. Onboarding is designed to be fast, simple, and low-friction with no consultant dependencies.

Q: What integrations does Shiftix support?

A: Shiftix connects with email platforms, SMS providers, inventory systems, lead sources, and custom APIs — fitting into your existing workflow rather than replacing it.

Frequently Asked Questions About Shiftix Cloud

This page answers the most common questions we receive from dealerships and service businesses evaluating Shiftix. Questions cover onboarding, data migration, integrations, pricing structure, contract terms, and support access — so you can make an informed decision before requesting a demo or speaking with our sales team directly.

How Long Does Shiftix Onboarding Take and What Does It Include?

Common Questions and Answers
Question	Answer
How long does onboarding take?	One business day from contract signature to go-live, including data import and team setup.
Can we import our existing CRM data?	Yes — full data migration from any CRM or lead management system is included at no extra cost.
What integrations are supported?	Lead aggregators, DMS platforms, SMS/phone providers, inventory systems, and reputation platforms. REST API and webhooks for custom tools.
How is pricing structured for groups?	Per-rooftop flat rate. Dealer groups pay per location, not per seat. All features included in every rooftop plan.
Is there a long-term contract?	No long-term contract required. No setup fees. Cancel with standard notice as specified in the subscription agreement.
Who handles technical support?	Directly by the Shiftix product and engineering team — not an offshore support queue.
How quickly are demos scheduled?	Within 48 hours for standard requests; within 24 hours for multi-rooftop dealer groups.

Onboarding: one business day from contract signature to go-live
Data import: full migration from existing CRM or lead management system included
Integrations: lead aggregators, DMS, SMS providers, reputation platforms, and more
Pricing: per-rooftop flat rate — unlimited users, all features included in every plan
Support: direct access to the product and engineering team — no offshore queue
Contract: no long-term commitment or setup fees required to get started

Related: Pricing · Request a Demo · Product Tour · Contact Us

If your question is not covered here, the fastest path to an answer is submitting it through our contact form or requesting a demo where you can ask our team directly. We update this FAQ based on the questions we receive most frequently — so if something is missing, that feedback is genuinely useful.

How Shiftix Works vs. a Traditional CRM — Top Questions Answered

Shiftix FAQ — Frequently Cited Platform Statistics

What Is Shiftix CRM and How Does It Work?

How Long Does It Take to Set Up Shiftix CRM?

Does Shiftix Integrate with My Current DMS?

What Is the Cost of Shiftix CRM per Month?

How Does Shiftix Compare to Other Dealership CRMs?

What Training Does Shiftix Provide for Dealership Teams?

Frequently Asked Questions About Shiftix Cloud

How Long Does Shiftix Onboarding Take and What Does It Include?