Workflow Software for Sales Departments

Efficiently manage your sales department's workflows

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Board Workflows

Move effortlessly through your sales. A well thought out and intuitive interface makes it easy for you to see all your sales at a glance.
Drag-And-Drop to move sales through the flow
View sales progress in real time
Custom sales tags
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List Workflows

Search, filter, sort and view sales in a list format. Easily manage sales past and present.
Paged list
Sort and filter search results
Easily switch between board and list flows
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Sales Leads

Our intuitive leads management system empowers your sales team to effectively track, nurture, and convert leads into loyal customers. Stay organized with real-time updates and never miss a sales opportunity again.
Centralized lead tracking
Customizable lead stages
One-click lead to deal conversion
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Desking and Invoice Productivity Tools

Save additional time with the following features

Desking Tool
Streamline deal structuring, calculate payments, manage trade-ins, and explore financing options seamlessly.
Digital Invoicing
Easily create, send, and track invoices online with automated payment reminders and real-time status updates.
Print-Packs
Quickly populate and print required state forms, DMV paperwork, and contracts, all in one convenient workflow.

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Want to learn more?

Shift enables dealerships and shops to streamline their operations, increase efficiency, and expand their businesses using an all-in-one platform.

Point of Sale

Manage product sales and inventory with ease using our POS system for shop and dealership stores.

Customer Comms

Effortlessly manage customer communications with integrated support for both email and SMS.

Payment Processing

Seamlessly integrate with your preferred payment provider to manage transactions in Shift.

Reporting

Get detailed insights with comprehensive reporting, including end-of-day summaries and analytics.

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