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Shift Intelligence

Solutions

Products and Platforms You Can Start From — or Build Around

Some solutions can be configured from existing Shift Intelligence platforms. Others are designed specifically for a business when the process does not fit a packaged product.

Travel CRM

Manage travel enquiries, quotations, bookings, suppliers, documents and payments.

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Sales CRM

Manage prospects, follow-ups, opportunities and customer relationships.

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Call Center CRM

Organize inbound/outbound leads, agent assignments, communication and performance.

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Custom CRM

A CRM designed specifically around a client's workflow instead of forcing the business into generic software.

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Customer Management

Keep customer records, history and service activity in one place.

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Workflow Automation

Connect customers, staff, tasks, approvals and operational processes.

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Customer Portals

Give customers a secure place to view trips, invoices, documents and payment information.

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Reporting & Analytics

Monitor sales, conversions, margins, agent performance and operational metrics.

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Business Management Systems

Internal platforms that connect customers, staff, operations and finance around one process.

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Need a starting point?

If an existing Shift Intelligence platform is close, we can configure it. If the workflow is specific, we design the objects, stages and permissions around your teams.