ShyftCRM builds a living memory of every customer relationship from your email, calendar and calls. Then it tells you who needs you, drafts what to say, and logs what you did, all by simply talking to it.
Illustrative demo with sample data.
Talk to it from the tools you already use
Nobody wants to update a CRM after a long day. So notes go missing, follow-ups slip, and the real history of a customer lives in someone’s inbox and memory. ShyftCRM flips it: your work is the input, and the CRM keeps itself current.
Open ChatGPT or Claude on your phone, or use ShyftCRM’s own push-to-talk, and speak like you would to an assistant. One connection gives every assistant the same safe, audited tools.
Illustrative conversations with sample data. Wording and approval steps depend on the assistant you use.
Not a chatbot bolted onto a database. Every feature below is built around one idea: capture real work, turn it into structured memory, and ask you only when it matters.
Connect Gmail or Microsoft 365. Emails, meetings and spoken call notes land on the right person, company and deal, so every record opens with the full story.
No black-box summaries. Click “Why?” on anything the AI concluded.
“We’d love to add the Phoenix location in Q1 if pricing works.”
Email, domain, thread history, calendar attendees and recency. When it isn’t sure, it asks instead of guessing.
“Brief me on my 3 o’clock” returns the last commitments, open questions and a suggested agenda.
Reads your Google and Outlook calendars, respects time zones and buffers, rechecks before booking. Tap a slot.
Keep a versioned library of FAQs, hours and policies. ShyftCRM drafts routine answers from it, cites the source, and escalates anything it can’t answer. Auto-send is off until you enable it for specific categories.
Each week it scans what happened for publishable milestones and common customer questions, then suggests announcements or blog topics. Private names and deal values never reach a public draft.
Stale opportunities, broken promises and overdue follow-ups surface automatically, ranked by what’s at stake, with a suggested next step for each.
“Which deals haven’t moved in 30 days?” “What did we promise Sinclair?” “Show pipeline by stage for the Phoenix team.” Answers come with links to the records behind them.
Who’s waiting on you, which meetings are today, what you promised and when. Delivered to the app or your inbox on your schedule.
Last commitments, open questions and the person’s recent emails, summarized with sources before you even sit down.
One spoken sentence. The call, the new opportunity and Tuesday’s reminder are saved and read back to you.
“Tim is still waiting on that proposal.” You say “tell him Thursday works,” review the draft, and send. The reminder clears itself.
Unresolved requests, pipeline movement, and a couple of publishable stories pulled from the week’s real activity.
Every AI action falls into one of three levels. You decide where the lines sit for your team, and you can review, correct or undo what it did.
Unread doesn’t mean answered. ShyftCRM tracks each request in a thread, knows whether they’re waiting on you (or the other way around), and only clears it when a real reply goes out. Try it.
Describe a reminder or report the way you’d tell a colleague. ShyftCRM turns it into a precise rule and confirms the schedule, time zone, scope and destination before turning it on. Pick an example.
Rules run in the background with your current permissions. They never depend on an open chat window, and you can pause, snooze, edit or delete any of them.
ShyftCRM isn’t built around one industry. Start from a template that speaks your language, then shape it by simply asking the assistant. Your changes are never overwritten by template upgrades.
With the DigitalShyft portal connected, your website visitors, form fills and reviews flow into the CRM as evidence-backed suggestions. And won revenue flows back out by lead source, so you can see which marketing actually pays.
Suggestions, never silent record creation. You see the evidence and decide.
Identified company · 3 sessions this week · arrived from Google Ads
Added to Jordan’s timeline. Suggest asking for a referral?
No existing record found. Suggested as a new lead from “Website quote form”.
Won and open pipeline by lead source, the loop most CRMs never close.
Sample data for illustration.
Every way in uses the same permissions, audit trail and approval rules, so what you say to your phone is exactly as safe as what you click on your desktop.
Search, log, follow up, draft, book and report: one set of audited tools behind every door. Your workspace’s permissions apply every time.
An AI that touches your email has to be safe by design. These are the rules the product is built on.
Every company’s data is isolated twice: by the application and again by the database itself, so one customer can never see another’s.
Who did what, from which assistant, with what result. Every AI action is recorded and can be reviewed, corrected or undone.
Source, confidence and your decision are kept for each extraction. If the AI is unsure, it asks rather than guesses.
Messages and attachments are treated as content to read, not commands to follow, and we test specifically against prompt-injection attempts.
Role-based access, per-user mailbox visibility, and explicit confirmation for sending, merging, deleting or changing won/lost status.
Export anytime. Your corrections are never used to train models without your explicit consent.
ShyftCRM is being built with a design partner and opened to a small group first. Here’s an honest look at where each capability stands.
No. By default it drafts and you review. An administrator can enable automatic replies for specific categories, mailboxes, approved knowledge sources and business hours, and anything uncertain, sensitive or unsupported is escalated to a person. A draft is never treated as sent, and a failed send never marks a request answered.
ChatGPT and Claude through a remote connector, plus ShyftCRM’s own push-to-talk for when you want it built in. Google Workspace and Microsoft 365 are the two supported mail and calendar providers. Other providers come later, and we won’t promise them until they’re reliable.
Logging a call to a high-confidence record can finish in one spoken exchange. Some actions deliberately ask for a quick confirmation, and ChatGPT or Claude may add their own approval steps, so the exact experience varies by assistant and plan.
Yes. ShyftCRM is designed to coexist with the tools you have today and to replace them when you’re ready. Import mappings are part of every industry template.
No. The core is cross-industry: organizations, people, opportunities, tasks and communications. Templates for general sales, construction, consulting, real estate and more adapt the vocabulary, pipelines and fields to your business.
Each company has its own isolated workspace, enforced by the application and by database row-level security. Users only see what their role and mailbox settings allow, and every AI action is written to an audit trail.
Pricing isn’t final yet. Early-access teams help shape it, so tell us about your team below and we’ll be in touch.
Join the first teams who run their customer relationships by simply talking. We’ll reach out as spots open.