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ShiftX.Studio™
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RETAIL / DISTRIBUTION
CRM + Inventory Integration
From fragmented → single source of truth

THE SITUATION

The situation: A mid-sized regional distributor with 40+ sales staff was managing customer relationships on Excel, inventory in a standalone warehouse system, and order communication across WhatsApp threads and email. No single view of a customer existed anywhere in the business.

When a salesperson took an order, they had to manually check inventory in a separate tool, update a spreadsheet, then message the warehouse team to fulfil. Errors were common. Follow-ups were missed. Management had no real-time picture of what was selling, what was in stock, or which customers were at risk of churning.

ShiftX was brought in to rebuild the operating layer from the ground up.

THE SHIFTX APPROACH
1Systems audit & process mapping
We mapped every touchpoint in the order lifecycle — from first customer contact to delivery confirmation — identifying where data was created, where it lived, and where it broke down.
2CRM implementation & data migration
We deployed and configured a CRM tailored to their distribution model, migrated historical customer data, and structured pipelines by product category and territory.
3Inventory system integration
We connected the warehouse system to the CRM via API, enabling real-time stock visibility directly inside the sales interface. Salespeople could check availability without leaving the CRM.
4Automated order workflow
Order creation in the CRM automatically triggers a fulfilment task in the warehouse system, sends a confirmation to the customer, and updates inventory counts — no manual handoff required.
5Reporting dashboard
We built a live operations dashboard giving management visibility into sales pipeline, inventory levels, order status, and customer health — all in one place.

SYSTEMS & INTEGRATION USED

HubSpot CRM Inventory Management API WhatsApp Business API Google Sheets Migration Zapier Automation Custom Dashboard
REPRESENTATIVE OUTCOMES
~4hrs
Saved per salesperson per week on manual data entry
100%
Order visibility from capture to fulfilment in one system
↓60%
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1 view
Single source of truth for customers, inventory & orders
Does this look like your business?

Let's talk about what a ShiftX engagement could look like for you.

Get in touch
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PROFESSIONAL SERVICES
Lead-to-Client Workflow Automation
Manual email chains → automated pipeline

THE SITUATION

The situation: A 20-person consulting firm was losing deals not because they lacked capability — but because their follow-up was inconsistent and their onboarding was slow. Leads came in through referrals, the website, and LinkedIn, and were tracked in a shared Google Sheet that three people updated inconsistently.

Proposals were created from scratch each time. Contracts were sent manually. Client onboarding involved a 12-step email checklist someone copy-pasted every engagement. The firm was good at their work but leaking revenue at every handoff.


ShiftX mapped and automated the full funnel — from first inquiry to paid engagement.

THE SHIFTX APPROACH
1Lead capture & routing
We built automated intake forms connected to a CRM, routing each lead to the right team member based on service type and company size, with instant acknowledgment emails sent on submission.
2Pipeline & proposal automation
We templated their three core proposal types and connected them to CRM deal stages — proposals are now generated in one click with client data pre-filled, reducing proposal time from 2 hours to 15 minutes.
3Contract & e-signature workflow
We integrated an e-signature tool into the pipeline. When a deal moves to "Proposed," a contract is auto-generated and sent for signature. Status updates sync back to the CRM automatically.
4Onboarding sequence automation
A signed contract triggers a structured onboarding sequence — welcome email, intake questionnaire, kick-off scheduling, and document requests — all timed and sent automatically without human action.
5Client health tracking
We built a simple client dashboard tracking engagement stage, outstanding actions, and renewal dates so account managers always know which clients need attention.

SYSTEMS & INTEGRATION USED

HubSpot CRM PandaDoc / DocuSign Calendly Gmail Automation Typeform Slack Notifications

REPRESENTATIVE OUTCOMES

15 min
Proposal creation time, down from 2 hours
↑ 35%
Lead-to-proposal conversion improvement from faster follow-up
↓ 70%
Manual onboarding steps eliminated through automation
0 leads
Fall through the cracks — every inquiry is tracked and actioned
Does this look like your business?
Let's talk about what a ShiftX engagement could look like for you.
Get in touch
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E-COMMERCE / D2C
Digital Foundation & Growth Stack
No system → a scalable growth stack

THE SITUATION

The situation: A local consumer brand with strong product-market fit was growing via word of mouth and Instagram DMs. They had no website beyond a basic Linktree, no email list, no structured way to capture or convert online demand. Orders were taken via DM and manually fulfilled.

The founder was doing everything — responding to inquiries, packing orders, posting content — and the business had hit a ceiling. There was no system to grow through. Every new customer was a manual effort.

ShiftX built their entire digital growth infrastructure from scratch.

THE SHIFTX APPROACH
1E-commerce website build
We designed and built a conversion-optimised storefront — product pages, checkout flow, mobile experience, and brand-consistent design — giving the business a proper digital home.
2Email list & CRM setup
We set up email capture across the site, migrated the existing customer list, and segmented contacts by purchase history and engagement for targeted communication.
3Abandoned cart & welcome flows
We built automated email sequences: a welcome series for new subscribers, abandoned cart recovery, and post-purchase follow-ups — all running without manual involvement.
4Analytics & attribution
We connected Google Analytics, Meta Pixel, and UTM tracking across all channels so the founder could finally see which content and channels were driving sales.
5Order fulfilment integration
We connected the store to their fulfilment process — automatically generating packing slips, triggering shipping notifications, and updating order status without manual touchpoints.
SYSTEMS & INTEGRATIONS

Shopify Klaviyo E-mail Meta Pixel Canva Brand Kit ShipStation Google Analytics 4

REPRESENTATIVE OUTCOMES
3X
Revenue growth in 6 months after launch on structured platform
↑28%
Conversion rate vs. DM-based ordering baseline
2000+
Email subscribers captured in first 90 days via automated flows
0 hrs/ wk
Orders fully automated from checkout to ship
Does this look like your business?
Let's talk about what a ShiftX engagement could look like for you.
Get in touch