#1 Client Focused and Support Driven Digital Marketing Automation Software in the Market
Plan pricing is based on users and service hours, not on features.
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Perfect for businesses that need a solid foundation.
Branded CRM setup with custom pipeline stages
Automated lead capture forms and contact tracking
Email and text automation for basic follow-up
Dashboard to manage leads, tasks, and deals
Onboarding support and video training library
Best for: Solopreneurs, startups, or anyone needing a clean and simple system to stay organized.
For growing teams that need smarter automation and deeper insights.
Everything in Standard, plus:
Custom workflows and automation setup
Blog hosting and publishing tools
Built-in webinar hosting and registration pages
Conversion tracking and detailed reporting dashboards
Priority support and onboarding check-ins
Best for: Small businesses and teams ready to scale operations and save time.
Built for teams who want full automation, white-glove support, and high-performance tools.
Everything in Professional, plus:
Branded client portal and email domain integration
Full-service onboarding with done-for-you automation
Live strategy sessions and CRM performance reviews
Access to marketing tools, landing pages, and funnel builder
VIP support with direct access to the Shift In team
Best for: Established businesses that want their CRM to run like a well-oiled machine—hands off and dialed in.
Perfect for businesses that need a solid foundation.
Branded CRM setup with custom pipeline stages
Automated lead capture forms and contact tracking
Email and text automation for basic follow-up
Dashboard to manage leads, tasks, and deals
Onboarding support and video training library
Best for: Solopreneurs, startups, or anyone needing a clean and simple system to stay organized.
For growing teams that need smarter automation and deeper insights.
Everything in Standard, plus:
Custom workflows and automation setup
Blog hosting and publishing tools
Built-in webinar hosting and registration pages
Conversion tracking and detailed reporting dashboards
Priority support and onboarding check-ins
Best for: Small businesses and teams ready to scale operations and save time.
Built for teams who want full automation, white-glove support, and high-performance tools.
Everything in Professional, plus:
Branded client portal and email domain integration
Full-service onboarding with done-for-you automation
Live strategy sessions and CRM performance reviews
Access to marketing tools, landing pages, and funnel builder
VIP support with direct access to the Shift In team
Best for: Established businesses that want their CRM to run like a well-oiled machine—hands off and dialed in.
$10 will give you about 145 inbound calls, 235 outbound calls, 255 texts.
Charged to customer 0.07/min, 0.0425/min, 0.0395/segment respectively.
Charged to customer 0.0034/email
Premium Triggers & Actions – Charged to customer 0.05/ workflow premium actions.
Lead Connector Email Verification – Charged to customer 0.0125/ Email Verification
We provide more than just software—we equip you with the tools and support to use it effectively. Our guided onboarding process is designed to help you set up with clarity and confidence. You’ll also have access to weekly training webinars and a library of expert resources to help you make the most of Shift In Marketing from day one.
Insurance Agents
Dental
Chiropractic
Medspa
Home Services
Restaurants
Financial Services
Attorneys
Fitness Centers
Real Estate
Mortgage Officers
Personal Coach
Our onboarding program is designed to get you setup & running with Shift In Marketing. From connecting your lead channels, one-on-one coaching, and personalized support. Our onboarding specialists will set you up for growth and help you make the most out of our platform & features. Our onboarding team will help & train you with:
Manage and enhancing efficiency in more customer interactions.
