Great for portfolio businesses.
Updated June 25, 2025
Great for portfolio businesses.
Score 10 out of 10
Vetted Review
Verified User
Software Version
Advanced
Overall Satisfaction with Shift
We have a portfolio of companies, each with its own set of SAAS products and email addresses. We use Shift to access all of them quickly without having to manage logging in and out of different tools. It also pulls all of my calendars together in one view. Even as a single email client, I find it useful as I can jump between email, Slack, WhatsApp, and Trello in one place.
Pros
- Handling multiple logins for the same apps.
- Email client.
- Unified calendar.
Cons
- Advanced features are not intuitive to setup.
- Notification Management- The notification system can feel a bit rigid.
- Performance Optimisation - Occasionally, Shift can be resource-intensive
- Improved Organisation: A single platform for workflows and communication
- Increased Productivity: Centralising apps, emails, and tools
- Reduced Stress: Streamlined processes created a calmer work environment
- Quick Implementation: Shift was easy to integrate into our existing workflows, delivering immediate benefits with minimal disruption.
My experience with Shift’s integrations has been seamless and highly efficient. For example, I’ve connected multiple Gmail and Outlook accounts, allowing me to switch between them effortlessly without logging in and out. Integrating Office 365 has streamlined access to shared documents and calendars, making collaboration smoother across teams. Apps like Slack and Trello also sync perfectly, creating a centralised workspace where all tasks, communications, and schedules are easily managed. These integrations have significantly improved productivity and organisation for our team.
Shift has significantly increased productivity at our organisation by centralising all our essential tools into one workspace. Managing multiple email accounts, integrating apps like Slack, Trello, and Zoom, and switching seamlessly between tasks has eliminated the need for constant tab switching and login juggling. This streamlined workflow has saved time, reduced distractions, and allowed our team to focus on high-value tasks, driving efficiency and improving overall performance across projects.
Shift outshines Rambox and Wavebox with its sleek, intuitive interface and seamless handling of multiple accounts. While Rambox offers a similar app integration model, its interface feels less refined and user-friendly. Wavebox is highly customisable but can be overwhelming and resource-intensive. Shift strikes the perfect balance by combining ease of use with robust functionality, allowing us to centralise apps, emails, and workflows efficiently. Its straightforward implementation and reliable support made it the clear choice for our team.
Do you think Shift delivers good value for the price?
Yes
Are you happy with Shift's feature set?
Yes
Did Shift live up to sales and marketing promises?
Yes
Did implementation of Shift go as expected?
Yes
Would you buy Shift again?
Yes
Using Shift
10 - Management
We don’t have anyone in-house dedicated to supporting Shift on an ongoing basis because it’s so intuitive and self-sufficient. The platform requires minimal maintenance, and most team members can manage it themselves. If support is ever needed, basic troubleshooting skills or familiarity with app integrations, account management, and workspace organisation would be helpful. However, Shift’s ease of use and responsive support team mean that specialised skills or dedicated personnel are rarely necessary.
- Unified inbox and notifications for easier tracking of incoming messages.
- Reducing the friction of switching between apps during tasks like file sharing, team communication, or project management.
- Ensuring smooth workflows for distributed or hybrid teams by keeping all communication in one place.
- Syncing and managing multiple calendars from various accounts to avoid scheduling conflicts and keep track of appointments.
- Consolidating tools and accounts into one interface to minimize distractions caused by tab overload or switching.
- We managed multiple client email accounts through Shift, ensuring smooth communication across all our Innovation Studio and Venture Studio projects without the hassle of switching accounts. This setup allowed us to deliver the personalized, hands-on support our clients expect from us.
- We created custom workspaces tailored to specific client projects. For example:
- For branding projects, we integrated Gmail, Slack, Trello, and Adobe Creative Cloud into a single workspace to keep everything in one place.
- For venture-building efforts, we combined tools like Asana, DocuSign, and financial software to streamline governance tasks and funding processes. These dedicated setups made it easy for our teams to stay focused and organized.
- Our teams in the Studio relied on Shift to integrate the diverse tools they used daily. By combining apps like Miro for brainstorming, Google Drive for asset sharing, and Slack for team communication, we broke down silos and enabled smoother cross-department collaboration.
- We used Shift to manage our virtual C-Suite engagements with clients. Tools like Zoom, Outlook, and Notion were easily accessible within the platform, allowing us to deliver strategic guidance and make decisions quickly. This was essential to providing the wraparound support we are known for.
- Shift proved invaluable for onboarding new team members. By pre-configuring their workspaces with the right apps, client communication channels, and project tools, we helped them get up to speed quickly and contribute to ongoing projects immediately.
- Use Shift to centralize tools like Notion, Airtable, and Google Sheets to track and manage our Venture Studio portfolio companies. This would allow seamless monitoring of project progress, funding stages, and key metrics across ventures.
- Incorporate tools like Zapier or Automate.io within Shift to set up automated workflows. For example, automating the creation of task lists in Asana based on incoming emails or calendar events could help save time and reduce manual effort.
- Use Shift as a portal for accessing Bamboo Orchard’s internal knowledge base by integrating Confluence or SharePoint. This could provide team members with easy access to best practices, case studies, and training materials.
Evaluating Shift and Competitors
Yes - Shift replaced a lot of the fragmented workflows and tools we were using before. We used to rely on standalone apps like Gmail and Outlook for emails and calendars, constantly juggling tabs and switching between accounts—it was inefficient and a bit chaotic. We also had separate tools for task management, like Trello or Asana, and they didn’t always work seamlessly with our communication platforms like Slack. Shift brought all of this together in one place, which made a massive difference. We also used to depend on browser extensions or tools to manage multiple logins, but they were clunky and didn’t feel streamlined. Shift cleared the clutter, helped us stay more focused, and made our workflows so much easier to manage. It’s been a game-changer for how we work as a team.
- Integration with Other Systems
- Ease of Use
The single most important factor in our decision to purchase Shift was its ease of use. We needed a solution that could simplify how we managed multiple email accounts, apps, and tools across our organization without adding complexity. Shift’s intuitive interface made it easy to onboard our team and integrate all the systems we already relied on, like Gmail, Slack, Asana, and Zoom, into one seamless workspace. The ability to switch effortlessly between accounts and applications without the hassle of logging in and out or juggling tabs saved us time and reduced distractions. It felt like the perfect match for our fast-paced environment, where efficiency and focus are critical. Shift didn’t just fit into our existing workflows—it transformed them into something much more manageable and effective.
If we had to do it again, we’d likely focus even more on testing how Shift would perform under the specific demands of our team’s workflows during the evaluation phase. While we prioritized ease of use and integration, a more extensive trial period involving all departments—especially those with unique needs like the Creative Lab and Business Engine—could have provided deeper insights into how Shift could address varying use cases. Additionally, we might have spent more time exploring alternative platforms side-by-side to see if any offered unexpected features or benefits that we hadn’t initially considered. Finally, gathering more input from team members earlier in the selection process might have helped us identify other tools or processes Shift could streamline, ensuring an even smoother implementation and maximizing its value right from the start.
Shift Implementation
- Implemented in-house
Change management was minimal - Change management during Shift’s implementation was minimal. We simply created a structured environment for each project, ensuring the necessary tools and accounts were integrated. Staff members were able to customise their own workspaces to suit their preferences, which made the transition seamless. This flexibility allowed everyone to adapt quickly without the need for extensive training or adjustments.
- Initial Configuration: Setting up project environments and integrating all necessary tools required some upfront coordination.
- User Familiarity: A few team members needed guidance to understand Shift’s features and how to customise their workspace.
- App Permissions: Some third-party apps required additional authentication steps during integration
- Learning Curve: While minimal, there was a brief adjustment period for staff to get comfortable navigating the platform.
Shift Training
- No Training
its a very easy product to pick up and use, really intuitive. Really doesn't need any training. Getting a few tips and tricks perhaps but you can just follow the few step tutorial.
Configuring Shift
Make sure you are in the right domain when you add an app. This will help keep you with the correct logins for each domain you are using.
No - we have not done any customization to the interface
No - we have not done any custom code
Shift Support
| Pros | Cons |
|---|---|
Quick Resolution Knowledgeable team Kept well informed Immediate help available Support cares about my success | Poor followup Problems left unsolved Escalation required Need to explain problems multiple times Slow Initial Response |
I didn’t purchase premium support because, honestly, I didn’t even know it was an option. The standard support I received was so responsive and effective that I never felt the need to look for additional options. If premium support had been clearly communicated during the purchase process or if I’d seen it mentioned elsewhere, I might have considered it, but it wasn’t something I came across. That said, my experience with the regular support has been excellent, so I didn’t feel like I was missing out.
Yes - Yes, I reported a bug with Shift once, and it was resolved to my satisfaction and in a timely manner. The support team was quick to acknowledge the issue and kept me informed throughout the process. It felt like they genuinely prioritized resolving the problem, which made a big difference. The resolution itself was smooth, and the fix worked perfectly without any further follow-up needed. It was a seamless experience, and I appreciated how professional and efficient the team was in handling it.
There was a time when Shift provided exceptional support that really stood out to me. The app had started crashing frequently and experiencing memory issues, which disrupted my workflow significantly. When I reported the problem, the support team didn’t just offer the usual troubleshooting advice—they went above and beyond. They actually sent me an unreleased version of the app to use, which bypassed the issue entirely and allowed me to keep working without further interruptions. Their quick thinking and willingness to provide a creative solution made a huge difference and left me feeling extremely confident in their commitment to their users. It wasn’t just about fixing the issue; it was about making sure I could stay productive while they worked on a permanent solution.
Using Shift
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Managing multiple email accounts – Shift makes it incredibly simple to switch between accounts without needing to log in and out or juggle tabs.
- Integrating tools – Adding apps like Slack, Trello, and Zoom is seamless, creating a centralised workspace with everything in one place.
- Navigating between workflows – The interface allows for quick and intuitive navigation between tasks, making it easy to stay organised and focused.
- Customising notifications – Adjusting notification settings for individual apps can be a bit unintuitive and requires extra steps.
- Managing app-specific settings – Accessing and tweaking settings for integrated apps sometimes feels cumbersome, as it often redirects you outside of Shift.
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