Game Changer for Account Management
July 08, 2025

Game Changer for Account Management

Jess Gaither | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Basic

Overall Satisfaction with Shift

We work in project management and procurement for interior design firms. Using Shift as a centralized workspace allows us to manage various business and business tools across several platforms. We use a wide range applications for our clients, from email to project management tools to cloud file storage. Shift allows us to use these tools all in one space and toggle between different client profiles. We feel it improves our focus and workflow.

Pros

  • We manage communications for different designers and brands, each with their own email accounts. Shift makes it easy to toggle between inboxes without logging in and out or using multiple browser windows.
  • With so many tools used daily (Gmail, ClickUp, Slack, Dropbox, vendor sites, etc.), Shift helps us stay organized and reduces the time lost switching between platforms.
  • Dedicated Workspace to reduce distractions

Cons

  • Notifications are sometimes difficult to manage
  • Logging back in after every workspace gets logged out is sometimes cumbersome
  • Increased Productivity
  • Less Toggle Between Tabs
  • Increased Organization
Using Shift allows us to simplify access to the tools that we use on a regular basis. We've integrated Gmail, Slack, ClickUp/Asana, Google Drive/Dropbox and it has streamlined our workflow. We're not as distracted clicking between Chrome tabs and logging in and out of client accounts as we move through our day.
By using Shift we've eliminated a lot of digital "clutter" on our screens and can create a focused, more intentional workspace. We use so many platforms and they vary for each client. This allows us to have a workspace for each and focus on one client at a time without distractions.
Occasionally we get logged out of ALL of the things and it's time consuming and frustrating to log back in.
Shift was the first platform that we explored.

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

Managing a single business may not be as beneficial but we manage 8 small interior design firms. We can clearly keep all information pertaining to each client in a dedicated space. It's helpful to be able to manage multiple logins for specific project management platforms. Only using it for email management may not be useful but we add ClickUp or Asana, Slack, PDFFiller, Dropbox, Google Drive to each workspace

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