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What is ShiftUp?

ShiftUp is an AI-powered sales intelligence platform that integrates smoothly with Salesforce, aimed at helping businesses uncover and leverage hidden revenue opportunities within their account portfolios. The platform continuously analyzes large sets of accounts—often encompassing multiple accounts for each sales representative—to discover dormant or underutilized accounts that could lead to significant deals. By delivering prioritized and actionable insights straight within Salesforce, ShiftUp effectively highlights valuable opportunities. It detects early indicators such as shifts in technology stacks, new leadership appointments, mergers and acquisitions, changes in regulations, or increases in budgets, providing what it refers to as “premium revenue signals” that often indicate a high likelihood of forthcoming purchases. Moreover, for every account, it can generate detailed stakeholder maps that identify economic buyers, technical evaluators, and decision-makers, in addition to offering insights into budget fluctuations and the competitive environment. This comprehensive understanding empowers sales professionals to know who to engage with and the best timing for their outreach efforts. Ultimately, this depth of insight enables sales teams to enhance their productivity and achieve significant revenue growth. With ShiftUp, companies can transform their sales strategies by utilizing data-driven insights that pave the way for smarter decision-making.

What is Management OS?

Management OS is a digital platform tailored to boost revenue intelligence and management for entrepreneurs, Chief Revenue Officers, and sales executives. By aggregating data from CRM systems, emails, calendars, and dialogues, it uncovers deal vulnerabilities, forecasting indicators, contextual insights for accounts, coaching opportunities, and recommended subsequent actions. Leaders are equipped with alerts and daily summaries, leverage conversational AI for in-depth pipeline exploration, prepare for client engagements, and utilize generated strategies and research for impactful follow-ups. The platform features collaborative workspaces that enhance revenue discussions, facilitate seller training, and support regular operational practices for B2B sales teams. Additionally, Management OS seamlessly integrates with a range of CRM, communication, calendar, meeting, and automation tools, providing functionalities such as voice interaction, organizational memory, and proactive action recommendations. Offered as a hosted Software as a Service (SaaS), it presents various plans that include an AI agent alongside the complete application, as well as usage-based credits, ensuring adaptability and growth potential for users. By doing so, Management OS strives to optimize workflows and elevate results for sales organizations, ultimately leading to a more effective sales strategy.

Media

Media

No images available

Integrations Supported

Salesforce

Integrations Supported

Salesforce
Apollo
Attio
Calendly
Claude
Codex CLI
Common Room
Dropbox
Fathom
Fireflies.ai
Gong
Humantic
Microsoft OneDrive
Microsoft SharePoint
Monaco
OpenClaw
Reevo
Slack
SugarCRM
Visual Studio Code

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$149/month
The Agent plan is $149/month for one leader and includes 150 credits/month. Agent Team is $119/user/month for at least 3 users, with annual options also offered. Full-app packages start at $1,250/month, or $1,000/month billed annually for the Leader package covering the leader plus up to 3 managed people; larger packages cost more, and Enterprise pricing is custom. Agent Access add-ons are $40 per desk/month or $400 per desk/year. One-time credit packs start at $100 for 100 credits. A free trial is available. Viewers and limited conversation and daily-brief access are free.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

ShiftUp

Date Founded

2025

Company Location

United States

Company Website

shiftupai.com

Company Facts

Organization Name

Management OS

Date Founded

2026

Company Location

United States

Company Website

mgmt-os.ai

Categories and Features

AI Sales Tools

Not specified

Revenue Intelligence

Not specified

Categories and Features

Revenue Intelligence

Not specified

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