> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upshiftcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Key Features
> A tour of everything Upshift can do — from custom data models to AI-powered automation.
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Upshift brings your company's sales and operations processes together on one platform. Here's what you can build with it.
Custom Data Model
Define the exact data structure your business needs.
Create custom objects, add custom fields with 20+ field types, and build relationships between any objects.
Views & Pipelines
Switch between table views, kanban boards, and calendar views.
Filter with AND/OR logic, sort by multiple fields, group records, and save custom views.
Workflows & Automation
Automate any business process without writing code.
Trigger workflows on record changes, schedules, manual actions, or incoming webhooks.
Calendar & Email Sync
Connect your Google Workspace or Microsoft 365 account.
Emails and calendar events automatically appear on the relevant records.
AI
AI agents that work autonomously within Upshift — answering questions, enriching records, and executing multi-step tasks within your permission model.
Dashboards & Reporting
Build custom dashboards with real-time widgets.
Track pipeline metrics, team performance, and business KPIs with configurable charts and filters.
Permissions & Access Control
Role-based access control at every level — objects, fields, and individual records.
Configure SSO with SAML or OIDC. Audit logs track who did what.
Data Import & Export
Import data from CSV files or via API.
Field mapping, duplicate detection, and error handling built in. Export your data anytime — no lock-in.
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