A CRM that knows your customers' accounts
Most CRMs stop at the handshake. Matrix CRM carries on into the quote, the invoice and the payment — because your contacts, your pipeline and your books are the same system.
A salesperson at a café table with a laptop open on the Matrix opportunity board: columns for each stage, cards with company names and values, one card being dragged to 'Won'.
Included on every plan
Customer balances beside every contact
Quote straight from a deal
No separate CRM subscription
Leads you can actually follow up
Capture leads from anywhere, give them a status, and convert the good ones into a company, a contact and an opportunity in one step — with their details carried across so nobody retypes anything.
- Lead statuses from new to qualified
- One-step conversion to company, person and deal
- CSV import from your old CRM or spreadsheet
A lead record on screen with status 'Qualified' and a 'Convert' button highlighted, next to a business card and a trade-show lanyard on the desk.
Pipelines that reflect how you sell
Set up your own stages and pipelines, then work deals as a list or on a drag-and-drop board. Mark them won or lost with a reason, and see what is expected to close this month.
- Custom pipelines and stages
- List and board views
- Won and lost reasons you can report on
Activities, reminders and notes
Log calls, meetings and tasks against a company or a deal, set reminders that arrive by email, and keep notes and files where the whole team can find them.
- Calls, meetings and tasks with due dates
- Email reminders and an in-app notification bell
- Notes and attachments on every record
- A single timeline for each company
From deal to quote to invoice
Raise a quote from an opportunity with the right contact already on it. When the customer says yes, the quote becomes an invoice — and the deal is marked won.
- Quotes created from the opportunity
- Accepted quotes become invoices
- Balances owing and recent invoices on the company page
Split screen: an opportunity marked 'Won' on the left, the invoice it produced on the right, with an arrow between them.
A dashboard for the whole pipeline
Open pipeline value, win rate, deals by stage and what is due to close, with the numbers exported to Excel or PDF for the board pack.
- Pipeline value and win rate
- Deals by stage and closing date
- Excel and PDF export
Frequently asked questions
Does the CRM cost extra?
No. The CRM is included with both Business and Business Pro, for every user.
Can I import contacts from another CRM?
Yes. Import companies, people, leads and opportunities from CSV, and export them again whenever you like.
Can salespeople see customer balances without seeing the books?
Yes. Access to CRM, to customer financials and to the accounting itself are separate permissions, so you decide who sees what.
Also in Matrix
Try Matrix free for 30 days
30 days free, no card needed. One price per business, and every user is included.
Charities and not-for-profits get 50% off.