One system for your IT business
IT businesses juggle clients, projects, contracts and tickets. Matrix puts the pipeline, the delivery boards, the time sheets and the books in one place, so nothing falls between the tools.
CRM for your pipeline
Boards for delivery
Projects and time
API on Business Pro
Win the work
Track leads and opportunities through your own sales stages, quote from the deal, and see pipeline value and win rate on the CRM dashboard.
- Custom pipelines
- Quotes from opportunities
- Win rate and pipeline value
A pipeline board with cards like 'Network refresh — 40 seats' and 'Cloud migration'.
Deliver the work
Run implementations and sprints on Planning boards, record time against projects, and see which engagements are profitable.
- Boards for sprints and rollouts
- Time recording by project
- Project profitability
A sprint board with 'Backlog', 'In progress', 'Review' and 'Done' lists and engineers' avatars on the cards.
Bill the work
Invoice projects and support, chase late payers automatically, and connect your own systems through the public API on Business Pro.
- Invoices and reminders
- Multi-currency for overseas clients
- Public API and webhooks on Business Pro
A developer's screen showing a short script calling the Matrix API, next to the invoice it created.
Frequently asked questions
Is there an API?
Yes. The public API and webhooks are included with Business Pro.
Can engineers see projects without seeing the books?
Yes. Planning, CRM and accounting access are separate, so each person sees what they need.
How is security handled?
Passkeys and multi-factor sign-in are available on every account, and your data is kept in Australia.
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.