Run the agency behind the listings
Matrix keeps your agency's own books, tracks vendors and buyers in the CRM, and organises every campaign on a board — so the business side of the agency runs as well as the sales side.
Your agency's books
Vendors and buyers in the CRM
Campaign boards
Unlimited agents
Vendors, buyers and appraisals
Track appraisals as opportunities, keep every vendor and buyer conversation in the CRM, and set reminders to follow up at the right moment.
- Appraisals as opportunities
- Activities and follow-up reminders
- A timeline for every contact
An agent in a car between inspections logging a call against a vendor in Matrix on a phone.
Every campaign on a board
Photography, copy, portals, open homes and auction day — each campaign as a Planning board, with checklists and due dates so nothing is missed.
- Campaign templates as boards
- Checklists and due dates
A campaign board with cards for 'Photography', 'Floor plan', 'Portal listing' and 'Auction day'.
The agency's own accounts
Commissions, marketing costs, salaries and GST for the agency itself, with reports by office or team.
- Departments by office or team
- GST and BAS
- Profit and loss by period
A principal reviewing the agency's quarterly profit and loss with the office manager.
Frequently asked questions
Does Matrix do trust accounting?
No. Matrix keeps the agency's own business books. Statutory trust accounting for client money should stay in your specialist trust accounting system.
Can each agent have access?
Yes, at no extra cost — Matrix never charges per user.
Can I report by office?
Yes, using departments, or run each office as a separate business.
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.