Customer Relationship Management

Customer Relationship Management describes the systematic management of all customer relationships and interactions across the full customer lifecycle. The goal is to understand customers better, automate processes and build long-term loyalty.

With iMATRIX, companies or private customers can register in two clicks. You decide individually which information customers can view live, for example: open quotations ongoing and completed orders invoices messages support tickets active and completed projects Customers can digitally approve or reject open quotations and orders. Invoices can be paid directly online with multiple payment methods.

iMATRIX makes role and permission management very clear: logical and easy-to-understand fields no IT skills required changes possible in just a few clicks Adjustments, such as promotions or role changes, can be made at any time.

With iMATRIX, you can create or import products in custom groups. Per product, you can define for example: sales price purchase price stock quantity product image product name product description VAT per product Additional fields can be added at any time with one click. Your product portfolio remains fully scalable.

iMATRIX provides powerful project management with minimal effort: Create projects with deadlines and status Define milestones Assign and track tasks by employee Project overviews by employees or milestones Internal project notes and media cloud Real-time activity feed Integrated time tracking per task or project enables: automatic transfer of hours into invoices full transparency over project costs Customers can at any time: receive push notifications view project status online (including progress percentage)

Tasks can be configured extensively in iMATRIX: hourly rate start and end date team visibility billable/non-billable files and attachments priorities recurrence (every X days) assignment to projects, quotations, orders, invoices, customers, tickets or expenses tags and descriptions checklists email or SMS reminders comments and followers manual or stopwatch time tracking

iMATRIX offers convenient subscription management: flexible billing cycles (weekly, monthly, quarterly, yearly) freely defined start date All follow-up processes such as: invoice dispatch dunning alerts and status changes are handled automatically by the system.

The integrated iMATRIX ticket system offers: automatic replies internal notes for support staff ticket assignment attachments predefined answers knowledge-base linking priorities and status clear tracking of all support cases

The iMATRIX calendar provides a central overview of: company events invoice and contract deadlines planned tasks estimated completion and end dates

Existing customer data can be imported easily via CSV. iMATRIX actively supports migration from other systems. Export is also flexible, for example for: mail merges external evaluations custom analyses New requirements? iMATRIX can be extended individually.

iMATRIX CRM unifies all customer-relevant processes in one system: stronger customer loyalty automated workflows full transparency scalable for growing companies With iMATRIX, Customer Relationship Management becomes efficient, clear and profitable.