Customer Relationship Management (CRM) with iMATRIX: Manage customer relationships digitally and efficiently
Customer Relationship Management (CRM) is a key success factor for companies that want sustainable growth. A modern CRM system helps maintain customer relationships, optimize processes and increase profitability in a targeted way.
With iMATRIX CRM, companies keep full visibility at all times over customers, projects, tasks, subscriptions and support requests in one central system.
What is 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.
iMATRIX CRM combines all customer-related processes in one platform:
- Customer and contact management
- Quotations, orders and invoices
- Projects and tasks
- Subscriptions
- Ticketing and support system
- Communication, calendar and reporting
Contacts: Involve customers digitally
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.
Employees: Manage roles and permissions easily
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.
Product management: Flexible and unlimited
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.
Projects: Manage customer projects with ease
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: Centralized, flexible and billable
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
Subscriptions: Automate recurring revenue
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.
Ticket system: Structured customer support
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
Calendar: Keep all deadlines in view
The iMATRIX calendar provides a central overview of:
- company events
- invoice and contract deadlines
- planned tasks
- estimated completion and end dates
Import and export: Use data flexibly
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.
Conclusion: Customer Relationship Management with iMATRIX
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.
