CRM featuresfor Swissbusinesses

iMATRIX brings AI features,automation and customer support togetheron one platform – for more efficient processesfrom invoicing through topeople management.

0M+Active users

Optimise processes with ease!

Customer Relationship Management

Workflow & Project Management

Organize projects, assign tasks and keep progress, deadlines and responsibilities in view.

Project roadmap
Task planning
Automation
Sprint management
Progress
Reports

Sales Operations

Sales & Invoicing

Manage quotes, orders, invoices and follow-up processes in a clear, repeatable flow.

Quotes
Invoices
Contracts
Payments
Orders
Credit notes
Subscriptions
Delivery notes

Service Management

Customers & Support

Keep customers, leads, tickets and next steps in one clear workspace.

Lead management
Knowledge base
Customer portal
Support ticketing
Automated communication
Reports

Customer Relationship Management

Team Management

Plan and manage business appointments, locations and team resources effortlessly in one place.

Locations
Appointments
Holidays & days off
Team members
Analytics
Reports
Google Calendar
Microsoft 365 Calendar

Enterprise Resource Planning

Accounting & Finance

Use powerful accounting features for efficient, transparent financial management.

Banks & transactions
Registers & invoices
Journal entries
Chart of accounts & reconciliation
Budgets & suppliers
Reports

Human Resource Management

HR & Time Tracking

Manage employee data, attendance and HR processes centrally, clearly and traceably.

Employee data
Attendance
Holiday management
Bonuses & deductions
Insurance
HR reports & analytics

Human Resource Management

Recruiting

Optimize your recruitment process from job posting to evaluation clearly and efficiently.

Dashboard
Applicant planning
Job postings
Applicant profiles
Interviews
Evaluation
Applicant portal
Multi-channel sourcing

Add-ons

AI Writer & ChatGPT

Use AI chatbots and writing tools that answer questions faster and deliver precise content.

AI chat & chatbot
Image generator
Audio transcription
Translation
Document management
Template management

Add-ons

Asset Management

Track your team’s assets and ensure smooth management.

Asset tracking
Maintenance
Support requests
Automated assignment
Updates
Reports

Add-ons

Email Templates

Create personalized email templates with efficient sending and customization options.

Custom email
Fast sending
Inbox management
Email logs
Bulk sending
Reminder email

Add-ons

Commission Program

Set up flexible, performance-based sales commissions and increase transparency and motivation.

Flexible payment
Salary plus commission
Individual calculations
Profit commissions
Automated calculations
Reports and dashboards

Add-ons

B2B Online Shop

Use an optimized sales platform with POS, inventory, reports and enhanced product presentation.

POS integration
Order management
Inventory management
Reporting
Email notifications
Product presentation

Add-ons

WooCommerce API Integration

Optimize shop and order management while supporting multiple stores and customizable access.

WooCommerce integration
Order management
Product and customer management
Multi-store support
Multisite functionality
Team access

Add-ons

Crypto Payment

Use the Coinbase gateway for crypto payments through Coinbase Commerce and secure, simple transactions.

Security
Cryptocurrencies
Invoice payments
Crypto payments
Commerce integration
Easy setup

Context

Built for connected work instead of isolated features

iMATRIX is not positioned as a list of disconnected modules. The value comes from how sales, service, tasks and internal execution work together in one shared structure.