Packages for growing teams

You can test iMATRIX free of charge for 30 days. After the trial, an invoice is created automatically and your test account is deactivated later. You are not obliged to pay this invoice; if you subscribe, your account is reactivated after payment is received.

All user data is stored securely on servers in Switzerland. iMATRIX is cloud-based and compatible with Windows, macOS and Linux.

Regular security updates, new features and continuous backups keep your system up to date. Database backups are created frequently and can be restored through support if needed.

Manage customer and company data centrally, secure access through roles, digitise documents and communication, and simplify payments with online options.

Manage employees, roles, permissions and working hours more flexibly. Full-time, part-time, holidays and payroll foundations can be mapped cleanly.

You receive telephone support during business hours as well as support by email or ticket. Requests are prioritised and processed as quickly as possible.

Manage project and customer contracts with templates, terms, timelines and project links, so contract data stays flexible and traceable.

Create custom lead forms, define sources and statuses, and identify which channels generate the best enquiries.

Organise an unlimited item catalogue with categories, currencies, prices, stock and Excel or CSV imports.

Create professional quotes with digital templates, customise them, send them and convert them into order confirmations or invoices.

Create, design and send orders digitally. Orders can be transferred into projects or invoices and improve customer communication.

Convert confirmed orders into work reports and transfer completed work seamlessly into invoices.

Create and send Swiss QR invoices, customise them individually and automate recurring invoices on a schedule.

Automate payment reminders and dunning notices, monitor outstanding payments and improve customer communication.

Create full or partial credit notes, update inventory and financial reports, and process returns cleanly.

Record expenses by photo or upload, assign costs to customers or projects and automate recurring expenses.

Track working time for tasks and projects and keep a clear overview of your team's effort.

Manage projects with task assignment, Kanban and Gantt views, customer feedback, a central feed, document exchange and insights into project costs.

Plan tasks, responsibilities, deadlines and priorities centrally, so projects and daily work remain transparent.

Automate financial management, invoices, budgets, online banking, transactions and reports such as profit and loss statements.

Manage employee data, onboarding, contracts, training and HR reports centrally to simplify people processes.

Use a comprehensive solution for payroll, deductions, taxes, insurance, reports and integrations.

Manage working time, holidays, overtime, shift planning, attendance, location tracking and approval processes.

Analyse leads, customers, tasks, expenses, quotes, invoices, projects and estimates by month or year.

Synchronise invoices, payments and expenses automatically with QuickBooks and reduce manual accounting steps.

Synchronise invoices and payments with SAGE and automate important steps in the payment and invoicing process.

Manage company assets, assignments, losses, damage, locations, units, images and asset actions centrally.

Use AI for chat, image generation, audio transcription, translation, ticket communication and content creation.

Optimise bookings with location availability, Google Calendar synchronisation, service and employee selection, and notifications.

Capture, organise, store and share documents digitally with customers and employees, including notifications.

Create custom email templates and use quick sending, email logs, mass mailing, reminders, SMTP and IMAP settings.

Send, receive, schedule and organise emails directly in the system and convert messages into tasks, tickets, leads or customer interactions.

Enable individual SMTP accounts per employee for personalised and secure email communication.

Use filterable reports for milestones and tasks directly in the dashboard, compatible with custom project statuses.

Organise tasks in sprints, manage backlogs, focus teams with timeboxed sprints and simplify project-based invoicing.

Create unlimited workflow rules for tasks, comments, priorities and automated actions in lead, task and project processes.

Monitor workload, overtime and capacity, identify overload early and plan work more evenly.

Manage flexible sales commissions, salary-plus-commission models, product-based calculations and transparent dashboards.

Automate job postings, applicant profiles, candidate communication and the entire hiring process.

Manage procurement, purchase requests, budget planning, expenses, contract and supplier management, and inventory control.

Use B2B sales with POS, customer orders, inventory management, reports, email notifications and product presentation.

Manage WooCommerce orders, products and customers directly in iMATRIX, including multi-store and multisite support.

Enable invoice payments with cryptocurrencies such as Bitcoin, Ethereum, USD Coin, Litecoin, DAI, Dogecoin and Bitcoin Cash through Coinbase Commerce.