{"id":4297,"date":"2020-03-16T22:10:49","date_gmt":"2020-03-16T21:10:49","guid":{"rendered":"https:\/\/www.imatrix.ch\/customer-relationship-management-2\/"},"modified":"2026-02-26T19:57:13","modified_gmt":"2026-02-26T18:57:13","slug":"customer-relationship-management","status":"publish","type":"post","link":"https:\/\/www.imatrix.ch\/en\/customer-relationship-management\/","title":{"rendered":"Customer Relationship Management"},"content":{"rendered":"<h3>Customer Relationship Management (CRM) with iMATRIX: Manage customer relationships digitally and efficiently<\/h3>\n<p>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.<\/p>\n<p>With iMATRIX CRM, companies keep full visibility at all times over customers, projects, tasks, subscriptions and support requests in one central system.<\/p>\n<h3>What is Customer Relationship Management?<\/h3>\n<p>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.<\/p>\n<p><b>iMATRIX CRM combines all customer-related processes in one platform:<\/b><\/p>\n<ul>\n<li>Customer and contact management<\/li>\n<li>Quotations, orders and invoices<\/li>\n<li>Projects and tasks<\/li>\n<li>Subscriptions<\/li>\n<li>Ticketing and support system<\/li>\n<li>Communication, calendar and reporting<\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.imatrix.ch\/wp-content\/uploads\/2026\/01\/crm.webp\" sizes=\"(max-width: 1600px) 100vw, 1600px\" srcset=\"https:\/\/www.imatrix.ch\/wp-content\/uploads\/2026\/01\/crm.webp 1600w, https:\/\/www.imatrix.ch\/wp-content\/uploads\/2026\/01\/crm-800x500.webp 800w, https:\/\/www.imatrix.ch\/wp-content\/uploads\/2026\/01\/crm-768x480.webp 768w, https:\/\/www.imatrix.ch\/wp-content\/uploads\/2026\/01\/crm-1536x960.webp 1536w, https:\/\/www.imatrix.ch\/wp-content\/uploads\/2026\/01\/crm-370x231.webp 370w, https:\/\/www.imatrix.ch\/wp-content\/uploads\/2026\/01\/crm-924x578.webp 924w, https:\/\/www.imatrix.ch\/wp-content\/uploads\/2026\/01\/crm-410x256.webp 410w\" alt=\"\" width=\"1600\" height=\"1000\" \/><\/p>\n<h3>Contacts: Involve customers digitally<\/h3>\n<p>With iMATRIX, companies or private customers can register in two clicks. You decide individually which information customers can view live, for example:<\/p>\n<ul>\n<li>open quotations<\/li>\n<li>ongoing and completed orders<\/li>\n<li>invoices<\/li>\n<li>messages<\/li>\n<li>support tickets<\/li>\n<li>active and completed projects<\/li>\n<\/ul>\n<p>Customers can digitally approve or reject open quotations and orders.<br \/>\nInvoices can be paid directly online with multiple payment methods.<\/p>\n<h4>Employees: Manage roles and permissions easily<\/h4>\n<p>iMATRIX makes role and permission management very clear:<\/p>\n<ul>\n<li>logical and easy-to-understand fields<\/li>\n<li>no IT skills required<\/li>\n<li>changes possible in just a few clicks<\/li>\n<\/ul>\n<p>Adjustments, such as promotions or role changes, can be made at any time.<\/p>\n<h4>Product management: Flexible and unlimited<\/h4>\n<p>With iMATRIX, you can create or import products in custom groups. Per product, you can define for example:<\/p>\n<ul>\n<li>sales price<\/li>\n<li>purchase price<\/li>\n<li>stock quantity<\/li>\n<li>product image<\/li>\n<li>product name<\/li>\n<li>product description<\/li>\n<li>VAT per product<\/li>\n<\/ul>\n<p>Additional fields can be added at any time with one click.<br \/>\nYour product portfolio remains fully scalable.<\/p>\n<h4>Projects: Manage customer projects with ease<\/h4>\n<p><b>iMATRIX provides powerful project management with minimal effort:<\/b><\/p>\n<ul>\n<li>Create projects with deadlines and status<\/li>\n<li>Define milestones<\/li>\n<li>Assign and track tasks by employee<\/li>\n<li>Project overviews by employees or milestones<\/li>\n<li>Internal project notes and media cloud<\/li>\n<li>Real-time activity feed<\/li>\n<\/ul>\n<p><b>Integrated time tracking per task or project enables:<\/b><\/p>\n<ul>\n<li>automatic transfer of hours into invoices<\/li>\n<li>full transparency over project costs<\/li>\n<\/ul>\n<p><b>Customers can at any time:<\/b><\/p>\n<ul>\n<li>receive push notifications<\/li>\n<li>view project status online (including progress percentage)<\/li>\n<\/ul>\n<h4>Tasks: Centralized, flexible and billable<\/h4>\n<p>Tasks can be configured extensively in iMATRIX:<\/p>\n<ul>\n<li>hourly rate<\/li>\n<li>start and end date<\/li>\n<li>team visibility<\/li>\n<li>billable\/non-billable<\/li>\n<li>files and attachments<\/li>\n<li>priorities<\/li>\n<li>recurrence (every X days)<\/li>\n<li>assignment to projects, quotations, orders, invoices, customers, tickets or expenses<\/li>\n<li>tags and descriptions<\/li>\n<li>checklists<\/li>\n<li>email or SMS reminders<\/li>\n<li>comments and followers<\/li>\n<li>manual or stopwatch time tracking<\/li>\n<\/ul>\n<h3>Subscriptions: Automate recurring revenue<\/h3>\n<p><b>iMATRIX offers convenient subscription management:<\/b><\/p>\n<ul>\n<li>flexible billing cycles (weekly, monthly, quarterly, yearly)<\/li>\n<li>freely defined start date<\/li>\n<\/ul>\n<p><b>All follow-up processes such as:<\/b><\/p>\n<ul>\n<li>invoice dispatch<\/li>\n<li>dunning<\/li>\n<li>alerts and status changes are handled automatically by the system.<\/li>\n<\/ul>\n<h4>Ticket system: Structured customer support<\/h4>\n<p><b>The integrated iMATRIX ticket system offers:<\/b><\/p>\n<ul>\n<li>automatic replies<\/li>\n<li>internal notes for support staff<\/li>\n<li>ticket assignment<\/li>\n<li>attachments<\/li>\n<li>predefined answers<\/li>\n<li>knowledge-base linking<\/li>\n<li>priorities and status<\/li>\n<li>clear tracking of all support cases<\/li>\n<\/ul>\n<h3>Calendar: Keep all deadlines in view<\/h3>\n<p><b>The iMATRIX calendar provides a central overview of:<\/b><\/p>\n<ul>\n<li>company events<\/li>\n<li>invoice and contract deadlines<\/li>\n<li>planned tasks<\/li>\n<li>estimated completion and end dates<\/li>\n<\/ul>\n<h4>Import and export: Use data flexibly<\/h4>\n<p>Existing customer data can be imported easily via CSV. iMATRIX actively supports migration from other systems.<\/p>\n<p><b>Export is also flexible, for example for:<\/b><\/p>\n<ul>\n<li>mail merges<\/li>\n<li>external evaluations<\/li>\n<li>custom analyses<\/li>\n<\/ul>\n<p>New requirements? iMATRIX can be extended individually.<\/p>\n<h3>Conclusion: Customer Relationship Management with iMATRIX<\/h3>\n<p><b>iMATRIX CRM unifies all customer-relevant processes in one system:<\/b><\/p>\n<ul>\n<li>stronger customer loyalty<\/li>\n<li>automated workflows<\/li>\n<li>full transparency<\/li>\n<li>scalable for growing companies<\/li>\n<\/ul>\n<p>With iMATRIX, Customer Relationship Management becomes efficient, clear and profitable.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer Relationship Management with iMATRIX: strengthen customer loyalty, automate workflows and gain full visibility across all customer 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