Customer Relationship Management

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 to grow sustainably. A modern CRM system helps to maintain customer relationships, optimize processes, and increase profitability in a targeted manner.

With iMATRIX CRM, companies maintain a complete overview of customers, projects, tasks, subscriptions, and support requests at all times—all in one central system.

What is customer relationship management?

Customer relationship management describes the systematic management of all customer relationships and interactions throughout the entire customer lifecycle. The aim is to better understand customers, automate processes, and build long-term customer loyalty.

iMATRIX CRM combines all customer-related processes in one platform:

Customer and contact management
Quotes, orders, and invoices
Projects and tasks
Subscriptions
Ticket and support system
Communication, calendar, and reporting

Contacts: Engaging customers digitally

With iMATRIX, companies or private customers can register with just two clicks. You can individually determine which content a customer is allowed to view live, for example:

Open quotes
Current and completed orders
Invoices
Messages
Support tickets
Active and completed projects

Customers can digitally confirm or reject open quotes and orders.

Invoices can be paid directly online using various payment methods.

Employees: Easily manage roles and rights

iMATRIX makes managing roles and permissions particularly clear:

logical and easy-to-understand fields
no IT knowledge required
adjustments possible with just a few clicks

Changes, for example in the event of a promotion or role change, can be made flexibly at any time.

Article management: Flexible and unlimited

With iMATRIX, you can create or import items in individual groups. For each item, you can define, among other things:

Selling price
Purchase price
Stock
Product image
Product name
Product description
VAT per item

Additional fields can be added at any time with a single click. The product range is infinitely scalable.

Projects: Easily manage customer projects

iMATRIX offers powerful project management with minimal effort:

Create projects with deadlines and statuses
Define milestones
Assign and track tasks to employees
Project overview by employee or milestone
Internal project notes and media cloud
Real-time activity overview

Integrated time tracking per task or project enables:

Automatic transfer of times to invoices
Full transparency of project costs

Customers can at any time:

Be informed via push notifications
View the project status online (including percentage display)

Tasks: Centralized, flexible, and billable

Tasks can be extensively configured in iMATRIX:

Hourly rate
Start and end date
Team approval
Billability
Files and attachments
Priorities
Repetitions (every X days)
Assignment to projects, quotes, orders,
invoices, customers, tickets, or expenses
Tags and descriptions
Checklists
Reminders via email or SMS
Comments and followers
Hourly tracking manually or with a stopwatch

Subscriptions: Automate recurring revenue

iMATRIX enables convenient management of subscriptions:

flexible billing cycles (weekly, monthly, quarterly, annually)
freely definable start date

All follow-up processes such as:

invoice dispatch
dunning
warnings and status changes are handled fully automatically by the system.

Ticket system: Structured customer support

The integrated iMATRIX ticket system offers:

Automatic responses
Internal notes for support staff
Ticket assignments
File attachments
Predefined responses
Links to the knowledge base
Priorities and statuses
Clear tracking of all support cases

Calendar: All dates at a glance

The iMATRIX calendar provides a central overview of:

Company events
Invoice and contract deadlines
Planned tasks
Estimated start and end dates

Import & Export: Flexible use of data

Existing customer data can be easily imported via CSV. iMATRIX actively supports migration from other systems.

Exporting is also flexible, for example for:

Form letters
External evaluations
Individual analyses

New requirements? iMATRIX can be customized to suit your needs.