The Sales Platform for quoting, contract management, executive reports and much more
FEATURES & HIGHLIGHTS
Build custom quotes, proposals, and contracts with integrated proposal building tools.
Organize prospect collection, data, and billing with our automated rapid entry system.
Schedule prospect appointments for sales reps and provide them with customer data.
Monitor sales statistics for individual reps or entire departments with efficient dashboards.
Integrate with Matrix Docs, DocuSign, and eOriginal document managers and storage systems.
Plan follow-up tasks and maintain consistent workflows from prospect generation to contract signing.
ENHANCE YOUR SALES PROCESS WITH MATRIX SALES MANAGEMENT.
Your sales process shouldn’t be compromised by quotes, proposals, and contracts moving between departments. The Matrix Sales management system was developed to be easy to use and access. Sales representatives, managers, and anyone else involved can access prospect data, quotes, and contracts from anywhere with any smart device. Organization is also simplified with our integrated document managers that organize templates and records while contracts become immediately available at the office as soon as they’re signed.
Business Operations Solutions
Streamline your personnel management and customer care with our flexible Matrix Service software for field technicians, installing companies, and office staff.
Matrix Portals provide residential and commercial users online access to manage accounts, view history, monitor processes and alarm data, find information about new services, and more.
Manage everything from billing and mobile payments to financial data and analytics with our integrated Matrix Accounting software backed by Microsoft Dynamics 365.