CRM Pipeline
Track contacts, opportunities, statuses and follow ups clearly.
Manage leads, funnels, forms, campaigns, inbox activity and team workflow from one modern business dashboard powered by Matrix Digital Ltd.
A clean preview of the Matrix client workspace, designed for leads, campaigns, forms, funnels, tasks and reporting. The actual dashboard access and limits depend on the selected package.
A compact business dashboard with the tools most teams need to capture leads, follow up, organise sales activity and manage day to day client workflow.
Track contacts, opportunities, statuses and follow ups clearly.
Create lead capture forms and landing pages for campaigns.
Organise campaign activity and client communication from one place.
Keep messages, assignments and workflow connected for your team.
Review activity, leads and campaign performance in a simple format.
Your package defines users, limits, modules and advanced access.
Same direct client package range, now under Matrix branding. Select a package and request access.
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A simple approval based flow so every client workspace is created properly.
Choose Starter, Growth, Professional or Enterprise.
Submit your company details to Matrix Digital Ltd.
Matrix reviews and activates your workspace.
Login and use your Matrix branded client dashboard.
Fill in the form and select your package. Matrix Super Super Admin will review your request and activate your workspace after approval.
Your client dashboard will use the same direct user CRM dashboard flow, with Matrix branding and package based limits.