iMATRIX
Discover your possibilities with iMATRIX Extend your workspace with modules for customers, finance, people and more. Explore the features and discover what fits your everyday work.
One system. Many possibilities. 44 Publicly available modules
300+ Individually tailored modules
All modules Administration & design Appointments & bookings Automation & AI Finance Industry solutions People & team Projects & work Sales & customers
New Accounting Accounting with VAT, reports and closing overview. Explore features New AI Receipts Capture receipts digitally and review expenses faster. Explore features New AI Suite AI features for chat, reports and daily work. Explore features New Appointment Booking Book appointments online with availability, team members and CRM context. Explore features New Assets Manage company assets, assignments and status. Explore features New Autogarage Manage garage orders, vehicles and tire storage. Explore features New B2B Shop Manage products and B2B orders centrally. Explore features New Calculators Configure interactive calculators, embed website widgets and capture qualified requests. Explore features New Clubs and memberships Manage memberships, packages and club registrations centrally. Explore features New Company Reports Compile company reports clearly. Explore features New CSV Export Export CRM data as CSV in a targeted way. Explore features New Damage reports Document damage by room with images and PDF reports. Explore features New Delivery Notes Create delivery notes from sales processes. Explore features New Dispo Organize transports and vehicle assignments. Explore features New Documents Store and manage documents in a structured way. Explore features New E-Mail Manager Create and use email templates consistently. Explore features New EDU – Course management Manage courses, scheduled runs and enrolments in one place. Explore features New Goals Define goals and track progress. Explore features New Health insurance premium calculator Compare Swiss health insurance premiums using imported official FOPH data. Explore features New HR Manage staff files and HR master data centrally. Explore features New iMATRIX App Use authorised iMATRIX features on the move in one web app. Explore features New iMATRIX Branding Manage multiple brand profiles and their logos in one place. Explore features New Menu management Arrange the main navigation and settings menu around everyday work. Explore features New My iMATRIX Use central iMATRIX extensions for company setup, documents and customer access. Explore features New Payroll Support payroll processes and calculations. Explore features New Project Roadmap Make project roadmaps and milestones visible. Explore features New Purchasing Manage purchasing, suppliers and orders. Explore features New Sales Commissions Define, calculate and analyze commissions. Explore features New Sales options Structure sales documents with item headings and additional PDF settings. Explore features New Security shield Manage additional login protection and session settings centrally. Explore features New Service subscriptions Manage service subscriptions, recurring visits, tasks and invoice conversions centrally. Explore features New Split Invoices Split invoices into clear partial payments. Explore features New Sprint Management Manage sprints, backlogs and agile work. Explore features New Stripe iDEAL Enable iDEAL payments through Stripe Checkout. Explore features New Surveys Send surveys and evaluate feedback. Explore features New Swiss address platform Search official Swiss building addresses centrally and fill forms automatically. Explore features New Swiss QR invoice Create Swiss QR invoices. Explore features New Team management Plan appointments, staff assignments and availability in a shared calendar. Explore features New Theme styling Manage colours and additional CSS adjustments for compatible interfaces. Explore features New Time Tracking Track working hours, absences and shifts. Explore features New Warehouse Control stock levels and warehouse movements. Explore features New Website Builder Create and manage websites, pages and dynamic iMATRIX content centrally. Explore features New WooCommerce Connection Connect WooCommerce orders with iMATRIX. Explore features New Workflow Automation Automate workflows with rules and actions. Explore features
Accounting with VAT, reports and closing overview.
Features Manage accounting entries Use VAT settings and reports Review financial reports An everyday example Use Accounting in your daily work: manage accounting entries, then use VAT settings and reports.
Available features depend on your plan and permissions.
Capture receipts digitally and review expenses faster.
Features Photograph or upload receipts Prepare expense data with AI Review recorded expenses An everyday example Photograph a receipt on the go and review the prepared expense data back at the office.
Available features depend on your plan and permissions.
AI features for chat, reports and daily work.
Features Use AI chat for work questions Create reports with AI assistance View available credit balance An everyday example Ask the AI chat a work-related question and review its answer before continuing.
Available features depend on your plan and permissions.
Appointments & bookings
Appointment Booking Book appointments online with availability, team members and CRM context.
Features Offer bookable time slots Receive appointments Keep track of bookings An everyday example Use Appointment Booking in your daily work: offer bookable time slots, then receive appointments.
Available features depend on your plan and permissions.
Manage company assets, assignments and status.
Features Record assets Document assignments Maintain asset information centrally An everyday example Use Assets in your daily work: record assets, then document assignments.
Available features depend on your plan and permissions.
Industry solutions
Autogarage Manage garage orders, vehicles and tire storage.
Features Assign vehicles to customers Manage garage orders Organise tyre storage and replacement vehicles An everyday example A customer brings a car in for servicing. Link the vehicle and order and review its history.
Available features depend on your plan and permissions.
Sales & customers
B2B Shop Manage products and B2B orders centrally.
Features Present products in a B2B catalogue Record orders Manage customer associations An everyday example Use B2B Shop in your daily work: present products in a B2B catalogue, then record orders.
Available features depend on your plan and permissions.
Configure interactive calculators, embed website widgets and capture qualified requests.
Features Select calculators and specialist templates Configure and embed website widgets Capture calculator requests and manage them by CRM status Export requests as PDFs Analyse widget views, calculations and requests An everyday example Embed a calculator on your website and handle incoming requests in the CRM.
Available features depend on your plan and permissions.
Industry solutions
Clubs and memberships Manage memberships, packages and club registrations centrally.
Features Manage members and memberships Offer membership packages Collect registrations through website widgets Link membership invoices An everyday example A club receives a registration through its website and manages the membership with the selected package.
Available features depend on your plan and permissions.
Projects & work
Company Reports Compile company reports clearly.
Features View monthly and annual company reports Filter reports by period, currency and staff member Compare metrics for leads, customers, tasks and projects Analyse expenses, payments and invoice amounts An everyday example Compare monthly invoice amounts and incoming payments for the selected period.
Available features depend on your plan and permissions.
Automation & AI
CSV Export Export CRM data as CSV in a targeted way.
Features Select data for export Generate CSV files Prepare data for further processing An everyday example Use CSV Export in your daily work: select data for export, then generate CSV files.
Available features depend on your plan and permissions.
Projects & work
Damage reports Document damage by room with images and PDF reports.
Features Create structured damage reports Assign floors and rooms Add photos to the documentation Export reports as PDF An everyday example During an inspection, damage is assigned to the affected room, supported with photos and documented in a PDF.
Available features depend on your plan and permissions.
Sales & customers
Delivery Notes Create delivery notes from sales processes.
Features Create delivery notes Document delivered items Link sales documents An everyday example Use Delivery Notes in your daily work: create delivery notes, then document delivered items.
Available features depend on your plan and permissions.
Organize transports and vehicle assignments.
Features Plan transport bookings in a calendar Manage transport resources and loading racks Assign transport resources to bookings Track booking status Convert transport bookings into invoices An everyday example Schedule a transport job in the calendar, assign a resource and then create the invoice.
Available features depend on your plan and permissions.
Store and manage documents in a structured way.
Features Store documents Organise files Find documents again An everyday example Use Documents in your daily work: store documents, then organise files.
Available features depend on your plan and permissions.
Sales & customers
E-Mail Manager Create and use email templates consistently.
Features Design email templates Manage template content centrally Prepare consistent communications An everyday example Use E-Mail Manager in your daily work: design email templates, then manage template content centrally.
Available features depend on your plan and permissions.
Appointments & bookings
EDU – Course management Manage courses, scheduled runs and enrolments in one place.
Features Organise courses and lessons Manage scheduled course runs Record bookings and participants Offer courses through website widgets An everyday example A training provider publishes a course with scheduled dates and centrally manages the incoming enrolments.
Available features depend on your plan and permissions.
Define goals and track progress.
Features Define goals Document progress Review goal achievement An everyday example Use Goals in your daily work: define goals, then document progress.
Available features depend on your plan and permissions.
Industry solutions
Health insurance premium calculator Compare Swiss health insurance premiums using imported official FOPH data.
Features Import official tariff data Compare premiums by location Embed the calculator as a website widget Send enquiries to iMATRIX leads An everyday example A visitor compares basic health insurance premiums in the website widget and submits an enquiry for follow-up.
Available features depend on your plan and permissions.
Manage staff files and HR master data centrally.
Features Maintain personnel dossiers Manage employee details View personnel information An everyday example Use HR in your daily work: maintain personnel dossiers, then manage employee details.
Available features depend on your plan and permissions.
Administration & design
iMATRIX App Use authorised iMATRIX features on the move in one web app.
Features Install the PWA on a smartphone Open authorised modules on mobile Search records you are permitted to access Capture expenses and receipts on the move An everyday example An employee opens the installed app, finds a permitted customer record and then captures an expense receipt.
Available features depend on your plan and permissions.
Administration & design
iMATRIX Branding Manage multiple brand profiles and their logos in one place.
Features Create brand profiles with a name and website Add logos for light and dark modes Edit and manage existing brand profiles An everyday example Create a separate profile for another brand with its website and both logo variants.
Available features depend on your plan and permissions.
Administration & design
Menu management Arrange the main navigation and settings menu around everyday work.
Features Configure the main and settings menus Reorder menu entries and submenus Adjust the visibility and icons of menu entries Restore the default menu layout An everyday example Move frequently used menu entries higher up and hide entries you do not need.
Available features depend on your plan and permissions.
Administration & design
My iMATRIX Use central iMATRIX extensions for company setup, documents and customer access.
Features Set up company information step by step Assign and preview PDF templates for sales documents Manage login widgets for customer access View payment behaviour in customer and invoice screens An everyday example Set up your company and choose suitable PDF templates for your sales documents.
Available features depend on your plan and permissions.
Support payroll processes and calculations.
Features Maintain payroll details Prepare payslips Review payroll summaries An everyday example Use Payroll in your daily work: maintain payroll details, then prepare payslips.
Available features depend on your plan and permissions.
Projects & work
Project Roadmap Make project roadmaps and milestones visible.
Features Plan project phases Display milestones Track project progress An everyday example Use Project Roadmap in your daily work: plan project phases, then display milestones.
Available features depend on your plan and permissions.
Industry solutions
Purchasing Manage purchasing, suppliers and orders.
Features Manage suppliers Record purchase orders Track purchasing documents An everyday example Use Purchasing in your daily work: manage suppliers, then record purchase orders.
Available features depend on your plan and permissions.
Sales & customers
Sales Commissions Define, calculate and analyze commissions.
Features Define commission rules Track sales assignments Review commission results An everyday example Use Sales Commissions in your daily work: define commission rules, then track sales assignments.
Available features depend on your plan and permissions.
Sales & customers
Sales options Structure sales documents with item headings and additional PDF settings.
Features Manage item headings in sales documents Adjust the order of item headings Prepare deposit invoices from orders Configure PDF background images and heading styles An everyday example Organise an order with item headings and prepare its deposit invoices when the option is enabled.
Available features depend on your plan and permissions.
Administration & design
Security shield Manage additional login protection and session settings centrally.
Features Configure rules against repeated login attempts Manage IP address and email blocklists Set user session options Manage expiry dates for staff access An everyday example Define rules for repeated login attempts and maintain the associated blocklists.
Available features depend on your plan and permissions.
Industry solutions
Service subscriptions Manage service subscriptions, recurring visits, tasks and invoice conversions centrally.
Features Create service subscriptions with services and recurrence intervals Manage subscriptions in a list and pipeline Maintain subscription statuses, notes and attachments Export service subscriptions as PDFs Convert service subscriptions into invoices An everyday example Create a subscription for a recurring service, add notes and convert it into an invoice.
Available features depend on your plan and permissions.
Split invoices into clear partial payments.
Features Create partial invoices Split amounts Track associated invoices An everyday example Use Split Invoices in your daily work: create partial invoices, then split amounts.
Available features depend on your plan and permissions.
Projects & work
Sprint Management Manage sprints, backlogs and agile work.
Features Maintain backlogs Organise sprints Track task progress An everyday example Use Sprint Management in your daily work: maintain backlogs, then organise sprints.
Available features depend on your plan and permissions.
Enable iDEAL payments through Stripe Checkout.
Features Offer iDEAL as an online invoice payment method Direct customers to Stripe Checkout for payment Process confirmed payments through Stripe webhooks Configure Stripe test and live modes An everyday example Your customer opens an invoice and pays through the configured iDEAL option in Stripe Checkout.
Available features depend on your plan and permissions.
Send surveys and evaluate feedback.
Features Create surveys Compose questions Review responses An everyday example Use Surveys in your daily work: create surveys, then compose questions.
Available features depend on your plan and permissions.
Automation & AI
Swiss address platform Search official Swiss building addresses centrally and fill forms automatically.
Features Search official Swiss building addresses Display address suggestions when creating customers Fill street, postcode and town from the selected address Import and update address data centrally An everyday example When creating a Swiss customer, search for their address and fill the fields from the selected suggestion.
Available features depend on your plan and permissions.
Create Swiss QR invoices.
Features Create Swiss QR invoices Prepare payment information Include the payment section on invoices An everyday example Use Swiss QR invoice in your daily work: create Swiss QR invoices, then prepare payment information.
Available features depend on your plan and permissions.
Appointments & bookings
Team management Plan appointments, staff assignments and availability in a shared calendar.
Features Manage appointments in calendar, list and Kanban views Assign staff, locations and rooms Account for availability, absences and holidays Check appointment conflicts and assign replacement staff An everyday example Schedule a customer appointment at the appropriate location and check the responsible team’s availability.
Available features depend on your plan and permissions.
Administration & design
Theme styling Manage colours and additional CSS adjustments for compatible interfaces.
Features Adjust navigation, menu and table colours Add custom CSS for the administration area Maintain custom CSS for the customer area Reset style adjustments when needed An everyday example With a compatible theme, adjust navigation colours and add CSS for the customer area.
Available features depend on your plan and permissions.
People & team
Time Tracking Track working hours, absences and shifts.
Features Record working hours Manage absences Review time reports An everyday example Use Time Tracking in your daily work: record working hours, then manage absences.
Available features depend on your plan and permissions.
Industry solutions
Warehouse Control stock levels and warehouse movements.
Features View stock levels Record goods movements Organise warehouse information An everyday example Use Warehouse in your daily work: view stock levels, then record goods movements.
Available features depend on your plan and permissions.
Administration & design
Website Builder Create and manage websites, pages and dynamic iMATRIX content centrally.
Features Manage websites and pages Compose pages with content blocks Check content in preview Display published EDU courses dynamically An everyday example A company builds a website with content blocks and previews its pages before publication.
Available features depend on your plan and permissions.
Sales & customers
WooCommerce Connection Connect WooCommerce orders with iMATRIX.
Features Import shop orders Associate order data Continue processing sales centrally An everyday example Use WooCommerce Connection in your daily work: import shop orders, then associate order data.
Available features depend on your plan and permissions.
Automation & AI
Workflow Automation Automate workflows with rules and actions.
Features Define triggers and conditions Connect actions into workflows Automate recurring processes An everyday example Use Workflow Automation in your daily work: define triggers and conditions, then connect actions into workflows.
Available features depend on your plan and permissions.
