6:40
Coming soon
Basics
ProMatrix module
CRM & Sales
Customer base, deal pipeline, quotes, contracts, and the full interaction history — tied into document management and accounting.
In production
About the module
No customer lost between departments
CRM here is not a standalone address book but part of the whole system. A deal brings a quote with it, the contract goes to document management for approval, the invoice appears in accounting, the shipment — in the warehouse. The manager sees everything about a customer: correspondence, calls, documents, payments, and outstanding debt.
Who works in the module
Chief Commercial OfficerHead of SalesManagerMarketer
An object's path through the module
01
Lead
02
Qualification
03
Suggestion
04
Contract
05
Payment
06
Shipment
Features
What the module can do
8 feature blocks available once the module is enabled.
01
Unified customer base
Companies, contacts, legal details, segments, and relationships — one directory shared with the entire system.
02
Deal pipeline
Configurable stages, kanban board, probability, revenue forecast, loss reasons.
03
Quotes
Template-based quotes with prices from the product catalog and discount calculation.
04
Contracts
Contract creation from a deal, routed approval, signing, expiry tracking.
05
Communication history
Email, calls, meetings, and tasks in a single feed per customer and per deal.
06
Manager tasks
Activity plan, reminders, overdue follow-up tracking.
07
Linked to the money
Invoices, payments, and receivables are visible right in the deal card.
08
Sales analytics
Stage conversion, average deal size, deal cycle, manager performance.
Connections
Modules it works with
The module can be bought on its own, but it shines in combination: data flows between modules automatically.
Video
Feature demo
This section is set up for screen recordings. Videos are added as they are produced.
7:55
Coming soon
Documents
Quote and contract from a deal
5:35
Coming soon
Reports
Sales analytics
6:10
Coming soon
Integrations
Email and telephony integration
Purchasing
How to buy this module
The module is licensed separately or as part of the system, by subscription or perpetually. You can estimate the cost for your setup in the calculator.
With a server
Client-server edition: collaboration, sync, chats and conferencing. The server runs on your side, on ours, or in a hybrid setup.
Local, no server
Installed on a workstation with its own database. Standalone operation, perpetual license; the server side can be added later.
Subscription or perpetual
A monthly fee with updates and support, or a one-time purchase with support under a separate contract.
With implementation
Process setup, data migration from your current systems and user training — as a separate stage.
See the module on your own data
We'll load your sample documents and processes into a demo environment so you can see the system in a familiar setting.