Matrix Software Solutions – Connected business platform with AI advisors

Backed by 23 years of solving complex operational problems.

Your workflows connected.Your decisions advised.

One connected platform, with advisors who help you strategize, optimize and run your business.

Built on proven operational foundation, refined through real deployments. Configured for how you work,
not the other way around. Built on proven operational foundation, refined through real deployments.
Configured for how you work, not the other way around.

Meet the Advisors See the Platform Get Started

Does this sound familiar?

You've outgrown your tools.

Nothing's broken. Everything's just…

too much manual effort.

Your business grew. The software didn't — so your team makes up the difference by hand.
full of workarounds.

You bent your process to fit. You've tried making it work, but the gaps just keep getting bigger.
disconnected.

Six tools, zero connection. Something's always falling through — you're just not sure what. Data is scattered, so you're not sure where to look.
held together by you.

You're the one duct-taping it all together. Step away for a week and it falls apart — because the system lives in your head, not in the software.

It's time for something new.

The fix isn't another tool. It's an advisory team that knows your business and keeps working on it.

Meet the advisors

Meet the advisory team that knows your business.

Your advisors keep your notes and open items, so you never start from scratch. They keep working on your business between conversations. Not a chatbot you re-brief every time.

The platform is what lets them act. The advisors are who you talk to.

Head advisor

What I handleI see across the other advisors and keep the whole picture in one place.

Relationship advisor

What I handleI keep every customer and lead record current and draft the follow-ups.

Finance advisor

What I handleI read the books, watch cash, and tell you what needs your attention.

Product and operations advisor

What I handleI keep your products and day-to-day work organized and moving.

Configuration advisor

What I handleI set up agreements, forms and imports so the platform fits how you work.

Every business gets the roles that fit it.

What a day looks like

7:30 amMorning briefing

3 new inquiries came in overnight
2 invoices are past due
1 agreement is still waiting for a signature

Here is what I would do first.

10:15 amFollow-up ready

I drafted a reply to this morning's quote request. Read it, change anything you like, and approve it when you're ready. Nothing is sent until you do.

DraftWaiting for your approval

2:40 pmRecord brought up to date

After your call with Dana I updated her record: her new address, deliveries on Fridays, and a reminder to check in next week.

Address: Updated
Delivery: Fridays
Follow-up: Next week

Ask in plain language. They do the work.

Tell an advisor what you need. It uses your system, inside your roles and permissions, and shows you what it did.

“Create an AC repair job for John Smith tomorrow at 10am, assign Mike as the tech, and send the customer a confirmation.”

Job #J-1024 created: AC repair, scheduled tomorrow 10:00 AM.
Technician Mike R. assigned and the calendar blocked.
Confirmation text to John Smith drafted. Waiting for your approval.

These examples are illustrative.

It remembers

Notes, open items and a running picture of where things stand. You don't re-explain your business every time.

You stay in control

Advisors draft and recommend. You approve what leaves the building. They work inside your roles and permissions, and what they do is recorded.

Our strongest proof

We run Matrix on it.

Our own advisors handle the daily work of running Matrix Software Solutions, including work that runs on a schedule every couple of hours.

How you get one

It starts with a short interview about your business. Then we configure your advisors and the platform together, in the same steps we use for every project.

See how we work

Meet your advisors

Why Matrix?

The gap between off-the-shelf and custom — closed.

Neither forced to adapt, nor wade through a complex build. We help you configure the ideal workflow, then set up advisors to help you run it.

Generic Software		Custom Build
Starting point One-size-fits-all	Starting point Proven foundation — not a blank slate	Starting point Blank slate
Fits your workflow You adapt to it	Fits your workflow We help you configure the ideal workflow	Fits your workflow Fully custom
Time to go live Weeks to deploy	Time to go live Weeks — workflow and advisors set up together	Time to go live 3–6 months
Evolves with you Vendor's roadmap	Evolves with you Grows as your business does, with advisors to help you run it	Evolves with you Costly to change
Predictable cost Predictable	Predictable cost Clear scope, no runaway budget	Predictable cost Unpredictable
Built for your ops Generic template	Built for your ops Your workflow, your structure, your brand	Built for your ops Fully custom

Built for everyone,
fine-tuned for none.

The smarter path forward

Matrix — the smarter path forward

Too slow, too costly,
or both.

Starting point Proven foundation — not a blank slate

Fits your workflow We help you configure the ideal workflow

Time to go live Weeks — workflow and advisors set up together

Evolves with you Grows as your business does, with advisors to help you run it

Predictable cost Clear scope, no runaway budget

Built for your ops Your workflow, your structure, your brand

Generic Software

Starting point One-size-fits-all

Fits workflow You adapt to it

Time to live Weeks to deploy

Evolves Vendor's roadmap

Cost Predictable

Built for your ops Generic template

Built for everyone, fine-tuned for none.

Custom Build

Starting point Blank slate

Fits workflow Fully custom

Time to live 3–6 months

Evolves Costly to change

Cost Unpredictable

Built for your ops Fully custom

Too slow, too costly, or both.

Matrix — the smarter path forward

Discover What's Possible

Matrix gives your operation structure without rigidity.

Choose the tools that power your operations

This is what lets your advisors act. Select the features and workflows that fit your operation and leave out the rest.

Leads
Customers
Jobs
Marketing
Scheduling
Quotes
Invoices
Dispatch
Reporting
Inventory
Time Tracking
Payments
Work Orders
Intake Forms
Documents
Texting
Integrations
eSignatures
Questionnaires
Client Portal

We connect and customize your workflows

Our team builds the flows that match how your business runs.

Workflow diagram: lead and customer steps, customizable stages, job and scheduling, then invoices, payments, and reporting

From first contact to final payment, your data flows seamlessly across the tools you use—nothing gets lost, nothing gets missed.

All features included

One platform. All the tools. Use what you need.
Customization included

We mold it around your process—at no extra cost.
Responsive support

Live assistance from our team, plus in-app tutorials.
Built to scale with you

Add, adjust, and grow whenever you're ready.

You start fast with 80–100% of what you need.
We close the gap on what's missing.

So your advisors work on solid ground.

How We Work

From first call to full operation

A structured process with clear milestones — so you always know where you are and what comes next.

Step 1

Workflow Exploration

We spend time understanding how your business actually operates — Your processes, handoff, and bottlenecks to ensure we set up the system to solve your biggest pain points.

Step 2

Configuration Design

We design your system architecture — which features to enable, how data flows, which advisors you want, and what gets built on top of the foundation.

Step 3

Build & Customize

We add what you need to the platform, building any custom functions or extensions. We help set up your data, users, and integrations.

Step 4

Launch & Train

We go live with your team, run hands-on training, and make sure everyone is operating confidently from day one.

Step 5

Grow Together

As your business evolves, we continue adding features, refining workflows, and updating your advisors to match, building on what we've created together.

Most clients are fully operational within weeks, not months — because 80% of the work was already done before we started.

Talk With Our Team

WORKFLOW COMBINATIONS

One Platform. Many ways to run your business.

Enable the right combination of tools for your workflow — every solution is built on the same connected platform.

Most businesses combine multiple workflows within their operations — Matrix connects them all.

Everyone stays in sync

The right information. In the right hands.
Right on time. The right information. In the right hands. Right on time.

Every part of your business aligned—so your team can focus on what matters most.

Customers

Client portal accessClient portal

They stay informed while you stay focused.

Vendors

Vendor portal accessVendor portal

Partners stay aligned as the job moves forward.

Your Business

One system, shared data,
better decisions. One system.
Shared data.
Better decisions.

Staff

Role-based permissions

Your team executes—no hunting for updates.

Management

Full access

Issues are spotted before they become costly.

The 80/20 Model

Built on a Proven Foundation — Not Rebuilt Every Time

Most custom software starts from scratch. We don't. Every system we design is built on a foundation where core workflows are already solved, edge cases are handled, and the system is designed to scale from day one.

✓

Core workflows are already solved

✓

Financial and operational logic is proven and reliable

✓

Edge cases have already been handled

✓

The system is designed to scale from day one

80% — PROVEN FOUNDATION

CRM · Billing · Communications · Scheduling · Reporting
Already built. Already proven. Already yours.

20% — YOUR BUSINESS

Configured around your workflows · Extended to fit your edge cases.

The 80% means you get a running start on day one. The 20% is what makes it yours. That's how we deliver in weeks, not months — without cutting corners.

Simplify your accounting

Embedded payments and QuickBooks sync
across all workflows

Every payment, from every source, automatically reconciled.No manual exports. No double entry.

Billing & Invoices

Invoices paid online or in-office

Point of Sale

In-person retail & service checkout

Subscriptions & Recurring

Automated recurring billing cycles

Scheduling & Bookings

Deposits & payments tied to appointments

Integrated Payments

Every payment type flows through one connected layer—card, ACH, cash, and more.

✓ Unified payment records

✓ Secure processing built in

✓ Ready for accounting sync

QuickBooks

✓ See income by channel—billing, retail, recurring, etc.

✓ Payments match to the right customer automatically

✓ Transactions categorized for reports and tax season

Our Story

23 Years in the Making

17 Years — Corporate Software Design

Learning how complex businesses operate at enterprise scale

Designing software systems at Chevron across 6 divisions — Corporate Departments, Upstream, Downstream, Trading, Supply Chain, and Digital Twins. Learning how complex businesses operate at enterprise scale before building for them independently.

Matrix Software Solutions Founded

Solving real problems no off-the-shelf tool could handle

Helping friends build operational systems grew into a business — solving real problems no off-the-shelf tool could handle, and building systems that actually fit how people work.

Complex Problems Found Us

Different industries, the same underlying need every time

Franchises, municipal tax, youth sports, PEOs — different industries, different constraints, but the same underlying need every time: a system built around how they actually operate, not how the software expected them to.

We Built a Foundation Once

CRM, billing, communications, scheduling — built once, properly

Built once, properly, so every future client starts from strength — not scratch. Every implementation strengthens the platform for the next business that comes through the door.

Today — Matrix Software Solutions

Faster delivery, lower cost, less risk

Every implementation strengthens the platform for the next. Faster delivery, lower cost, less risk — and a system that gets better for every business that uses it.

Built once, designed for continuous improvement.

Every client adds to a system that gets smarter, faster, and more capable over time. We run Matrix itself on advisors, so we use what we sell every day.

Where no client starts from zero

See For Yourself

Get Started

Ready to meet your advisors?

When your current tools stop keeping up, see advisors working on a connected platform built around your business.

Schedule a Demo

30–45 minutes, with advisors working on your kind of business
No commitment required

346-435-3128

contact@matrixsoftwaresolutions.com

Full Name

Company

Phone

Tell us about your business