Backed by 23 years of solving complex operational problems.
One connected platform, with advisors who help you strategize, optimize and run your business.
Your email, customers and follow-ups in one place.
Your advisor reads it all and tells you what needs you today.
Your email, customers and follow-ups in one place.
Your advisor reads it all and tells you what needs you today.
Customer record
Jordan Lee
Operations manager
jordan@example.com
(512) 555-0142
Does this sound familiar?
Nothing's broken. Everything's just…
Your business grew. The software didn't — so your team makes up the difference by hand.
You bent your process to fit. You've tried making it work, but the gaps just keep getting bigger.
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.
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.
Why Matrix?
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.
Generic Software
Custom Build
Matrix — the smarter path forward
Matrix gives your operation structure without rigidity.
Run your entire business from one place.
This is what lets your advisors act. Select the features and workflows that fit your operation and leave out the rest.
Our team builds the flows that match how your business runs.
From first contact to final payment, your data flows seamlessly across the tools you use—nothing gets lost, nothing gets missed.
One platform. All the tools. Use what you need.
We mold it around your process—at no extra cost.
Live assistance from our team, plus in-app tutorials.
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.
Meet the advisors
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.
What I handleI see across the other advisors and keep the whole picture in one place.
What I handleI keep every customer and lead record current and draft the follow-ups.
What I handleI read the books, watch cash, and tell you what needs your attention.
What I handleI keep your products and day-to-day work organized and moving.
What I handleI set up agreements, forms and imports so the platform fits how you work.
Every business gets the roles that fit it.
Here is what I would do first.
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
After your call with Dana I updated her record: her new address, deliveries on Fridays, and a reminder to check in next week.
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.”
These examples are illustrative.
Automated follow up
Two scheduled runs do the reading, sorting and drafting. You review, decide and send.
Several times a day
Usually at 8 AM, 12 PM, 4 PM and 8 PM. You can change the times.
Weekday mornings
By default at 5 AM, before the first sweep.
It also follows up on quotes, finished jobs, renewals and overdue invoices.
Notes, open items and a running picture of where things stand, so you don't re-explain your business every time.
Runs are set up in your own Claude app and run while it is open. If it is closed, the run happens when it next opens.
Our strongest proof
Our own advisors handle the daily work of running Matrix Software Solutions, including work that runs on a schedule every couple of hours.
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 workWORKFLOW COMBINATIONS
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
Every part of your business aligned—so your team can focus on what matters most.
They stay informed while you stay focused.
Partners stay aligned as the job moves forward.
Your team executes—no hunting for updates.
Issues are spotted before they become costly.
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.
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.
Every payment, from every source, automatically reconciled.No manual exports. No double entry.
Invoices paid online or in-office
In-person retail & service checkout
Automated recurring billing cycles
Deposits & payments tied to appointments
Every payment type flows through one connected layer—card, ACH, cash, and more.
Pricing
Two plans, per month. Add users any time.
Includes your first 3 users, then $20 per additional user.
Includes your first 5 users, then $20 per additional user.
A structured process with clear milestones — so you always know where you are and what comes next.
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.
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.
We add what you need to the platform, building any custom functions or extensions. We help set up your data, users, and integrations.
We go live with your team, run hands-on training, and make sure everyone is operating confidently from day one.
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.
Our Story
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.
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.
When your current tools stop keeping up, see advisors working on a connected platform built around your business.
30–45 minutes, with advisors working on your kind of business
No commitment required
