The ERP engineered for consulting firms
Matrix helps you gain clarity across every part of your business - from projects and resources to finances and client relationships. One platform, complete control.
No credit card required • Full access to all features • Cancel anytime
Six core modules, one unified platform
Everything you need to run your consulting firm - integrated, intuitive, and always in sync.
Projects & Tasks
Plan and track budgets, phases, and deadlines with full visibility across all your projects.
Time & Expenses
Log time, track expenses, and manage approvals effortlessly with built-in workflows.
Finance Overview
Control margin %, EAC/FAC, and revenue forecasts in real-time with actionable insights.
Resources
Optimize utilization and allocate resources across projects to maximize efficiency.
CRM & Pipeline
Manage leads, clients, and opportunities in one place from first contact to project delivery.
Reports & Analytics
Visualize KPIs like utilization, DSO, and fee factor at a glance with customizable dashboards.
Why consulting firms choose Matrix
Purpose-built for professional services with the features that matter most.
Real-time Financial Visibility
Track margin %, revenue forecasts, and project profitability instantly. No more waiting for month-end reports.
Integrated Workflow
Projects → Time → Finance → Reports - all connected seamlessly. Enter data once, see it everywhere.
No Complex Setup
Get started in days, not months. No external consultants or lengthy implementation projects required.
Resource Optimization
See capacity at a glance, allocate resources intelligently, and prevent over or under-utilization.
Deal Pipeline to Delivery
CRM integration connects your sales pipeline directly to project execution for seamless handoffs.
Built-in Approval Workflows
Streamline time entries and expense approvals with configurable workflows that match your process.
And there's more
Additional tools to streamline every aspect of your consulting business.
HR Management
Comprehensive employee directory with departments, teams, roles, and employment details all in one place.
Proposals
Create professional proposals with customizable templates, built-in PDF editor, and digital signature integration.
Contracts
Track contract status, link to projects, manage renewals, and keep all documentation organized.
CV & References
Build professional CVs for your team with project references, competences, and downloadable PDFs.
More than software - a partnership
Join the SUNAGO network and unlock benefits that go beyond the platform.
Global Collaboration Network
Connect with consulting firms worldwide to share expertise and expand your reach.
Peer-to-Peer Support
Join webinars, workshops, and community events to learn and grow together.
Partner Accreditation (LoPA)
Earn accreditation that demonstrates your commitment to quality and best practices.
Marketing Visibility
Get featured in our partner directory and benefit from joint marketing initiatives.
Business Growth
Access opportunities for collaboration, referrals, and joint ventures.
Full Platform Access
Unlock the complete SUNAGO ecosystem including Matrix and partner tools.
Start your 14-day free trial
No credit card required • Full access to all features • Cancel anytime