Client Matrix

Client Matrix

Client & Team Management

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Free

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Details

  • Released
  • Updated
  • June 16, 2024
  • August 20, 2026
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About

Introducing Client Matrix Accountant's CRM, a state-of-the-art application tailored for consulting and professional service businesses. This innovative platform serves as both a client relationship management system and a team collaboration tool, blending simplicity with productivity. With Client Matrix Accountant's CRM, clients can connect effortlessly with chartered accountants, enabling seamless communication and personalized service. Key features include follow-up reminders and notifications, ensuring users stay on top of deadlines and maintain strong business relationships. Designed for flexibility, our app is ideal for both individual task management and team collaboration, making it an essential tool for fostering client relationships and boosting productivity. Stay connected with your Personal Accounts Manager and elevate your business management experience with Client Matrix Accountant's CRM. Download now to streamline and optimize your workflow.
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What's New in Client Matrix

2.0.1

August 20, 2026

- New in-app calling between clients and staff - UI improvements for a smoother experience