CRM

Maintain an overview of your contacts and personalise your approach to them.

Campaigns

Define segments based on reusable criteria such as contact profiles and interactions.

Interactions

Record interactions that you have with your contacts, such as calls, meetings or attach letters and documents.

Contacts

Record contact information for all business relationships and specify the individual people related to each contact. Be alerted if you enter duplicate contact information.
CRM Features

Contacts

Maintain an overview of your contacts and personalise your approach to them.

Campaigns

Organise campaigns for segments of your contacts.

Interactions

Record interactions that you have with your contacts.

Document management

Store letters and documents such as Word, Excel, or Text files against your contacts.

Email logging

Log inbound and outbound email messages in MatterX.

Opportunities

Keep track of business development opportunities.
Browse all features.
MatterX will help your firm work smarter together, automate time-consuming manual tasks and make better, data-driven decisions.