Sales
Lead Qualifier
Scores inbound leads, fills missing contact details, and suggests the next best outreach so you only talk to buyers ready to buy.
Try Lead QualifierMatrixly connects specialized AI agents to the tools you already use. They handle repetitive work across sales, operations, customer support, marketing, and finance — while you stay in control.
Start with the work, not the catalog
Pick the bottleneck. We’ll recommend a small AI team from agents that already exist in Matrixly.
Your AI team
Start with one agent or combine specialized AI teammates into a workflow built around your business.
One platform, four outcomes
Specialized agents work together around the business result you want. Start with one teammate, then add coverage as you grow.
Sales
Capture, qualify, and follow up with opportunities before they go cold.
Explore This AI TeamOperations
Reduce repetitive operations work and handle exceptions faster.
Explore This AI TeamSupport
Respond, schedule, and support customers with less manual effort.
Explore This AI TeamGrowth
Turn business knowledge and activity into consistent marketing and growth.
Explore This AI TeamConnects to the tools US small businesses already use
Modeled estimate — actual results vary
Hours back every week
Modeled from typical SMB busywork — not a guaranteed result.
Modeled estimate — actual results vary
Typical payback
Cheaper than a part-time hire when agents replace repetitive work — results vary.
To first agent live
No developers. No long setup project.
How it works
Choose a goal, connect tools, set rules, then automate at your pace.
Tell Matrixly what is consuming time in your business.
Connect the software your business already uses.
Decide what agents can do automatically and what requires approval.
Start supervised and increase automation when you're comfortable.
Control
Start by reviewing agent actions. As you build trust, allow Matrixly to automate more — within the rules and permissions you define.
1 · Draft
Agents prepare the next reply, label, or document. Nothing goes to a customer yet.
2 · Approval
You review what matters — sends, CRM writes, publishes, and payments stay behind a gate.
3 · Supervised
Repeatable work can run with you watching exceptions, not every keystroke.
4 · Rules
Expand what can run on its own only after the team has earned it — and only inside your permissions.
Platform
Each agent already has a workspace for drafts, approvals, and activity. The control plane is how those teammates come together as one team.
Product concept · example workflow
Today · example data
Review important actions before execution — outbound messages, CRM writes, publishes, and payments.
Agent runs, time reclaimed, and workflow activity — shown when your workspace is connected.
Figures above are illustrative examples, not live account metrics.
See it work
Type a request or tap a preset. This is a lightweight simulation — no signup required — so you can feel the product in seconds.
Simulation only · nothing is sent to customers or connected tools
Start free with this agentAgent preview
Lead Qualifier · live simulation
Built for Global Small and Medium Businesses
Home services, e-commerce, professional firms, contractors, and retail — agents handle the busywork so you can run the business.
Watch how an HVAC owner gets more booked jobs
Home services · HVAC, plumbing, electrical, roofing
After-hours inquiries, web leads, and follow-up eat the week. A home-services AI team qualifies leads, drafts replies, and supports local search pages — so you spend less time chasing the next job.
See a Shopify store cut WISMO tickets
E-commerce · Shopify
Orders, shipping exceptions, and “where’s my order?” messages pile up. An e-commerce AI team helps rate-shop, notify customers, and draft support replies — you approve what goes out.
Inbox calm for professional services
Professional services
Legal, dental, consulting, and agencies lose hours to inbox, meeting notes, and follow-up. A professional-services AI team drafts, schedules, and logs work so you stay with clients.
60-second fit check
Answer a few questions. We’ll recommend the agents that reclaim the most time for your business.
We’ll match agents to your industry.
Pick the one that eats the most hours each week.
Select all that apply (optional).
Helps us size the starter pack (you can change agents anytime).
Simple math
Estimates are based on your inputs and assumptions. They are not guaranteed results.
Default $40/hr blends typical US SMB wages + overhead for owner/operator time. See assumptions in docs.
Estimated impact
0.0
Hours reclaimed / week
$0
Value / week
0.0
Hours / ~30 days
$0
Value / ~30 days
Modeled estimate — actual results vary. Based on your inputs, not verified customer results.
Real impact for owners
Illustrative / modeled trends — not verified customer results. Charts use example workspace data for marketing, sales, support, and shipping. Actual results vary.
Return on agent spend vs. baseline tools
+312%
avg. at month 6
Illustrative composite · payback typically < 30 days
Manual work vs. agent-automated by function
22 hrs
median saved
90-day window · mid-market SMB sample
Routine tasks offloaded — humans keep judgment, deals, and exceptions.
Product suite
Everything under the hood so agents remember your SOPs, reason carefully, and act in the apps you already use.
Agents remember context, follow your rules, and keep working after you close the laptop.
Teach agents how your business works — pricing, policies, brand voice — once.
Powered by advanced AI reasoning for multi-step sales, ops, and logistics tasks.
Gmail, Shopify, QuickBooks, carriers, CRM, Slack — agents take action in supported workflows, not just chat.
Example flow · shipping
Matrixly agents run fulfillment end to end so you ship faster, spend less on carriers, and answer fewer “where’s my order?” messages.
Shopify, WooCommerce, or POS orders enter the queue automatically.
Confirms inventory, splits warehouses, and flags backorders early.
Compares UPS, FedEx, USPS, and regional options for cost vs. speed.
Prints labels, pack slips, and pick lists for the warehouse team.
SMS and email on ship, delay, and out-for-delivery — before they ask.
Retries failed scans, opens claims, and only escalates when a human is needed.
Your shipping team of agents
Order coordinator
Keeps every order on track and assigns the right specialist agent at each step.
Rate shopper
Finds the best live carrier rate for weight, size, and promised delivery date.
Tracking & messaging
Watches carrier updates and messages customers before they open a support ticket.
Exception recovery
Handles address fixes, re-ships, and claims — with a clean handoff when you need to step in.
What it looks like
Example workflow · demo data
Order #48291
Shopify · UrbanThread Co.
Stock confirmed — East warehouse, 2 units ready
Best rate chosen — USPS Priority, saved $1.15 vs. next option
Label printed — pack slip sent to pick wave
Customer texted — “Your order is on its way”
Hub delay spotted — proactive delay email sent; no ticket opened
Delivered on time — loop closed automatically
Example workflow · modeled figures — actual results vary
−35%
Shipping cost per order
Smarter rate shopping
−60%
“Where’s my order?” tickets
Proactive tracking updates
12 min
Order to label
Typical agent cycle time
98.1%
On-time delivery
With auto exception recovery
Why owners choose Matrixly
Enterprise-grade capability without enterprise complexity, headcount, or price tags.
Agents understand search intent and “near me” demand — so content and pages attract real customers, not empty traffic.
Not another chatbot. Agents plan, act in your apps, check their work, and only escalate when you should decide.
Gmail, Shopify, QuickBooks, ShipStation, HubSpot, Square, Slack, Meta ads — connect once; agents do the rest.
SOC 2–ready controls (not a completed certification), encrypted credentials, role-based access, and audit trails in agent workspaces. Your data is not used to train our models.
Launch proven agents from the marketplace or customize with a simple builder — set up in minutes, not months.
Clear dashboards: hours saved, leads booked, tickets closed, and revenue tied to each agent.
Example: a Texas HVAC company deploys SEO + Lead Qualifier agents and models 25 hours/week reclaimed with more booked jobs from organic search in 90 days.
Example outcome · modeled estimate — actual results vary
Why Matrixly
Cheaper than hiring people. More autonomous than DIY automation. Faster than traditional agencies.
| Dimension | Matrixly | Part-time VA | Zapier + ChatGPT | Traditional agency |
|---|---|---|---|---|
| Monthly cost | $0–$499+ Plans that scale with you |
$800–$2,000+ | $50–$200 + your time | $2,000–$10,000+ |
| Setup time | Minutes | Days to weeks (hire + train) | Hours–days of DIY wiring | Weeks of onboarding |
| Ongoing maintenance | Low — managed agents + HITL | You manage the person | You fix broken zaps & prompts | Included (expensive) |
| What gets done | Leads, email, shipping, support, SEO — done work with review gates | Variable quality & coverage | Drafts + glue scripts | Campaigns & retainers |
| Autonomy | High within guardrails | Human only | Low without engineering | High but slow |
Try it risk-free
If you don’t save at least 10 hours in the first month on a paid plan, we’ll refund that plan — no questions asked.
Cancel anytime · No long-term contract · No card to explore free
Terms apply · US paid plans
Pricing
Start free. Upgrade when the agents are saving you time and money.
Free
Browse agents and try the workflow risk-free.
What you get
Starter
About $1.60/day · less than a coffee
Ideal for solo operators and small teams ready to automate core work.
What you can achieve
Pro
A fraction of one VA · multi-agent coverage
Full agent stacks for growing shops and multi-step workflows.
What you can achieve
Executive
Founding · managed digital employee
The real product is coaching + ongoing management — not just the agent.
What you get
Custom · White Glove Digital Employee
Setup + monthly retainer. On-site training with the founder. Shared channel so you learn by watching. Monday value weekly reports (hours saved × your rate). Founding seats $499/mo; Growth and multi-agent suites scale from there.
Need a walkthrough? Start free or browse agents first. Cancel anytime · No long-term contract.
10-hour month guarantee · Compare vs VA / Zapier / agencies · White Glove details
Integrations
Connect the apps you already use. Credentials stay encrypted, actions are logged, and customer data is never used to train AI models.
Encrypted vault for API keys
Never exposed in agent logs or third-party prompts
Role-based access & audit trails
Know exactly which agent did what, and when
Your data stays yours
US privacy–friendly controls · optional data residency
Gmail
Triage, classify, draft, and support follow-up workflows in Email Assistant and Lead Qualifier.
HubSpot
Support lead and CRM workflows in PipelineForge and CRM Assistant.
Shopify
Use commerce order data in shipping and support workflows.
QuickBooks
Support invoice and financial document workflows in InvoiceForge.
ShipStation · UPS · FedEx · USPS
Labels, tracking, and exception workflows in Shipping Assistant.
Google Calendar
Scheduling and appointment workflows in BookWise.
Slack
Notifications and workflow interactions in supported agent dashboards.
Browse all integrations →
Not every agent connects to every app. See the catalog for the full list.
Explore more tools
Additional tools that sit beside the SMB AI workforce — including the ETF Portfolio Analyzer for market snapshots and tax-aware notes. These are optional, not the starting path for most businesses.
Tell Matrixly what is consuming your time, find the right AI team, connect your tools, set your rules, and start supervised.
Explore free. Cancel anytime. You stay in control.
Or · Explore Agents · calculate your ROI