Platform
One system for the full desk cycle
Gain speed and control by running research, Google Workspace, pipeline, and niche desks in one place — with a durable agent that writes what is true.
Built for desks that research and close
Speed and visibility
One system for speed and visibility
One workflow across the desk
Companies, contacts, pipeline, activity, and the agent live in the same workspace. Handoffs stay inside the product.
Research that stays consistent
The durable agent leases work, spends a research budget, and writes evidence-priced facts — not chat guesses.
Visibility every step of the way
See what’s moving, what’s stuck, and what the agent already learned — so you act instead of re-searching.
Experience
A clean, modern desk — not another dashboard maze.
Fast. Clear. Quiet chrome. Open a record, talk to the agent, pull Google context, and move the stage without hunting across tabs.
End to end
Desk system from research to close
Agent
Durable research on every record
Queue-driven research that keeps going after you close the tab. Steps, discarded leads, and identity questions show up on the Agent tab.
What you get
- /Work queue the agent leases itself
- /Evidence ledger — strong facts write, weak ones wait
- /In-place answers when identity is ambiguous
- /Conversation history on company, contact, or deal
Google Workspace
Gmail, Calendar, and Drive on the desk
Sign in with Google and keep email, meetings, and files next to the records that close — not in another browser window.
What you get
- /Google Sign-In for the whole team
- /Gmail threads on the record
- /Calendar context beside the pipeline
- /Drive files where the deal lives
Pipeline
Stages that match how you close
Advances, listings, matters, roles, or classic sales — the desk reshapes labels and stages without bolting on another CRM.
What you get
- /Industry-shaped pipeline language
- /Accounts and people as first-class records
- /Activity without leaving the deal
- /Dashboards ops can trust
Niche desks
Fourteen desks. One product.
Finance, commerce, services, and people — syndication wallets when you need them, lean surfaces when you don’t.
What you get
- /Finance desks with remittance language
- /Commerce desks for sales and listings
- /Services desks for clients and matters
- /People desks for recruiting and nonprofit
Integrations
Connected to the providers you already trust
Google Workspace is native. Partner connectors bring payments, credit, contracts, and messaging into the same source of truth.
What you get
- /Native Google Workspace
- /Payments, bank data, and credit pulls
- /Contracts and messaging partners
- /Fewer manual uploads and re-keys
Controls & trust
Built to stay private and explainable
Org-scoped access
The right people see the right workspace — membership and roles keep desks private by default.
Evidence you can explain
Agent writes are priced by evidence strength so confident mistakes don’t get a free pass onto the record.
Industry prefs that stick
Desk type and terminology reshape the product without a custom fork for every vertical.
Contact us for a trial
Request access and we’ll unlock your desk. Membership keeps it running when you’re ready.
See the full platform on your desk
Contact us for a trial. We’ll map matrixcrm to how you research and close — agent, Workspace, and pipeline included.