SalesMatrix
Salesmatrix Ltd is a New Zealand-based, founder-owned sales intelligence software company founded in 2000, offering cloud-based SWOT analysis, 3D budgeting, and ERP-integrated BI tools to wholesale, manufacturing, and consulting SMB and mid-market customers across North America, Oceania, the UK, Ireland, Europe, and Asia.
- Company typePrivate
- Founded2000
- HeadquartersCharlotte, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What SalesMatrix does
Salesmatrix Ltd is a privately held New Zealand-based sales intelligence software company founded in 2000, operating regional offices in Rotorua (legal HQ), Charlotte, NC (North America), Bondi Junction (Australia), and Huntly (New Zealand), with active distribution across the USA, Australia, New Zealand, the UK, Ireland, Europe, and Asia. The company sells a suite of cloud-based sales intelligence, budgeting, and data management tools targeted at sales teams, executive management, and IT/data functions in wholesale distribution, manufacturing, and consulting verticals.
Its core products are Salesmatrix SWOT (a mobile sales intelligence app on iOS, Android, and Windows that surfaces customer and product opportunities, anomalies, and AI-driven notifications), Salesmatrix Desktop (a multi-dimensional BI application), Salesmatrix Budgets (a three-dimensional budgeting engine that natively links sales reps, product types, and customer groups with instant recalculation), modular Dashboards with budget variance and dynamic report widgets, and Data Transformation Services covering cloud storage, replication, and legacy ERP migration. The platform integrates natively with Odoo, Acumatica, MYOB, Unleashed, Xero, QuickBooks, Dear, TradeGecko, Attache, and NetSuite, and exposes a documented REST API plus ODBC/ADO/SQL Server connectivity for legacy systems.
Revenue is generated through annual SaaS subscriptions for the SWOT, Budgets, and Dashboard modules, managed-services Data Transformation engagements (upfront setup fee plus monthly usage), and a partner/dealer channel with exclusive territories and revenue sharing. Go-to-market blends product-led growth (a free RFM analysis offering, self-serve mobile and web signups), direct enterprise sales that demonstrate on the customer's own data with 24-hour implementation, and partner-led distribution across international markets. The company is founder-owned, has never raised institutional capital, and reports 25 years of continuous operation as of 2025.
SalesMatrix firmographics
Firmographics- Name
- SalesMatrix
- Legal name
- Salesmatrix Ltd
- Website
- https://salesmatrix.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Salesmatrix Ltd is a New Zealand-based, founder-owned sales intelligence software company founded in 2000, offering cloud-based SWOT analysis, 3D budgeting, and ERP-integrated BI tools to wholesale, manufacturing, and consulting SMB and mid-market customers across North America, Oceania, the UK, Ireland, Europe, and Asia.
- Ownership category
- akta.pro rank
SalesMatrix industry classification
Industry- Product category
- Sales Intelligence Software
- NAICS
- Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- ERP Extensions & Add-ons (CPQ, Billing, Revenue Management) (HDAEAEAO)
- akta.pro secondary industry
- Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
Keywords
Where SalesMatrix is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
SalesMatrix business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure, Others
Revenue model
- SaaS Subscription: Salesmatrix operates as a software-as-a-service platform with subscription-based pricing for access to the Salesmatrix, SWOT, and Budget modules. The platform is available via web and mobile apps with continuous updates included.
- Data Transformation Services: Additional revenue from data management solutions including cloud storage, data replication, and custom data integration services. Pricing includes upfront setup fees and monthly usage fees.
- Partner Program: Revenue sharing and co-marketing model with exclusive dealers and consultants who resell or implement Salesmatrix tools. Partners receive generous margins for distribution agreements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Core Sales Intelligence - Salesmatrix Platform |
| Subscription | Annual | SWOT Mobile Application |
| Subscription | Annual | Salesmatrix Budgets |
| Hybrid | Monthly | Data Transformation Services |
| Subscription | Annual | Partner Program |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
SalesMatrix product offering
Product offeringCore offering
SalesMatrix sells a suite of cloud-based sales intelligence and budgeting software built around its Salesmatrix SWOT mobile/web application, Salesmatrix Desktop BI tool, and a three-dimensional budgeting engine that links sales reps, products, and customer groups. The platform integrates with major accounting/ERP systems (Xero, QuickBooks, NetSuite, Odoo, MYOB, Acumatica, Unleashed, Dear, TradeGecko, Attache) and adds Data Transformation Services for legacy ERP data migration, replication, and cloud backup. Customers are primarily sales teams, executives, and operations groups in distribution, manufacturing, and consulting businesses.
Product overview
SalesMatrix is a sales intelligence software suite consisting of three interconnected product lines. The core offerings include Salesmatrix SWOT (mobile-first sales intelligence app with AI-powered customer/product analysis and notifications), Salesmatrix Desktop (traditional BI application for multi-dimensional data analysis), and Salesmatrix Budgets (3D budgeting system linking sales reps, products, and customers). Supporting modules include Dashboards (personalized real-time reporting widgets) and Data Transformation Services (cloud storage, replication, and legacy data migration). The platform integrates with major ERP/accounting systems (Xero, QuickBooks, NetSuite, Odoo, MYOB, Acumatica, Unleashed, Dear, TradeGecko, Attache) and offers a REST API for programmatic data access. Recent additions include RFM Customer Analysis, Customer Scoring, and Budget Progress reporting.
Differentiator
Problem solved
Functional benefit
Brands
- Salesmatrix SWOT: Fully interactive sales intelligence application showing Strengths, Weaknesses, Opportunities and Threats for every single Customer and Product, available as a mobile app on iOS, Android, and Windows.
- Salesmatrix Budgets
- Salesmatrix Dashboards
- Data Transformation Services
Products and services
- Salesmatrix SWOT
Quantifiable outcome
- Build a balanced, Three-Dimensional (3D) Sales Budget in less than half a day
- +2 more outcomes
Companies that use SalesMatrix
Customer profileNamed customers1 record
Segments6 records
Ideal customer profiles4 records
SalesMatrix technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability3 records
Feature9 records
SalesMatrix partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- OdoocorePopular cloud accounting system integration completed in March 2025, making Odoo data accessible within Salesmatrix SWOT with one-click connectivity.
- NetSuitecoreSalesmatrix SWOT connects to NetSuite accounting data through a guided registration and setup process. Users enter NetSuite login credentials and account ID to establish data connection.
- XerocoreCloud accounting platform supported as accounting system option during SWOT registration. Integration enables direct data synchronization.
- QuickBookscoreMajor accounting platform supported for integration with Salesmatrix SWOT. Listed among accounting system options during registration.
- AcumaticacoreCloud-based ERP platform supported for direct integration. Onboarding wizard connects to live data for 3D budget framework construction.
- MYOBcoreAustralian cloud accounting platform supported for direct integration. Enables seamless actuals-to-budget matching through live data connection.
- UnleashedcoreCloud inventory and accounting platform supported for integration. Connects live data to Salesmatrix for real-time analysis.
- Channel Partners / DealerscorePartners receive access to premium selling tools that integrate into existing businesses. Generous revenue sharing with co-marketing support. Partners can offer risk-free trials with no obligations or payments.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
SalesMatrix competitors and assessment
Company assessmentDirect peers
- Jedox: Jedox offers integrated budgeting, planning, and sales intelligence with multi-dimensional (axis-based) models that connect to ERP/accounting systems—a close functional match to Salesmatrix's 3D Budgeting Engine for finance and sales leadership buyers.
- Phocas Software: Phocas provides cloud-based BI and budgeting software for distribution, manufacturing, and wholesale verticals with native ERP integrations and mobile dashboards—directly competing with Salesmatrix's core SWOT, Budgets, and Dashboards modules for the same mid-market buyer.
- Clari: Clari is an AI-powered revenue intelligence platform offering forecasting, pipeline inspection, and sales analytics—competing with Salesmatrix's sales intelligence and predictive RFM scoring offerings for similar enterprise sales leadership buyers.
- Aviso: Aviso provides AI-driven sales forecasting and revenue intelligence with predictive analytics—directly competitive with Salesmatrix's anomaly detection and customer purchasing pattern prediction capabilities.
- InsightSquared: InsightSquared provides SaaS sales intelligence, forecasting, and pipeline analytics for sales leaders—directly overlapping with Salesmatrix SWOT's anomaly detection, customer scoring, and revenue forecasting capabilities.
- Prophix: Prophix delivers corporate performance management including budgeting, forecasting, and reporting for mid-market companies, with native ERP integrations similar to Salesmatrix's Xero/NetSuite/Odoo/Acumatica connectivity—competing for the same sales-and-finance leadership segment.
Emerging players
- Grow.com: Grow.com is a no-code BI platform that aggregates data from accounting systems and produces dashboards and reports—overlapping with Salesmatrix Dashboards and Data Transformation Services for SMB and mid-market customers seeking simpler alternatives.
- Databox: Databox offers a streamlined dashboarding and KPI tracking platform with native integrations to many of the same sources Salesmatrix supports—targeting SMB sales leaders with simpler, less customizable analytics than Salesmatrix's 3D budgeting model.
Broad incumbents
- Domo: Domo is a cloud-based BI and analytics platform offering dashboards, data integration, and embedded analytics across many ERP systems—a broader horizontal incumbent that competes with Salesmatrix's Dashboard and Data Transformation Services modules at the BI layer.
- Sisense: Sisense provides AI-driven analytics and embedded BI with extensive ERP/data source connectivity—competing with Salesmatrix as a broader BI incumbent serving similar mid-market customers with sales intelligence and dashboarding use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
SalesMatrix social profiles
Digital presenceSalesMatrix financial estimates
Financial estimateRevenue estimate
Valuation estimate
SalesMatrix leadership team
Management profileNumber of profiles
Profiles4 records
SalesMatrix funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SalesMatrix M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SalesMatrix
What does SalesMatrix do?
SalesMatrix sells a suite of cloud-based sales intelligence and budgeting software built around its Salesmatrix SWOT mobile/web application, Salesmatrix Desktop BI tool, and a three-dimensional budgeting engine that links sales reps, products, and customer groups. The platform integrates with major accounting/ERP systems (Xero, QuickBooks, NetSuite, Odoo, MYOB, Acumatica, Unleashed, Dear, TradeGecko, Attache) and adds Data Transformation Services for legacy ERP data migration, replication, and cloud backup. Customers are primarily sales teams, executives, and operations groups in distribution, manufacturing, and consulting businesses.
Is SalesMatrix a public or private company?
SalesMatrix is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SalesMatrix founded?
SalesMatrix was founded in 2000. It employs 1 to 10 people.
Where is SalesMatrix based?
SalesMatrix is headquartered in Charlotte, United States, in the North America region.
How does SalesMatrix make money?
Three revenue lines are on record. SaaS Subscription is the primary driver. The others are data Transformation Services and partner Program.
Who are SalesMatrix's main competitors?
Direct peers on record are Jedox, Phocas Software, Clari, Aviso, InsightSquared and Prophix. Emerging players are Grow.com and Databox. Broad incumbents are Domo and Sisense.
Does SalesMatrix have an API?
Yes. SWOT REST API providing endpoints for: creating company accounts (/api/SWOT/15/, /api/SWOT/16/), creating user accounts (/api/SWOT/17/), updating SWOT data (/api/SWOT/18/), and data loading operations including Customers (/api/SWOT/30/), Products (/api/SWOT/31/), Contacts (/api/SWOT/32/), Transactions (/api/SWOT/33/). Also supports category management (/api/SWOT/37/, /api/SWOT/38/) and transaction deletion (/api/SWOT/49/). Authentication uses token-based authorization with company tokens allocated at database creation. Supports ODBC, ADO, SQL Server, and CSV connection methods for data loading. Developer documentation is at help.salesmatrix.com/kb/a2/swot-rest-api-calls.aspx.
What industry is SalesMatrix in?
SalesMatrix's product category is Sales Intelligence Software. Its primary akta.pro industry code is HDAEAEAO, ERP Extensions & Add-ons (CPQ, Billing, Revenue Management), with a secondary code of HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects). Its NAICS code is 51321 and its SIC code is 7372.