# Matrix Ai Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Matrix Ai Software - reviews, pricing plans, popular comparisons to other AI Sales Assistant products and more. Source: https://www.capterra.com/p/10017211/Matrix-Ai --- # Matrix Ai Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Matrix Ai ## What is Matrix Ai? AI sales assistant tool that helps HVAC contractors track key performance indicators, generate proposals, and manage sales activities. ## What is Matrix Ai used for? [AI Sales Assistant](https://www.capterra.com/ai-sales-assistant-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Matrix Ai?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://wininhvac.com/&name=Matrix Ai) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Matrix Ai 0.0 VS. [4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (18,125) Value For Money 0.0 (0) Value For Money 4.0 (12,812) Customer Service 0.0 (0) Customer Service 4.1 (14,043) ## Matrix Ai alternatives [4.3 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [5.0 (808)](https://www.capterra.com/p/276054/Fathom/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.3 (6)](https://www.capterra.com/p/10022285/ZoomInfo-Copilot/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Vambe](https://www.capterra.com/p/10035520/Vambe/) [4.9 (21)](https://www.capterra.com/p/10035520/Vambe/#reviews) Starting price $413.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10035520/Vambe/) ## FAQs about Matrix Ai Features and Usability ### What are the key features of Matrix Ai? Matrix Ai offers AI Writing Assistant, generative AI, and machine learning for content and workflow support, plus sales tools such as lead management, sales pipeline management, revenue tracking, and sales activity management. It also includes chat/messaging, chatbot, SMS messaging, call tracking, call management, dashboard, document management, scheduling, and workflow automation. Integrations ### Which third-party tools and platforms does Matrix Ai integrate with? Matrix Ai connects natively to ServiceTitan. Getting Started and Support ### What training and onboarding options does Matrix Ai offer? Matrix Ai provides documentation for training and onboarding. Documentation gives teams written reference material for reviewing setup steps, feature details, and common product guidance as needed. No other training formats are listed in the catalog data. Getting Started and Support ### What customer support options does Matrix Ai offer? Matrix Ai offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. User feedback on support quality is not available, so no clear pattern emerges on response times, helpfulness, or common frustrations. These channels give customers multiple ways to seek help and find product information. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. AI/Machine Learning Software program that continuously adjusts its behavior based on observed data AI Writing Assistant Generates and edits text using machine learning Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Chatbot AI-based platform which conducts a conversation via auditory or textual methods Chat/Messaging Communicate using direct chat or messages within the system Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Matrix Ai 21 features Generates and edits text using machine learning Software program that continuously adjusts its behavior based on observed data Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Communicate using direct chat or messages within the system AI-based platform which conducts a conversation via auditory or textual methods A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Assembly of graphs and charts for visualizing and tracking statistics/metrics Store, manage, and track all electronic documents in a centralized location Caters to sales teams Use AI to generate content in the form of text, images, videos, etc. Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Store information about leads or contacts and track, manage and nurture them throughout the sales process Adjust communications based on previous interactions or personal preferences Define, track, and/or automate sales activities and sales processes Automate processes to manage leads, contacts, opportunities and sales activities Pipeline view and tracking lead status Plan availability and assign specific time slots for tasks and resources Send messages via SMS Create, manage and track all task activities and progression Streamlining repetitive tasks and activities through automated and predefined workflows ## Pricing ## Integrations [ ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.