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Most project tools tell you what your team is doing. SUNAGO Matrix is built to tell you whether that work is actually making money — pulling CRM, projects, timesheets, resourcing and live financials into one platform aimed squarely at consulting and engineering firms.
If you run a professional-services firm, you already know the real problem isn't tracking tasks — it's knowing your true project margin before the month closes, not three weeks after. SUNAGO Matrix positions itself as a project-driven ERP that ties billable time straight to budgets, utilisation and profitability in real time. We dug into its modules, its strengths, where it's still maturing, and who should actually consider it.
SUNAGO Matrix — Verdict at a Glance
A purpose-built, refreshingly focused ERP for project-based firms. The profitability and utilisation visibility is the real draw; the trade-off is a young product with a thinner ecosystem than the giants.
What Is SUNAGO Matrix?
SUNAGO Matrix is an enterprise resource planning (ERP) platform engineered specifically for consulting and engineering firms — the kind of project-based businesses that sell expertise by the hour and live or die on utilisation and margin. Rather than bolting time tracking onto a generic task board, it unifies CRM, project and task management, timesheets, resourcing, expenses and financials into one connected system.
The core idea is integration. Every hour a consultant logs flows straight into the finance layer, updating budget burn, margin and project profitability without anyone exporting a spreadsheet. That single-source-of-truth design is the whole point — and it's what separates a true project ERP from a stack of disconnected apps.
The Modules, Module by Module
Finance Overview
The headline module. Track gross margin by project in real time, compare budget vs. actual, and forecast final cost with Estimate-at-Completion (EAC) and Forecast-at-Completion (FAC). It surfaces the KPIs services firms actually run on — utilisation, days sales outstanding (DSO) and fee factor — on a live dashboard instead of a month-end report.
Timesheets & Allocations
A fast weekly timesheet where hours log against projects and phases with clear billable / non-billable tagging. Managers get an approval queue that shows the project, remaining budget and how submitted hours fit the delivery timeline. Because it's part of the ERP, that time feeds finance automatically — no import step.
Resource & Capacity Planning
Drag-and-drop scheduling to assign people across engagements, visualise capacity and avoid over-allocation. It lets you plan future staffing against your pipeline and spot the gaps before they become a hiring scramble — directly tied to your utilisation targets.
Projects & Tasks
Plan budgets, phases, deadlines and milestones with a clear view of status and progress. Standard project-management mechanics, but with the difference that everything is wired to budget and margin rather than sitting in a silo.
CRM & Pipeline
Track leads, clients and opportunities in a deal pipeline that forecasts revenue — then feed won deals straight into resource planning so you can staff what you sell. Keeping CRM in the same system as delivery is a genuine advantage for smaller firms juggling separate tools today.
Expenses
A mobile-first expense module: snap a photo of a receipt, submit from any device, route it through approval and tie it back to the project it belongs to. Practical for consultants who live on the road.
“The pitch isn't ‘manage your projects' — it's ‘know which projects are quietly losing you money.' For a services firm, that's the more valuable question.”
Where SUNAGO Matrix Genuinely Shines
Across early user feedback, a consistent theme emerges: firms that moved over from spreadsheets or a generic project tool tend to highlight how quickly they got profitability visibility they simply didn't have before. One reviewer running a roughly twelve-person consultancy described catching underbilled projects before they turned into losses, with setup taking about a day rather than weeks of configuration.
That matches the product's design. Because consulting workflows — budget tracking, utilisation, time logging, resource planning — ship baked in, you sidestep the long configuration projects that generic platforms often demand to behave like a PSA tool. The utilisation dashboard, in particular, gets singled out as the feature that changes how a firm makes decisions.
How It Compares
| SUNAGO Matrix | monday.com | Scoro | Clockify | |
|---|---|---|---|---|
| Built for services firms | Purpose-built | Generic, configurable | Yes | Time-only |
| Real-time margin / profitability | Core feature | Add-ons needed | Strong | No |
| Utilisation tracking | Built in | Limited | Yes | Basic |
| Setup effort | Low (workflows pre-built) | High to mimic PSA | Moderate | Very low |
| Ecosystem & integrations | Growing | Vast | Broad | Broad |
Comparison reflects each tool's general positioning; the right pick depends on your firm's size and how much you value purpose-built profitability tracking over a large app marketplace.
Pros & Cons
What we liked
- Real-time project margin and profitability — the standout strength
- Utilisation, DSO and fee-factor KPIs built in, not bolted on
- Fast setup; consulting workflows ship pre-configured
- Time, resourcing and finance share one source of truth
- Mobile expense capture and timesheets for road warriors
Worth weighing
- Accounting-software integration can feel rough at the edges
- Younger product with a smaller third-party review base
- Integration ecosystem is still growing vs. the giants
- No free-forever tier — trial only
- Niche by design; overkill for non-project businesses
Who Should Buy It
Small-to-mid consulting & engineering firms
If you bill by the hour and you're flying blind on which projects make money, this is squarely built for you.
Firms outgrowing spreadsheets or a generic PM tool
Teams stitching together a board tool, a timesheet app and a finance spreadsheet will feel the relief of one connected system.
Probably not for you if…
You run a product or non-project business, need a massive integration marketplace on day one, or just want simple time tracking — a lighter tool will fit better.
Pricing & Free Trial
SUNAGO Matrix does not publish a free-forever plan, but it does offer a free trial so you can load a couple of real projects and see your own utilisation and margin numbers before committing. Pricing is structured per user and typically quoted based on firm size and the modules you need, so the most reliable way to get an exact figure is to start the trial and request a tailored quote. Support is generous for a product this young — email/help desk, knowledge base, phone, live chat and 24/7 cover are all listed.
The Verdict
SUNAGO Matrix knows exactly who it's for and refuses to be everything to everyone — and that focus is its biggest asset. For consulting and engineering firms, the real-time margin and utilisation visibility is the kind of thing that pays for the software by catching one underbilled project. It's a younger platform with a smaller ecosystem and some integration rough edges, so go in knowing you're betting on a focused, fast-moving tool rather than a sprawling incumbent.
Bottom line: If you sell expertise by the hour and you're tired of finding out your margins after the fact, it's well worth a trial.
Frequently Asked Questions
What kind of business is SUNAGO Matrix for?
It's built for project-based professional-services businesses — primarily consulting and engineering firms — that need to manage projects, time, resourcing and finances in one place.
Is there a free version?
There's no free-forever tier, but SUNAGO Matrix offers a free trial so you can evaluate it with your own data before paying.
Does it have a mobile app?
Yes — it supports iPhone, iPad and Android, with mobile-friendly timesheets and photo-receipt expense capture for staff working off-site.
How is it different from monday.com or Asana?
Those are flexible, general project tools you configure to fit. SUNAGO Matrix ships with consulting workflows — budgets, utilisation, profitability — already built in, so you get PSA-style financial control without weeks of setup.
What does it integrate with?
It connects through Zapier and tools like Plumsail for document and form automation, among others. The integration library is growing, though it's smaller than the largest incumbents — and accounting integration is one area users say could be smoother.
How long does it take to get up and running?
Because the consulting workflows are pre-built, early users report setup measured in days rather than weeks — some had it running in about a day without external consultants.
Ready to see your real project margins?
Start a free trial, load a couple of live projects, and let the numbers make the case.
Get Started With SUNAGO Matrix →Pricing, features and availability may change — confirm current details on the official SUNAGO Matrix site before purchasing.