TraceMatrx

One Dashboard. Every System. Real Answers.

TraceMatrx Insights (TMI) connects your CRM and POS data into a single, real-time view of your business — with AI-driven alerts that tell you what needs attention, not just what already happened.

The Problem

Your CRM has your leads. Your POS has your sales. Your booking system has your schedule. None of them talk to each other — so you're left manually piecing together what's actually happening in your business, usually after it's already a problem.

TMI was built to close that gap.

How TMI Works

Connect
Unify
Alert
Act

ConnectTMI integrates directly with your existing CRM and POS systems — starting with Arketa, with more integrations added as we onboard new clients and platforms.

UnifyAll your data — leads, sales, customer activity, staff performance — lives in one dashboard instead of scattered across logins.

AlertAI-driven alerts flag what actually needs your attention: a lead going cold, a sales trend shifting, a location underperforming — before it becomes a bigger issue.

ActClear, actionable insights mean less time interpreting reports and more time making decisions.

What's Inside TMI

Real-Time KPI Tracking

Sales, leads, conversions, and retention, updated live

Automated Alerts

Get notified when something needs attention, not just a weekly summary

Lead & Sales Pipeline View

See exactly where prospects are getting stuck

Staff & Location Performance

Compare performance across team members or locations at a glance

Marketing Program Analytics

Understand which campaigns are actually driving revenue

Custom Reporting

Pull the views that matter most to how you run your business

Built On Real-World Use

TMI isn't a concept — it's the same system running MonmouthFlow Yoga + Wellness today, connected directly to Arketa (our CRM/POS) for daily operational decisions. What you see in a demo is what we use ourselves.

Works With the Systems You Already Use

Built to integrate with leading CRM and POS platforms — live today with Arketa, with new integrations added as we onboard clients.

If you use a system not listed here, ask us during your demo — every engagement begins by mapping what you already run.

Your data stays yours. We follow standard best practices for handling connected business data, and access is limited to what's needed to run your integrations.

See TMI With Your Own Data

Book a walkthrough and we'll show you what TMI looks like connected to a real CRM/POS setup — no generic demo data.

Book a Consultation