Solutions Metrix
- Company typePrivate
- Founded2001
- HeadquartersMontréal, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
Solutions Metrix firmographics
Firmographics- Name
- Solutions Metrix
- Legal name
- Solutions Metrix
- Website
- https://solutionsmetrix.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Solutions Metrix industry classification
Industry- Product category
- CRM Consulting and Implementation Services
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- CRM Implementation & Systems Integration (BPAFAFAB)
- akta.pro secondary industries
- CRM Managed Services & Support (BPAEAGAD), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)
Keywords
Where Solutions Metrix is headquartered
LocationHeadquarters
- HQ city
- Montréal
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Solutions Metrix business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- CRM Consulting Services: Advisory and strategic consulting services to help businesses define CRM strategies, select appropriate platforms, and plan roadmaps. These are typically project-based or retainer engagements.
- CRM Implementation Services: End-to-end CRM implementation including platform configuration, systems integration, data migration, user adoption, and training. Revenue generated through project fees and professional services engagements.
- CRM Optimization & Continuous Support: Ongoing post-implementation support, system fine-tuning, customization, and continuous improvement services. Revenue from support contracts and optimization engagements.
- Licensed Software Products: The Credit Union Package for Creatio (CUPK 2.0) is available as a licensed product at $19 per user/month, representing a software/product revenue stream.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Credit Union Package for Creatio (CUPK 2.0) at $19/user/month |
| Other | Multi-year contract | Custom CRM consulting and implementation services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Solutions Metrix product offering
Product offeringCore offering
Solutions Metrix provides CRM consulting, implementation, optimization, and post-implementation support services across Creatio, Salesforce, Microsoft Dynamics 365, and SugarCRM platforms. The firm is platform-agnostic but specializes in financial services, particularly credit unions, with proprietary IP including the Credit Union Package for Creatio (CUPK 2.0), Symitar/Silverlake core-banking connectors, and the Symitar AI Agent distributed through the Creatio Marketplace.
Product overview
Solutions Metrix is a platform-agnostic CRM consulting firm that specializes in implementation and optimization services across four major CRM platforms: Creatio, Salesforce, Microsoft Dynamics 365, and SugarAI. Established in 2001, the company delivers services across the entire CRM lifecycle including consulting, implementation, optimization, and support. Solutions Metrix has developed proprietary intellectual property for the credit union and financial services market, including the Credit Union Package for Creatio (CUPK) with 150+ pre-built workflows, the Symitar and Silverlake Connectors for Jack Henry core banking integration, the Symitar AI Agent for agentic AI functionality, and a Boomi-Creatio Integration Framework. The company is a certified Level 5 Creatio partner with deep specialization in financial services, serving credit unions, banks, and FIs across North America.
Differentiator
Problem solved
Functional benefit
Products and services
- CRM Consulting Strategic CRM advisory service including business and CRM consulting, platform selection, and roadmap and strategy development, tailored to organizational goals with mid-long term ROI and TCO analysis. Sold to organizations planning CRM transformations.
- CRM Implementation End-to-end CRM implementation service covering roadmap release plan execution, user adoption and training, and systems integration, delivered on time and on budget across Creatio, Salesforce, Microsoft Dynamics 365, and SugarCRM.
- CRM Optimization Post-implementation optimization service for fine-tuning CRM systems with expert enhancements and user-focused improvements to maximize ROI.
- CRM Support Post-implementation support service providing personalized assistance and ongoing optimization to ensure continuous CRM performance.
- Credit Union Package for Creatio (CUPK 2.0) Production-ready platform extension published on the Creatio Marketplace, built specifically for credit unions with 150+ pre-built workflows covering the most common credit union service processes, purpose-built data models, and a structured multi-tier authentication framework. Includes Member 360, Referral Management, Member Onboarding, Service Workflows, Marketing Automation, Household Management, and Analytics Dashboards. Priced at $19 per user per month.
- Symitar AI Agent Agentic AI add-on published on the Creatio Marketplace that synthesizes member data from Jack Henry Symitar into a contextual summary inside Creatio, highlighting account status, loan portfolio, recent transactions, cross-sell opportunities, and recommended next actions. Sold to credit unions and community banks running Symitar core banking.
Quantifiable outcome
- A mid-sized credit union closed more tracked referrals in the first quarter post-launch than in the prior six months combined after implementing a structured referral management system — not because volume changed, but because none were falling through the cracks.
- +2 more outcomes
Companies that use Solutions Metrix
Customer profileNamed customers10 records
Segments11 records
Ideal customer profiles3 records
Solutions Metrix technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability6 records
Feature7 records
Solutions Metrix partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered flagship, core and minor.
- CreatioflagshipSolutions Metrix is a certified Level 5 Creatio partner — the highest partnership level — with deep specialization in financial services implementations. The partnership involves co-development of proprietary connectors (Symitar Connector, Silverlake Connector) and AI agents (Symitar AI Agent) published on the Creatio Marketplace. Solutions Metrix has contributed significant product IP to the Creatio ecosystem for credit unions and financial institutions, including the Credit Union Package for Creatio (CUPK 2.0).
- SalesforcecoreSolutions Metrix operates as a trusted Salesforce partner offering CRM consulting, implementation, and support services across Salesforce's CRM platform. Services include CRM strategy, platform selection, implementation, and ongoing optimization.
- Microsoft Dynamics 365coreSolutions Metrix is a certified Microsoft Dynamics 365 partner providing implementation and consulting services for organizations using Microsoft's CRM platform. Services include CRM migration to Dynamics 365, Power Platform integration, and Copilot implementation.
- SugarCRMcoreSolutions Metrix is a certified SugarCRM partner offering implementation and support services. The company maintains a customer portal on SugarCRM's SugarOnDemand platform.
- Jack Henry (Symitar and Silverlake)flagshipSolutions Metrix has developed and published connectors for Jack Henry's Symitar and Silverlake core banking systems on the Creatio Marketplace. These connectors enable real-time and batch synchronization of member profiles, accounts, loans, shares, and cards from Symitar/Silverlake into Creatio CRM, addressing the specific integration needs of credit unions and community banks running Jack Henry core systems.
- SnowflakecoreSolutions Metrix has designed a Snowflake ↔ Creatio integration architecture that positions Snowflake as the System of Insight and Creatio as the System of Action for financial institutions. The architecture delivers curated datasets including predictive segments, next-best-offer models, and risk indicators from Snowflake into Creatio CRM on a daily schedule.
- Boomi (Dell Technologies)coreSolutions Metrix has built a Boomi–Creatio Integration Framework for enterprise middleware architecture enabling complex, multi-system orchestration for financial institutions with sophisticated core banking and CRM ecosystems.
- Meridian LinkcoreSolutions Metrix has implemented Creatio integrations with Meridian Link loan origination systems, offering three integration options (Data Connect, APIs, CLF Export) based on update frequency and cost requirements.
- Colgate-PalmoliveminorSolutions Metrix has partnered with Fortune 500 companies including Colgate, providing CRM implementation and consulting services.
- Canada Digital Adoption Program (CDAP)minorSolutions Metrix is a CDAP Advisor, helping Canada's SMEs accelerate digital transformation under the 'Boost Your Business Technology' program.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Solutions Metrix competitors and assessment
Company assessmentDirect peers
- DemandBlue: Salesforce and CRM consulting firm offering implementation, integration, and managed services. Direct functional analog to Solutions Metrix's consulting-implementation-optimization-support stack, with comparable financial-services presence.
- Girikon: Salesforce, Microsoft Dynamics, and CRM implementation consultancy serving multiple verticals including financial services. Closely comparable in size and platform-agnostic service offering, with similar implementation, integration, and ongoing support model.
- Aptitive: Data, analytics, and CRM consulting firm with implementation services across platforms including Microsoft Dynamics and Salesforce. Similar mid-sized consulting model serving enterprise and financial-services clients.
- Cynoteck Technology Solutions: Salesforce, Microsoft Dynamics, and CRM implementation consultancy similar in size and multi-platform posture to Solutions Metrix, serving enterprise clients with comparable implementation and managed-services offerings.
- MK Partners: CRM and ERP consulting firm focused on financial services with implementation, integration, and managed services across Microsoft Dynamics and other platforms. Closely comparable target vertical (credit unions, community banks) and service scope.
- Absyz: Salesforce, Microsoft, and CRM implementation partner serving similar mid-to-large enterprise and financial-services use cases. Closely aligned business model of platform-agnostic CRM consulting, customization, and managed services.
Broad incumbents
- Persistent Systems: Large IT services firm with a substantial Salesforce and CRM implementation practice serving financial-services and enterprise clients globally. Comparable platforms and vertical mix but orders of magnitude larger than Solutions Metrix.
- Simplus (now Infosys Simplus): Was Salesforce's largest global SI before acquisition by Infosys; multi-platform CRM implementation and managed services firm with comparable enterprise-focused delivery model across North America. Much larger scale than Solutions Metrix, similar multi-platform CRM services orientation.
- Wipro: Global IT services major with significant CRM, Salesforce, Microsoft, and financial-services practices. Overlaps directly with Solutions Metrix's CRM-implementation and banking-vertical focus but operates at far greater scale.
- Slalom: Large North American consultancy with deep Salesforce, Microsoft, and CRM transformation practices. Comparable target verticals (financial services, healthcare, manufacturing) and similar enterprise field-sales GTM, but operates at materially greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Solutions Metrix social profiles
Digital presenceSolutions Metrix financial estimates
Financial estimateRevenue estimate
Valuation estimate
Solutions Metrix leadership team
Management profileNumber of profiles
Profiles1 record
Solutions Metrix funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Solutions Metrix 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 Solutions Metrix
What does Solutions Metrix do?
Solutions Metrix provides CRM consulting, implementation, optimization, and post-implementation support services across Creatio, Salesforce, Microsoft Dynamics 365, and SugarCRM platforms. The firm is platform-agnostic but specializes in financial services, particularly credit unions, with proprietary IP including the Credit Union Package for Creatio (CUPK 2.0), Symitar/Silverlake core-banking connectors, and the Symitar AI Agent distributed through the Creatio Marketplace.
Is Solutions Metrix a public or private company?
Solutions Metrix is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Solutions Metrix founded?
Solutions Metrix was founded in 2001. It employs 11 to 50 people.
Where is Solutions Metrix based?
Solutions Metrix is headquartered in Montréal, Canada, in the North America region.
How does Solutions Metrix make money?
Four revenue lines are on record. CRM Consulting Services are the primary driver. The others are CRM Implementation Services, CRM Optimization & Continuous Support and licensed Software Products.
Who are Solutions Metrix's main competitors?
Direct peers on record are DemandBlue, Girikon, Aptitive, Cynoteck Technology Solutions, MK Partners and Absyz. Broad incumbents are Persistent Systems, Simplus (now Infosys Simplus), Wipro and Slalom.
Does Solutions Metrix have an API?
No public API is recorded for Solutions Metrix.
What industry is Solutions Metrix in?
Solutions Metrix's product category is CRM Consulting and Implementation Services. Its primary akta.pro industry code is BPAFAFAB, CRM Implementation & Systems Integration, with a secondary code of BPAEAGAD, CRM Managed Services & Support. Its NAICS code is 541511 and its SIC code is 7370.