Digital Transformation · Marketing & Advertising · Agencies, Studios & MarTech
Solutions Metrix helps marketing agencies, advertising firms, media companies, creative studios, and MarTech organizations modernize how they work — from strategy through long-term success. We start with your new business and client retention goals, not a platform pitch, and stay with you until technology actually delivers value for your account management, creative, and growth teams.
Platform-agnostic. No vendor commitment. Scoped to your workflows.
Solutions Metrix doesn't just implement software. We partner with marketing and advertising organizations across the full transformation journey — from the first roadmap through adoption, optimization, and beyond.
Before any platform decision, we map your new business development, pitch management, client onboarding, retainer management, and project delivery workflows. Our CRM Inception service delivers a tailored roadmap with ROI and TCO analysis — so your investment aligns with how your agency actually wins and retains clients and grows accounts.
Every implementation is tailored to your agency model, client relationship structure, and revenue mix — never the other way around. We configure CRM across Creatio, Salesforce, Dynamics, and Sugar AI built around how your account directors, new business team, and project managers actually work.
We connect the dots across fragmented technology stacks — project management and traffic systems, billing and invoicing platforms, media buying tools, analytics dashboards, marketing automation, SharePoint, Outlook, Teams, and Boomi iPaaS — so your CRM becomes the client and commercial intelligence hub your agency actually relies on.
We embed AI agents directly into new business and account management workflows — intelligent prospect scoring, automated client health monitoring, upsell and scope expansion opportunity identification, and natural language access to your CRM and project data. AI that works within your client confidentiality obligations and agency competitive environment.
Adoption is a success metric in every engagement. Role-based training, co-pilot phases, structured feedback cycles, and explicit adoption milestones ensure your account directors, new business managers, and project teams use what we build — from day one.
Post go-live, we remain a continuous partner. Recurring support agreements, sprint-based optimization, and customer success planning ensure your platform evolves alongside your service offering, client mix, and agency growth strategy.
Across every agency model and discipline, marketing and advertising organizations share the same core pain — client relationship knowledge held by individual account leads, no structured new business pipeline, and revenue at risk from retainer erosion and scope creep that goes undetected until it becomes a financial problem.
Client relationships, brief history, stakeholder networks, creative preferences, and budget context live in individual account director inboxes and memory — not in a shared system. When account leads move on, the agency loses not just a person but the entire relationship context they carried. Client transitions become crises, and institutional knowledge that took years to build disappears overnight.
Pitches, proposals, RFP responses, and new business conversations are tracked informally — in personal spreadsheets, email threads, and new business manager memory. There is no consistent stage progression, no shared pipeline visibility across leadership, and no reliable measure of conversion rate, average pitch value, or which prospect sources drive the most wins. New business investment is effectively unmeasurable.
Retainer-based clients gradually consume more resource than the retainer covers — through informal scope additions, extra rounds, and expanded deliverables that accumulate outside of any change order process. By the time finance identifies the margin erosion in a billing review, months of unprofitable work have already been delivered. No one flagged the signal in the account management workflow because no one was watching it.
Retainer renewals and scope expansions are managed reactively — addressed when the contract end date approaches or when a client raises the conversation. Without proactive renewal pipeline management, agencies enter renegotiations without performance data, without a prepared expansion case, and without the relationship context needed to defend margin or grow the account.
Project status, delivery milestones, resource utilization, and billing data live in traffic management and project tools that never connect to the CRM. Account directors manage client relationships without current delivery context; project managers manage delivery without current client relationship context. At-risk accounts and expansion opportunities are invisible to the people responsible for acting on them.
Agency principals and commercial leaders cannot see new business pipeline, retainer renewal risk, or client revenue trends in real time. Revenue forecasts are assembled manually from account director updates and finance extracts — subjective, inconsistent, and outdated before they reach the people who need to act on them.
We start with a CRM Inception assessment — mapping your new business and client workflows and recommending the right path forward before any platform commitment.
Book a Free Inception CallThe platform changes based on your needs. The outcomes don't. Every engagement is designed around your agency model, client relationship structure, and new business strategy — not the other way around.
Unified client profiles linking brief history, campaign performance, retainer terms, resource utilization, billing revenue, key stakeholder contacts, and relationship health signals — shared across account management, new business, and delivery teams. Every account director and principal enters every client conversation with complete institutional context, not just their own memory.
Pitches, proposals, RFP responses, and prospect conversations tracked through consistent stage definitions — with prospect category, estimated value, pitch team, competitive context, and win/loss reasoning captured for every opportunity. Pipeline visible across the agency; conversion rates and source performance measurable for the first time.
AI agents analyse billing trends, resource utilization, delivery milestone patterns, and client communication frequency to score client relationship health, surface retainer erosion alerts, and identify scope expansion opportunities — so account directors and agency principals act on the right signals before a client relationship deteriorates or a growth opportunity passes.
Automated renewal alerts 60–90 days before retainer expiry with full performance and billing history attached — alongside scope expansion opportunity records triggered by resource utilization thresholds and client satisfaction signals. Agency principals enter every renewal conversation prepared to defend margin and grow the account, not just extend the status quo.
Project status, resource utilization, delivery milestones, and billing data from traffic management and project tools linked to the CRM client record in real time — so account directors see delivery health and project managers see client relationship context. Scope creep, delivery risk, and expansion signals surface to the right people automatically.
Real-time new business pipeline by category and pitch stage, retainer renewal risk, client revenue by account director and service line, resource utilization by client, campaign performance trends, and margin by account — accessible to agency principals and commercial leadership on demand with no manual assembly from billing and project extracts.
Prospect profiles with industry sector, decision-maker contact networks, competitor agency relationships, brief history, and previous pitch context maintained within CRM — enabling new business teams to approach every prospect conversation with institutional intelligence rather than starting research from scratch for every pitch.
Bidirectional sync between CRM and your project management system, traffic tool, and billing platform — project status, resource utilization, delivery milestones, and billing data always current in the CRM client record. API and SFTP integration models supported across all major agency technology platforms.
Solutions Metrix doesn't sell platforms — we implement whichever one fits your agency best. Our CRM Inception process identifies the right technology before any commitment is made.
No-code workflow engine with fast, flexible configuration and a low total cost of ownership. Ideal for independent agencies, creative studios, and mid-size marketing organizations needing rapid iteration on new business pipeline, client management, and retainer workflows without heavy IT dependency.
Deepest enterprise ecosystem for complex, multi-discipline, multi-market agency networks. Ideal for large holding company agencies, global media groups, and MarTech organizations with sophisticated new business operations, multi-entity client management, and enterprise analytics requirements.
Native Teams, Outlook, SharePoint, and Power BI integration. The natural fit for agencies already operating in the Microsoft 365 ecosystem with existing Power Platform investments across account management, finance, and operations teams.
Flexible, cost-effective, strong automation. The right choice for boutique agencies, specialist creative studios, and independent media companies that need a powerful new business and client management platform without enterprise licensing costs.
Most technology partners disappear after deployment. Solutions Metrix is built for long-term partnerships — with structured phases from first discovery through ongoing optimization, and adoption as a measured outcome at every step.
Discovery workshops, ROI & TCO analysis, RASCI and RAID setup, and a tailored roadmap — all before any platform decision, with project management, billing, and traffic system integration requirements and agency commercial model mapped from the start.
Collaborative process mapping with your account directors, new business team, project management, finance, and IT teams. Implementation shaped by how your agency actually develops new business, manages client relationships, and aligns delivery with commercial strategy — not a generic B2B services template.
Iterative build cycles with bi-weekly demo gates and transparent sprint reporting. Typically 20+ sprints for a full production rollout including project management, billing, and traffic system integrations.
Structured user acceptance testing, dedicated hypercare support, and phased soft and full go-live milestones — timed around your agency's new business calendar and major retainer renewal cycle to minimize disruption to active client and pitch operations.
Role-based training for account directors, new business managers, project managers, and admins. Co-pilot phases and feedback cycles. We measure success by adoption rates and new business conversion, retainer renewal, and account growth outcomes, not deployment date.
A significant part of Solutions Metrix's value is connecting the dots across fragmented agency technology stacks — so your CRM becomes the client and commercial intelligence hub your account management, new business, and delivery teams actually rely on.
Bidirectional sync — project status, resource utilization, delivery milestones, and scope data linked to CRM client records in real time. Scope creep alerts and retainer health signals surface automatically.
Fee revenue by client and service line, retainer utilization, outstanding invoices, and billing history linked to CRM client profiles — giving account directors and principals complete financial context for every client relationship conversation.
Campaign performance data, media spend, and results reporting linked to CRM client and campaign records — enriching client profiles with outcome data for renewal conversations, case study development, and cross-sell discussions.
All client, prospect, and partner communications logged in CRM without leaving Microsoft tools — full interaction history automatically captured for account directors and new business teams.
Integration platform layer connecting project management, billing, analytics, media buying tools, and any agency technology platform to your CRM ecosystem.
Enterprise single sign-on with role-based access controls for account directors, new business managers, project managers, finance staff, and admins — with client data visibility rules aligned to agency confidentiality requirements.
Data migration and transformation for consolidating legacy CRM, contact databases, and historical client relationship and campaign data into your new platform.
Real-time dashboards with new business pipeline, retainer renewal risk, client revenue trends, resource utilization by client, campaign performance, and margin by account.
Solutions Metrix gave our agency leadership a view of the business we had never had before. New business pipeline is now visible across the whole leadership team, our account directors flag retainer erosion before it becomes a finance problem, and we entered our last three major renewals with full performance data and a prepared expansion case — and won all three.
Plain-language definitions of the technologies and processes Solutions Metrix implements for marketing agencies, advertising firms, media companies, creative studios, and MarTech organizations.
CRM Inception is available to marketing and advertising organizations regardless of whether they ultimately implement with Solutions Metrix.
For marketing and advertising agencies, institutional client intelligence directly enables the management of account lead transitions — converting an inherently personal service relationship into an organizational capability that survives personnel movement.
Solutions Metrix integrates retainer erosion monitoring with project management and billing systems — so scope health signals are surfaced in the account director's daily CRM workflow, not buried in a monthly finance report.
Platform-agnostic partners prioritize client outcomes over vendor incentives.
In marketing and advertising, account director adoption is the defining success metric — a CRM that client-facing teams don't use delivers no client intelligence, retention, or new business pipeline value regardless of how well it is configured.
Solutions Metrix configures new business pipeline stages to match each agency's specific pitch process, client category structure, and revenue model.
Concise, factual answers to the questions marketing and advertising organizations most frequently ask Solutions Metrix.
Solutions Metrix is differentiated by three things: a platform-agnostic approach — recommending and implementing the right platform for each agency, not the one they resell; a holistic strategy mindset — starting with new business model, client relationship structure, and project management integration requirements before any technology decision; and an obsession with user adoption — treating account director and new business manager adoption as measured success metrics in every engagement. With 600+ projects and a 9.1 NPS score over 20+ years, the firm is built for long-term partnerships, not one-off deployments.
The best CRM for a marketing or advertising organization depends on its size, agency model, service mix, project management environment, and existing technology stack. Creatio delivers the fastest time-to-value with a low TCO — making it a strong choice for independent and mid-size agencies. Salesforce suits large holding company agencies and global media groups with sophisticated new business operations. Microsoft Dynamics 365 is the natural fit for Microsoft-first agencies. Sugar AI offers the best value for boutique agencies and specialist creative studios. Solutions Metrix recommends the right platform through a structured CRM Inception process at no cost.
Solutions Metrix builds bidirectional integrations between CRM and project management platforms, traffic tools, and billing systems via REST API or SFTP, synchronizing project status, resource utilization, delivery milestones, and billing data into the CRM client record in real time. Project management and billing integration is scoped and architected during the CRM Inception phase — not added after go-live — so retainer erosion alerts, scope health signals, and delivery risk indicators are surfaced automatically in the account director's daily CRM workflow.
Solutions Metrix configures retainer erosion monitoring as a native CRM workflow integrated with project management and billing data. Resource utilization is tracked against retainer scope in real time, alerting account directors and agency principals when billable hours or deliverables are trending above the retainer value before the billing period closes — converting a reactive finance reconciliation into a proactive commercial workflow. Scope expansion opportunity records are automatically created when utilization thresholds are reached, enabling structured expansion conversations before scope creep becomes a margin problem.
Yes. Solutions Metrix serves marketing agencies, advertising firms, media companies, creative studios, and MarTech organizations across the United States and Canada — including New York, Los Angeles, Chicago, Toronto, San Francisco, Dallas, and nationally across Canada. The firm is headquartered in Montreal, was founded in 2001, has delivered 600+ projects across North America, and holds a 9.1 NPS score. Engagements are delivered remotely and on-site depending on project phase.
