Bold CRM. Human Impact.
For over 20 years, Solutions Metrix has been the partner that turns technology investments into measurable business outcomes — across North America, across 19+ industries, at every stage of the journey.
Who We Are
Founded in 2001, Solutions Metrix is a digital transformation and technology consulting partner headquartered in Montréal, with clients spanning North America. We help organizations modernize how they work, serve their customers, and grow — from strategy through long-term success.
What sets us apart is a platform-agnostic approach, a holistic strategy mindset, and an obsession with user adoption — ensuring technology is actually embraced, used, and delivers value from day one.
With over 600 projects delivered across financial services, healthcare, manufacturing, real estate, and beyond, we are built on long-term partnerships and a single promise: technology that actually works for your people.
We guide clients through complex CRM transformations, delivering measurable results and empowering organizations to reach their full potential. Determination, strength, and the drive to overcome complexity — this brand doesn't just support, it elevates.
We deeply care about our clients' success. Every engagement is built on attentive service, long-term partnership, and a people-first approach. We are with you for the journey — not just the launch. Trust, legacy, and enduring support.
Our Purpose
Our Mission
At Solutions Metrix, we are on a mission to empower and advocate for organizations through innovative CRM solutions that revolutionize customer and employee experiences. By aligning technology with strategic business goals, we champion a unique consultative approach that accelerates user adoption and delivers measurable success — driving meaningful impact and enduring value for our clients.
Our Vision
At Solutions Metrix, we don't just empower businesses; we elevate every experience. We envision a future where excellence is the standard and possibilities are limitless — where every organization, regardless of industry, can harness the full power of their technology to serve their people and grow their business.
Our dedication to our customers is relentless. We craft solutions that surpass conventional platforms and drive meaningful, measurable impact at every stage of organizational evolution.
Platforms may change, but our commitment to delivering impactful business solutions endures. We prioritize strategy over products — ensuring successful outcomes. Every. Single. Time.
We are driven by our passion for empowering clients, employees, and partners through innovative, tailored solutions. Collaboration is at the heart of everything we do.
The People Behind the Work
Solutions Metrix is fueled by an unwavering passion for innovation. Our experienced executives combine deep technology expertise with a thorough understanding of business processes — united by our core value of "client wow."
President & Founder
Sebastien founded Solutions Metrix in 2001 after graduating from École Polytechnique de Montréal and serving as CIO at eFundraising. Over two decades, he has led 600+ CRM implementations across North America, establishing SM as a leading platform-agnostic CRM partner. His vision — to become North America's #1 CRM integrator — drives every strategic decision at the company.
Executive Vice-President
Harshjot joined Solutions Metrix as a Senior CRM Consultant and has risen through every level of the organization — Director of CRM Consulting, VP of Professional Services, VP of Operations — to his current role as EVP. Holding MCSA, MCSE, MSc, and PRINCE2 credentials and a Master's from Concordia University, he is the architect of SM's delivery methodology, team structure, and operational standards.
VP of Revenue
Ken brings deep expertise in financial services and enterprise sales to his role leading Solutions Metrix's revenue growth. With a background spanning banking, CRM strategy, and go-to-market leadership, he is focused on expanding SM's presence across key North American verticals and building the partnerships that drive long-term client value.
Finance Director
Linh oversees all financial operations at Solutions Metrix, ensuring the fiscal discipline and transparency that underpin the company's growth. She manages budgeting, reporting, and financial planning across the organization, and serves as a key point of accountability for project economics and operational investments.
Sales Director
Nicolas leads Solutions Metrix's sales organization, driving new business development across industries and geographies. He brings a consultative approach to every deal — helping prospects identify the right CRM strategy before a platform is ever selected — and is responsible for building and coaching the account executive team.
HR Business Partner
Geneviève is the HR Business Partner at Solutions Metrix, supporting the people strategies that enable the company's growth. She works closely with leadership and managers to align HR practices with business objectives — covering talent development, employee engagement, organizational design, and workforce planning across the company.
19+ Sectors. One Proven Approach.
From credit unions and hospitals to cosmetics brands and non-profits — Solutions Metrix implements Creatio, Salesforce, Microsoft Dynamics 365, and Sugar AI tailored to the workflows, systems, and customers that define your business.
Member-360 views, automated onboarding, and core-banking integration built around the member.
View Solutions →Unified client data, compliant workflows, and automation across retail and commercial banking.
View Solutions →Lead-to-lease pipelines, portfolio management, and connected property systems.
View Solutions →Policyholder 360, claims and renewal automation, and broker-channel management.
View Solutions →HCP engagement, regulated workflows, and field-medical and commercial coordination.
View Solutions →Student lifecycle journeys, recruitment funnels, and connected campus systems.
View Solutions →System unification, care-workflow automation, and secure patient and stakeholder portals.
View Solutions →Dealer and distributor management, quoting, and connected ERP and production data.
View Solutions →Membership, donor, and visitor engagement with automated communications.
View Solutions →Fleet, carrier, and shipper management with route and contract automation.
View Solutions →Omnichannel customer engagement, loyalty programs, and supply-chain visibility.
View Solutions →Project pipeline, client lifecycle, and resource allocation in one connected view.
View Solutions →Brand-consistent client journeys, influencer management, and retail partner coordination.
View Solutions →Donor management, grant tracking, and volunteer engagement at scale.
View Solutions →Project bidding, subcontractor management, and site-to-office data connectivity.
View Solutions →Constituent services, case management, and inter-agency data sharing.
View Solutions →SaaS pipeline management, customer success, and product-led growth automation.
View Solutions →Distributor relationships, promotion management, and retail execution tracking.
View Solutions →Guest experience journeys, loyalty programs, and partner channel management.
View Solutions →Why Solutions Metrix
Six reasons why 500+ businesses trust Solutions Metrix with their most critical technology decisions.
We recommend the right platform for your business — Creatio, Salesforce, Dynamics, or SugarCRM — based on your needs, not our margins.
Strategy, implementation, integration, adoption, and ongoing success — no gaps, no finger-pointing, one accountable partner.
Technology only works if people use it. Our structured methodology — training, co-pilot phases, milestone tracking — ensures real ROI.
Pre-built data models, workflows, and integrations specific to your sector — accelerating time-to-value dramatically versus a blank-slate build.
Our dedicated Product Practice embeds AI agents directly into client workflows — starting with our Symitar Membership Agent for credit unions.
9.1 NPS. 20+ years of client relationships. We are built for the long game — retention and enduring success, not one-off projects.
The Bottom Line
Whether it's a first CRM strategy, a complex integration, an AI-powered workflow, or a long-term adoption program — Solutions Metrix is the partner for organizations that want technology to actually deliver.
