01
Credit Unions
Member-360 views, automated onboarding, and core-banking integration built around the member.
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Industries We Serve
CRM Solutions Built for Your Industry
Solutions Metrix implements Creatio, Salesforce, Microsoft Dynamics 365, and Sugar AI for organizations across every sector — tailored to the workflows, systems, and customers that define your business.
29 industries · one proven approach02
Banking & Financial Services
Unified client data, compliant workflows, and automation across retail and commercial banking.
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Real Estate
Lead-to-lease pipelines, portfolio management, and connected property systems.
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Insurance
Policyholder 360, claims and renewal automation, and broker-channel management.
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Pharmaceutical & Biotechnology
HCP engagement, regulated workflows, and field-medical and commercial coordination.
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Higher Education
Student lifecycle journeys, recruitment funnels, and connected campus systems.
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Healthcare
System unification, care-workflow automation, and secure patient and stakeholder portals.
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Manufacturing
Dealer and distributor management, quoting, and connected ERP and production data.
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Museums & Cultural Venues
Membership, donor, and visitor engagement with automated communications.
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Transportation & Logistics
Customer and carrier management, quoting, and connected operational systems.
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Retail
Unified customer profiles, loyalty automation, and connected commerce channels.
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Professional Services
Client engagement, project pipelines, and billing-system integration.
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Cosmetics & Beauty
DTC and retail customer journeys, loyalty programs, and campaign automation.
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Non-Profit Organizations
Donor and member management, fundraising automation, and program tracking.
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Construction
Bid-to-project pipelines, subcontractor management, and connected field systems.
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E-Commerce
Customer 360, lifecycle automation, and connected storefront and fulfillment data.
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Automotive
Dealership sales and service workflows, lead management, and DMS integration.
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Hospitality
Guest profiles, booking journeys, and loyalty and service automation.
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Travel & Tourism
Traveler engagement, booking pipelines, and connected reservation systems.
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Food & Beverage
Customer and distributor management, order automation, and connected operations.
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Technology & SaaS
Lead-to-renewal pipelines, product-usage signals, and lifecycle automation.
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Legal Services
Client intake, matter pipelines, and document and billing integration.
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Accounting & Tax Services
Client management, engagement workflows, and practice-system integration.
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Telecommunications
Subscriber 360, service workflows, and connected billing and network systems.
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Marketing & Advertising
Client and campaign management, pipelines, and connected delivery tools.
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Media & Entertainment
Audience and advertiser management, subscriptions, and engagement automation.
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Recruitment & Staffing
Client and candidate relationships, placement pipelines, and automation.
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Wholesale & Distribution
Customer and supplier operations, order workflows, and connected ERP data.
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Utilities & Energy
Customer and commercial operations, service workflows, and connected systems.
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Our platform-agnostic approach adapts to any sector. Let's talk about how a tailored CRM can transform your operations.
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