Metric CRM Startup
Advisor CRM Software
Branding
Web Design
Marketing
Kelowna, BC
2023
Metric is a CRM and benchmarking platform built for Canadian benefits advisors. We created a full brand identity, designed the product marketing site, and crafted key messaging for investor pitch decks, marketing & sales collateral. Services included naming, logo design, visual branding, web design, and digital marketing strategy.
Summary
Starting in 2023 and still partnered with Metric today, we are currently leading the full creative development for Metric, a CRM and benchmarking platform built for Canadian benefits advisors. This included brand strategy, logo and identity design, UX design, website creation, and marketing collateral for sales and investor presentations. The project established a clear market presence, positioned the product for advisor adoption, and provided the foundation for a successful launch.
Challenge
Metric was starting from scratch — no branding, no online presence, and no marketing framework. As a new CRM platform for benefits advisors, it needed to establish credibility, differentiate itself in a specialized market, and convert early users quickly. The challenge was to create a strong, trustworthy brand and a clean, focused website that communicated key features clearly and could support both client acquisition and investor engagement.
Solutions
From brand identity to investor decks and web design, and digital marketing we crafted a cohesive story that positioned Metric as the go-to CRM for Canadian advisors. By spotlighting feature advantages and pain point solutions, our marketing helped drive multiple conversions — turning early interest into paying clients and laying the foundation for scalable growth.
Our Work:
www.metricsolutions.ca
