Get AI-Fueled Revenue Right.

Turn your Microsoft CRM and Copilot Investments into a revenue engine- in just 30 days.

No big consulting project. Just real outcomes, fast.
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What's Hidden in Your CRM?

AI, RevTech, and CRM Aligned for Growth

We help you unlock revenue faster by aligning the tools you already own, like CRM, Copilot, and Power Platform, with how your teams actually work.  Instead of more complextity, we deliver orchestration:real-world use cases, smarter workflows, and measurable results in 90 days of less. 

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Your Role. Your Revenue Roadmap

 

Mary, The Strategic Sales & Revenue Leader

Why: Mary needs to drive growth, optimize revenue streams, and enhance strategic decision-making with real-time insights.

How: Our solutions offer predictive analytics, automate routine sales tasks, and enhance customer interactions, helping Mary boost sales efficiency and improve revenue predictability.

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Sean, The Visionary IT and Data Leader

Why: Sean focuses on ensuring system reliability with seamless AI integration and supporting the organization’s scalability and innovation.

How: We provide robust data security, simplify maintenance, and offer scalable solutions that bridge technology with business outcomes, enabling Sean to support advanced capabilities and maintain system performance.

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Joon, The Efficient End User

Why: Joon wants to streamline daily tasks, close deals faster, and enhance productivity with tools that make work easier and more effective.

How: Our technology delivers AI-driven recommendations, automates daily tasks, and improves efficiency by offering a 360-degree view of customer interactions, helping Jun focus on high-impact activities and achieve success.

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  RevTech Maturity Model: From Reactive to AI-Powered Growth

Where are you on the path to aligned revenue systems?

 

Take the RevTech Maturity Assessment

Reactive RevTech

(Tactical)

Tools are disconnected. CRM is a contact database. Reporting is manual and inconsistent. AI isn’t in play.

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Proactive RevTech

(Operational)

 

Systems are adopted, and processes are forming. CRM and other tools have basic integration, but teams still operate in silos.

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Predictive RevTech

(Strategic)

 

CRM and analytics are working together. AI is surfacing insights—but orchestration is limited, and adoption varies by team.

 

 

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AI-Powered RevTech

(Transformational)

 

 CRM, Copilot, and low-code tools are aligned across roles. Data flows, AI acts, and revenue outcomes are visible and accelerating.

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Ready to Accelerate Revenue?

Unlock insights. Prioritize what will fuel Revenue. Discover your starting point.

Featured Tool

AI Maturity Assessment

Discover AI applications that enhance business outcomes, customized for your needs.

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Other top tools

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  • Get AI Right Assessment

More tools, more clarity.

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Insights That Turn Your Tech Stack Into a Revenue Engine

We help you align CRM, AI, and RevTech tools- like Microsoft Dynamics 365, Copilot, Power Platform, and more-with your teams actually work. Whether you’re in sales, marketing, RevOps, or IT, we meet you where you are and guide your next step toward orchestrated, AI-powered growth.

  • Choose your priority

First, Get CRM Right: The Core of AI-Fueled Revenue

Get CRM right in 30 days-and avoid failed implementations and disappointing AI results.

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I wholeheartedly consider them part of my team, and they are embedded within my organization. They have more domain knowledge than some people within the firm.”

Kenith Threatte, One Digital, Director of Enterprise Applications

The previous reseller did not take the time to understand our business, nor were they willing to adapt the scope of work to meet our users’ needs… Which negatively influenced internal adoption.” “The people at congruentX feel like partners rather than salespeople,” “Their partnership approach and their subscription model really make them stand apart from other companies.

Esther Fournier, U.S.LUMBER, Senior Manager, Company Projects

“They were easy to talk to and brought a commonsense approach to things. I was also surprised they actually solved some problems for us in the first day or two with minimal knowledge of our overly complicated CRM.”

Jason Alexander, Director of Information Systems, West Coast Financial Group