Case Studies

One DigitalU.S LumberWest Coast Financial

One Digital

One Digital

Why OneDigital Health and Benefits
outsourced its CRM services to CongruentX
How partnering with a CRM consultant helped the firm to improve user adoption

What’s Included

U.S Lumber

Why U.S. LUMBER outsourced
its CRM services to congruentX
How partnering with a CRM consultant helped the firm to advance user adoption

What’s Included

West Coast Financial

West Coast Financial

Why West Coast Financial Group outsourced its CRM services to CongruentX How partnering with a CRM consultant helped the firm to better manage relationships with clients

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