Case Studies
See how CongruentX has helped teams get the maximum value from the partner solutions.
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
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
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
Dosatron
Why Dosatron International, LLC made congruentX their partner of choice.
National Trust Advisors
Why NAT made congruentX their partner of choice.
SRB Capital
Why SRB made congruentX their partner of choice.