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

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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

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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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West Coast Financial

Dosatron

Why Dosatron International, LLC made congruentX their partner of choice.

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West Coast Financial

National Trust Advisors

Why NAT made congruentX their partner of choice.

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West Coast Financial

SRB Capital

Why SRB made congruentX their partner of choice.

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