List of ReliaTrax CRM Customers
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Since 2010, our global team of researchers has been studying ReliaTrax CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ReliaTrax CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ReliaTrax CRM for CRM include: Center For Family Services, a United States based Healthcare organisation with 1675 employees and revenues of $105.0 million, Center For Change, a United States based Healthcare organisation with 15 employees and revenues of $2.0 million, Dove Counseling, a United States based Healthcare organisation with 10 employees and revenues of $1.0 million, Canon City Counseling United States, a United States based Healthcare organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using ReliaTrax CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ReliaTrax CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Canon City Counseling United States | Healthcare | 10 | $1M | United States | ReliaTrax | ReliaTrax CRM | CRM | 2019 | n/a |
In 2019, Canon City Counseling implemented ReliaTrax CRM. The implementation centers on ReliaTrax CRM as a CRM solution for behavioral-health case tracking, compliance reporting and client interactions at the Colorado based counseling practice. The vendor testimonial by Sally Chapman on ReliaTrax’s customer list explicitly ties the deployment to compliance and reporting outcomes, and the application is used across clinical and administrative functions within the small practice.
Configuration and functional scope emphasize case management and referral handling, with inferred use of the vendor’s referral and reporting features based on the testimonial describing compliance and reporting outcomes. Operational coverage is practice level in Colorado, supporting clinicians and administrative staff who manage client contacts, case notes and regulatory reporting. Governance adjustments focused on embedding the CRM into client-facing workflows and compliance reporting processes, with rollout targeted to the clinic’s staff rather than enterprise scale.
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Center For Change | Healthcare | 15 | $2M | United States | ReliaTrax | ReliaTrax CRM | CRM | 2019 | n/a |
In 2019, Center For Change implemented ReliaTrax CRM to support outpatient behavioral-health practice management and administrative automation in Colorado, leveraging the CRM category capabilities for referral-management and intake coordination. ReliaTrax vendor testimonials name Center For Change and the agency web presence indicates digital service delivery, supporting the inference that ReliaTrax CRM was configured to capture referral source data, manage referral pipelines, and automate administrative steps in the intake workflow.
Deployment centered on a ReliaTrax CRM instance provisioned for a 15-person outpatient behavioral health clinic, with administrative staff and clinicians using the application for referral tracking, patient intake documentation, appointment coordination, and task automation. Governance and process changes emphasized centralized referral workflow ownership and role-based access for administrative and clinical functions, and vendor materials report improved administrative accuracy and efficiency as a result of the ReliaTrax CRM implementation.
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Center For Family Services | Healthcare | 1675 | $105M | United States | ReliaTrax | ReliaTrax CRM | CRM | 2024 | n/a |
In 2024 Center For Family Services implemented ReliaTrax CRM, a CRM, as a website-hosted client portal for client-facing intake and case tracking. The deployment is visible at centerffs.reliatrax.net/ClientPortal and is provisioned as a vendor-hosted cloud client portal, delivering ReliaTrax CRM capabilities through the organization website.
The implementation concentrates on CRM-aligned functional modules, including contact and client record management, referral intake workflows, case tracking and case notes, document upload and storage, and appointment scheduling. ReliaTrax CRM is configured to support client engagement workflows and staff-facing case management functions, with forms and workflow automation for intake and ongoing service coordination.
Operational coverage spans client services, intake teams, clinical case managers and administrative staff who access the portal through the website, establishing a single externally-facing entry point for referrals and client interactions. The ReliaTrax CRM client portal architecture centralizes client records and interaction history, enabling consistent contact management and case-level visibility across those business functions.
Governance is organized around role-based access and record-level permissions to separate client-facing portal interactions from internal staff case work, with process changes focused on standardizing intake and referral routing through the portal. ReliaTrax CRM is the principal CRM platform for these workflows, consolidating client intake and case management on the website-facing system.
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Healthcare | 10 | $1M | United States | ReliaTrax | ReliaTrax CRM | CRM | 2019 | n/a |
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