Change Tracker
Keep Users Informed Of Changes in Their Data

When sharing critical information about contacts within a firm, it is extremely valuable to be notified of significant changes made in that data. Communication of changes is often the best way to ease concerns of sharing information, and the Change Tracker lets concerned users know what is happening to their data. Now, ContactEase can automatically email reports to users, displaying changes made to their contacts, and reflecting information before and after any change, including who made them.
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Mailing List Manager
Automate Updating Mailings and List Creation

Getting professionals to update their mailing lists or decide who should be invited to a seminar can be frustrating and sometimes overwhelming for everyone concerned. In many firms each professional is sent a paper list of all their contacts every time a mailing is done (such as the annual holiday card debacle). With the ContactEase Mailing List Manager, professionals or their secretaries can easily update and select contacts to be on a mailing or event list in a browser window, saving great amounts of time and avoiding paperwork.
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New Client Entry Form
Automate and Consolidate Data Entry

Many firms have a common problem: multiple data stores within the firm means inconsistent and inaccurate data, plus a great deal of work keeping it up-to-date. By integrating with Time & Billing and other systems, ContactEase solves the problem of consistency. However, there is still the issue of getting the right data to the right application. The New Client Entry Form addresses this.
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Online Data Update Form
Your Contacts Update Their Data Online

Keeping the data on your contacts up-to-date is a constant challenge. The ContactEase Browser-Based Data Update Module allows you to have your contacts review and update their own data in a secure environment, giving you their most current information and saving the time and expense (and potential for error) of having someone else input it!
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Online Event Registration/RSVP

Simplify Event Registration and Newsletter Selection Online

Imagine giving your clients and prospects the ability to register for events or select the materials of interest to them with the click of a mouse! With the combination of Personalized Mass Email and Web-Based Data Updates, the choices are limitless: attendees can RSVP for events, indicate their food preference and/or invite others, select which newsletters they would like to receive, update other information, or contact you directly, all in a secure web environment customized for your firm.
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PDA Integration
Complete data access via PDA

For mobile professionals who are on the road or frequently away from their desk, having access to firm-wide corporate data can be significant to getting information when they need it. With ContactEase mini-browser access, Internet- enabled PDA devices offer immediate access to your corporate information and allows users to stay connected with up-to-date, secure data. Changes to the system are delivered real-time to your wireless device, giving relevant information to people on the move.
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Mass Personalized Email
Communicate Personally en Masse

The personal approach is key in business. This is true in electronic communication as well -- people know (and are not impressed) when they receive an e-mailing where they are BCC:’d (and even less impressed when they see a whole list of your other contacts in the TO: or CC: fields). Spam filters also catch such email, and it often never reaches the recipient. With the personalized emailing feature of ContactEase, you can email each of your contacts individually with a personalized email, sent directly to them only, using their name and other data as appropriate. SPAM filters see it as an individual email, and your audience gets your message. If well crafted, it appears as an email written just to them. One client experienced a greater than 75% response rate!
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