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ContactEase in the News

Announcing the Release of Client Relationship Console

Cole Valley Software announces the immediate release and availability of the latest addition to its suite of CRM products, Client Relationship Console (CRC).

Client Relationship Console integrates with any CRM, VoIP phone, and time and billing system and provides users with data they want when they need it – collections, billing, and client relationship information, all at the user’s fingertips. A popup window on the desktop provides the lawyer with a clear view of the caller's financial and contact data immediately, before the second ring of their phone.

 

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LMA Annual Conference
March 14-16, 2012
Gaylord Texan Resort
Grapevine, TX
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ContactEase version 9.30 is now available!

Including the new E-mail Campaign Manager, Outlook Cleanup Tool and exciting other features!

Click here for more information or to schedule your upgrade.

Check out the latest add-on features available to ContactEase users!
 >> Click here for more info
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More Than Contact Management

ContactEase manages your organization's relationships, and then leverages that information to help you better serve existing clients and develop new business. Designed specifically for service organizations worldwide, this comprehensive solution gives everyone in your firm a way to share consistent, current information - including data from your accounting system - throughout your office or around the world.

Imagine creating a virtual "single office" environment with ContactEase technology. Large professional service organizations appreciate the challenges of maintaining consistent and accurate firm data especially in multi-office environments.  ContactEase manages these data "hubs" and sets in motion the creation of useful, powerful, and consistent information - a cornerstone for business development.  

With the power of effectively mined information at your fingertips, you can strategize and execute marketing activities from a centralized database - automating your marketing functions.

  • Target the right audience with the right message
  • Perform marketing analysis
  • Track activities
  • Track events
  • Conduct mailings
  • Measure the success of mailings and seminars
  • Generate reports to analyze costs and benefits of marketing efforts

ContactEase Integrates with Office Applications

Rather than just producing strategic marketing information, ContactEase acts on it. ContactEase leverages the power of your existing office applications to synchronize contact information and execute marketing strategies. ContactEase enables your firm to:

  • Synchronize Outlook with ContactEase data
  • Launch mailings through Word and WordPerfect
  • Launch E-mail campaigns through Outlook or GroupWise
  • Integrate with accounting data

Make The Most of Your Resources

Develop New Business - By leveraging your firm's existing internal information, you can establish profiles of profitable clients, identify sources of business, and create focused marketing campaigns for target segments. ContactEase offers real-time integration with popular accounting systems, making financial data available for account management and marketing analysis.

Maximize Productivity

ContactEase is fully integrated with your phone, fax, e-mail, calendar, and document management systems, so no one on your staff has to stop working to look up the most current data. A variety of intuitive searching features saves time locating contact information or account details. Maintain Security - ContactEase lets you share information across your firm while protecting client confidentiality. Different permission levels within the program let you control access; so only those with proper clearance are allowed to view or edit data.

Tactical And Strategic In One Place

ContactEase delivers this unique combination of a robust marketing database integrated with contact management features. Your whole firm can rely on this single source for your latest, most complete marketing data, plus the contact management tools you need most for day-to-day activities.