Quickly & easily manage client contacts and automated marketing campaigns

Cole Valley Software ContactEase saves firms valuable time by making it easy to gain and maintain a complete understanding of the firm’s relationship with clients and prospects. Multiple touch points are tracked and synchronized including phone, fax, and email communication, event participation, accounting, and documents associated with client matters.

The same universal view empowers marketers to make informed decisions and quickly develop and implement automated marketing campaigns – all from the same central database.

Benefits
Identify opportunities to increase share of client expenditures… Spot cross-selling opportunities by noticing who knows whom and, what can be even more beneficial, which professionals or practice groups are not in touch with your client but should be.

Enhance client service… by demonstrating an understanding of all touch points between the client and the firm.

Use the familiar tools you’re used to… You can use ContactEase from the popular applications you’re used to such as Microsoft Word and Outlook, Novell GroupWise and WordPerfect.

Keep up-to-date when on the road… Look up client information or add data when away from the office using your PalmPilot or HandSpring Visor.

Target the right audience with the right message… Easily send letters, emails, initiations and other communications to the exact category of clients and prospects you specify.

Features
ContactEase features are flexible, intuitive and designed to ensure accurate, consistent data entry. Maintenance tools make it easy to identify data entry errors and fix them. To learn all the details about the rich ContactEase feature set, click here. 

Confidentiality Protected
Sharing information across the firm provides enormous benefits. However, there are circumstances under which it is necessary for a professional to keep certain information private. ContactEase provides different permission levels so that only authorized individuals may view or edit data.

Easy to Administer
ContactEase features a separate ContactEase Administrator Module that enables network administrators to easily manage security for databases, users, and work groups.

Integration
ContactEase is integrated with a wide variety of popular word processors, email and fax programs and devices such as PDA’s and business card scanners. For more information, click here.