ContactEase Features

ContactEase™ for Workgroups^TM
Contact Management & Marketing Automation

A Powerful Solution For The Smaller Firm

Professional service organizations rely on information to generate business. Gathering, accessing, and mining contact data are at the heart of business development for any company. For professional service firms, these activities are the foundation for future growth and success. Traditionally, smaller firms have had few software options to assist them in contact management and marketing, often relying on sales automation applications or e-mail systems to gather and report on data. Firms soon learn that meaning is lost unless you can transform contact data into valuable marketing information. ContactEase, by Cole Valley Software, completely addresses the needs of the smaller firm -- powerful and affordable contact management and marketing automation with the professional in mind.

ContactEase^® for Workgroups^TM utilizes advanced data storage technology giving independent and "small group" users the same flexibility and features typically available only to larger organizations. Our workgroup product provides the same powerful marketing tools as ContactEase without the need for additional servers and software resources. ContactEase^® for Workgroups^TM is ideal for groups consisting of up to 5 users, and can easily be upgraded to the ContactEase^® Enterprise for future growth.

This configurable user interface gives you the ability to use the system for contact and marketing functionality and to search and track by relations, campaigns, professionals, or activities. Furthermore, functions and data are located centrally within a single screen layout for one click access.

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Features

Contact Management

Review and edit client, prospect, referral information
Link to mailing lists (by assignee)
Track contact relationships
Record notes and history
Create e-mail and letters

Marketing Management

E-mail individuals or groups, individualized or blind copied communications
Mail Merge with word processor
Track mailings, responses
Create mailing lists
Target market by industry, potential services, practice group, billings, etc.
Track events

Referral Tracking

Track incoming, outgoing referrals
Analyze by professional, practice group, referral source, etc.