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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.
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