For over 25 years, Cole Valley Software has served professional service firms by delivering fully integrated firmwide CRM solutions.
ContactEase CRM products are easy-to-use and simple to manage. Learn about our new business development tools.
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Tracking business development expenses can be overwhelming, difficult and costly to manage. Many marketing departments track this information manually and it’s often out of date.
With the ContactEase Business Development Expense Management tool professionals and their assistants can easily enter expenditures for approval, identifying the client/prospect and even the business discussed. Users enter the expense details - including the person being entertained - in a simple, easy to learn interface. This tool allows professional to manage and submit their expenses in a timely fashion allowing managers to track the total spend for the year.
Expenses are submitted directly to Accounting and added to ContactEase with the click of a button - providing management with a spending recap, against budget, in a timely fashion.
08/13/2017 - 08/17/2017