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.
Our staff of former law firm employees and talented support team will guide you each step of the way.
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We are often asked to help firms convert from other CRM applications. We can help you evaluate, design and implement a successful conversion from other CRM products or databases. Clients often come to us frustrated by the low adoption of their existing systems and ask for help in moving to ContactEase. Converting to ContactEase provides your users with an easy-to-use application in Outlook that will achieve a high rate of adoption, something often not found in other CRM applications.
We offer extensive services for writing and converting your existing data, allowing you to maintain aspects of the data that can be valuable going forward. We provide you with best practices and guidance for designing your new system, maintaining any existing mailing list and category data necessary with a critical eye towards higher adoption. Please contact us to learn more about converting from your existing CRM system, we can provide you with a consultation and recommended path to success.
Date: 05/01/2019 - 05/02/2019
Date: 06/05/2019 - 06/06/2019