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.
Helpful documents and video files regarding CRM best practices.
Join our community of over 250 clients and hear why they love ContactEase.
We would really like to talk further with you. Please contact us for more information.
Use the search bar to the right to search through our website. Still stuck? Contact us for additional assistance.
When sharing critical information about contacts within a firm, it is extremely helpful to be notified of significant data changes. Communication of changes is often the best way to ease information sharing concerns, and Data Change Tracker allows users to know what is happening to their data.
ContactEase can now automatically email reports to users, displaying changes made to their contacts, and reflecting information before and after any change, including who made the edits. The report contains summary information about which contacts are shared with other users, as well as those that are unique.
The summary report displays the number of contacts: a user has, that are unique, shared, shared by one or more users. The values returned can be clicked on as links, returning a list of the individual contacts.
Date: 05/01/2019 - 05/02/2019
Date: 06/05/2019 - 06/06/2019