CLIENT ACCESS

For over 25 years, Cole Valley Software has served professional service firms by delivering fully integrated firmwide CRM solutions.

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About Us

ContactEase CRM products are easy-to-use and simple to manage. Learn about our new business development tools.

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Products

Our staff of former law firm employees and talented support team will guide you each step of the way.

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Services

Helpful documents and video files regarding CRM best practices.

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Resources

Join our community of over 250 clients and hear why they love ContactEase.

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Community

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Products

ContactEase CRM

ContactEase: Client Relationship Management and marketing tools

New Client Intake Form

Automate and Consolidate Data Entry

Data Clean Up Tool

Data Management Tools

ContactEase Outlook Integration

ContactEase integrates and synchronizes seemlessly with Outlook

Contact Filtering

Data Management Tools

Online Client Update Form

Reducing Database Update Expenses

Client Relationship Console

Calls Come In, Client Info Pops Up

Data Change Tracker

Keep Users Informed of Data Changes

Mailing List Management

Automate Mailing Updates and List Creation

Mobile Solutions

Improving Out of Office Productivity

Online RSVP and Event Registration

Event Registration and Newsletter Selection Made Easy

Enterprise Relationship Management

Leverage Existing Relationships

ContactEase Constant Contact Integration

The ContactEase Constant Contact integration eliminates the back and forth between systems – saving you time and frustration while increasing peace of mind knowing that your firm's communications are getting in front of the right people at the right time.

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Recent Clients