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

We would really like to talk further with you. Please contact us for more information.

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Contact Us

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Solutions

Client Relationship Management (CRM)

With an industry-high adoption rate, ContactEase is the CRM of choice for more than 250 law and accounting firms and 16,000+ users worldwide!

ContactEase Cloud

ContactEase CRM is now available in the cloud! We've always been CRM Made Easy, now we're CRM Made Accessible!

CE Lookup

CE Lookup provides users with access to your firm's entire ContactEase database from anywhere!

Seamless Outlook Integration

Featuring seamless integration with Outlook, ContactEase is an easy-to-use solution for your busy professionals.

Online Client Update Form

Reducing Database Update Expenses

Relationship Discovery (ERM)

Leverage Existing Relationships

Client Relationship Console

Calls Come In, Client Info Pops Up

Data Change Tracker

Keep Users Informed of Data Changes

List Manager

Frustration Free Mailings? Yes!

Mobile Solutions

Improving Out of Office Productivity

Online RSVP and Event Registration

E-mail Marketing

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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28th Annual Marketing Partner Forum

Date: 08/18/2021 - 08/20/2021

In August 2021, Marketing Partner Forum returns to The Ritz-Carlton, Laguna Niguel in Dana Point...

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ILTACON 2021

Date: 08/22/2021 - 08/25/2021

ILTACON is the premier educational and networking event for the legal sector. Drawing on the...

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Recent Clients