"We don’t have any problems with it.  It kind of runs itself!” 

Dawn Longfield, Chief Marketing Officer, Davis & Gilbert LLP


“Contact Ease is a powerful yet easy to use CRM. For our firm the key to making it a valued tool was having clear goals and taking small, deliberate and achievable steps to get there. It is a great tool to streamline communication processes and answer business questions.   What has helped us implement this tool successfully is that we focused on answering one question at a time (i.e. making it easy to get the email list for sending a news blast), getting input form the key stakeholders, breaking the project down into manageable steps and once answered – sharing the answer and the value it has added.”

Kimberly P. Hafley, Director of Marketing and Recruitment, Foster Swift Collins & Smith PC


“Not only is ContactEase a great CRM system, but the people at Cole Valley Software really do stand apart with their exceptional client service. Throughout our CRM installation and setup, we have received proactive advice and support from everyone that we have dealt with in the organization. This guidance is key to the success of our CRM rollout. They make it easy.”

Alison Janzen, Marketing Director, Torkin Manes


“Ease of Use" tops the recent Ackert Advisory Group CRM Survey….According to an independent survey of 175 law firms conducted by The Ackert Advisory Group about CRM use in law firms, the findings revealed - “At your firm, if you value ease of use, according to this survey you’re more likely to get that through ContactEase.”

David Ackert, President, The Ackert Advisory

ContactEase has been a great tool for our firm. As we maintain the information in the database, we are able to efficiently run reports for different categories and scenarios.  One of our primary uses for ContactEase is for direct mail campaigns. It’s really simple to create an assignment and assign contacts to them. We are then able to pull a specific list of contacts and easily export them to an excel spreadsheet. There is even an option to track when mail has been returned or a contact has requested not to receive mail.  ContactEase allows you to choose what headings you would like to see on your report, you can make it as simple or complex as you’d like. This database has helped the marketing department keep a clean list of qualified prospects and referral sources, which is critical to obtaining an ROI. Our niches are growing at a steady rate and our President knows that is partly due to our marketing campaigns.”

Pamela Raumer

Business Development Director

RINA accountancy corporation - "Your Future is Our Focus"          


 “My search for a CRM started with testing over 20 different systems.  After weeding through all the big names and even bigger promises the front runner was clear, ContactEase.  ContactEase was built with accountants in mind.  It is tailored to our profession in a way that no other CRM can match.  From connecting referral sources to event tracking and promotion, ContactEase understands our unique industry.” 

Whitney James

Marketing Director

Clarus Partners


“Many firms find it difficult to track ROI using CRM but we recently used the category search in ContactEase to pull a list of our referral sources for an upcoming event. We uploaded the list, sent an email invitation using CE E-mail Campaign and not only had a much higher attendance at the event, but we were top of mind to one of the referral sources and we received a project for $12,000.”

Jill Merrigan

Marketing Coordinator

Abbott Stringham & Lynch    


“ContactEase provides a platform that gives us the ability to manage contacts at the individual and departmental level.  It meets the needs of individuals with its easy-to-learn Outlook interface, giving users an array of important information about their contacts without having to open another product.  It meets the needs of the Marketing Department, providing the business development side of the house with business intelligence and key client information that reveals the relationships among the CPAs and their contacts, as well as providing our marketing and communications side with the ability to quickly prepare targeted mailing lists for more effectively delivering content.  We have proven that the return on investment has been well worth the time and effort, both from streamlining the contact information process throughout the firm, improving communications with our target audiences and providing us with necessary business intelligence about our clients and prospects to help us better understand their needs.”

Joy Long, Director of Marketing, ORBA (Ostrow Reisin Berk & Abrams Ltd)


“As a marketing department of one, I need ContactEase to do my job.”

Joseph (Joe) A. Slezak, Marketing Director, KFMR Katz Ferraro McMurtry P.C.


Join Us!

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...


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

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