Name: ContactEase
Rating: 7 (1 reviews)
Author: SurePoint Technologies

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Mind Mapping

Development

Online Learning

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Interactive Voice Response (IVR)

Manufacturing Execution

Payment Facilitation

Project Portfolio Management

Enterprise

Accounting

Corporate Performance Management (CPM)

Online Trading

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Enterprise Flash Array Storage

Fraud Detection

HTML Editors

In-Memory Databases

Integration Platform as a Service (iPaaS)

Internet Security

M2M Application Development

Network Performance Monitoring

NoSQL Databases

Remote Monitoring and Management

Routers

Software Defined Storage (SDS)

Threat Hunting

Traffic Switching

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Digital Signage

Email Deliverability

Email Management

Email Marketing

Headless CMS

Marketing Automation

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales

Intrusion Detection

Secure Access Service Edge (SASE)

Security

Auto Repair

Aviation

Building Information Modeling (BIM)

Construction Management

Emergency Notification

Home Health Care

Homeowner's Association (HOA) Management

Intelligent Document Processing

Legal Billing

OSS/BSS (Operations Support/Business Support)

Smart Cities

Vertical-Specific

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### Marketing and Outreach
User sentiment regarding ContactEase's marketing and outreach capabilities is largely positive, with users praising the platform for its efficiency in connecting with contacts and streamlining communication processes. The ease of reaching out to contacts, the ability to gather information effectively, and the platform's support for marketing surveillance are highlighted as key strengths. Users appreciate the integration with social media and the ability to manage outreach lists efficiently. ContactEase is recognized for its role in enhancing marketing strategies and facilitating direct and fruitful marketing methods. The platform's user-friendly interface and tools for tracking business development contribute to its appeal in the realm of marketing and outreach.

### Sales Enablement
Users consistently praise ContactEase for its ability to expedite the sales conversion process. They appreciate how the platform streamlines communication outreach to constituents, making it easier to connect with contacts and gather valuable information efficiently. The integration with social media further enhances the user experience, demonstrating ContactEase's understanding of businesses' needs in connecting with their contacts.

### Customer Information Management
Users generally appreciate ContactEase's ability to efficiently manage customer information and enhance customer engagement. The software seems to excel in enabling users to save and track customer requirements and private data effectively. Clients find it beneficial for recording basic customer data, allowing them to understand customer needs and preferences better. The consensus among users is that ContactEase provides a valuable platform for managing and accessing customer information, streamlining processes, and facilitating more personalized interactions.

### Client Engagement and Communication
Reviewers consistently highlight ContactEase's client engagement and communication features as key strengths of the platform. Users appreciate the ease of reaching out to contacts and the efficient communication outreach capabilities that ContactEase offers. The ability to connect with multiple contacts quickly and effectively, along with the integration of CRM for streamlined communication processes, are particularly well-received by users. Additionally, the platform's attention to detail in fostering customer support and listening to customer feedback further enhances the overall client engagement experience.

Users have made several recommendations for ContactEase based on their experiences. The most common recommendations are as follows:

1. ContactEase helps formalize engagements and ensures accurate contact details, making it a reliable system, particularly for legal firms.
2. Users recommend trying ContactEase as they have found it to be straightforward and guarantee satisfaction with its usability.
3. Caution is advised when implementing ContactEase, emphasizing the importance of securing executive buy-in.
4. However, some users suggest exploring alternative solutions due to reliability issues and poor support encountered with ContactEase.

ContactEase is a client relationship management (CRM) solution specifically designed for law firms, attorneys, and their marketing teams. It aims to facilitate connectivity with key clients and contacts, provide insights into their activities, and drive new business opportunities. ContactEase caters to law firms of all sizes, including small boutique firms and large multinational firms, serving the legal industry and its professionals.

## Key Features

**Lookup**: ContactEase Lookup is a browser-based application that enables attorneys to easily access the firm's CRM data. Users can locate contacts based on their name, company, location, or category, and conveniently communicate with them via phone calls, text messages, or emails.

**Change Tracker**: ContactEase Change Tracker provides attorneys with automated reports displaying updates made to their contacts. Users can stay informed about significant changes such as job transitions or office relocations, ensuring that contact data remains up-to-date for effective client service.

**Financial System Integration**: Integrating ContactEase with the firm's financial system eliminates data silos and provides seamless access to information for developing strategic marketing plans and data-driven decision-making. It enables the identification of growth areas, understanding of referral sources, and tracking of new client acquisitions.

**Enterprise Relationship Management (ERM)**: ContactEase Relationship Discovery is an enterprise relationship management (ERM) solution that automatically captures relationship information from emails. It uncovers valuable relationship data that might not be recorded in Outlook or the CRM database, enriching contact information with industry codes, email addresses, and company data. This enables quick identification of individuals with strong relationships.

**List Manager**: ContactEase List Manager simplifies the process of ensuring accurate contact lists. The marketing team or designated users can create surveys to update firm mailing lists and edit contacts, streamlining list management.

**Marketing Automation**: ContactEase integrates with popular legal marketing automation platforms, facilitating the sharing of event and website data for valuable insights and knowledge exchange. It offers a built-in email campaign tool and direct integration with Constant Contact for efficient list management and engagement tracking.

**Centralized Database**: ContactEase serves as a centralized database for sharing information, enhancing employee efficiency and productivity, and capturing competitive intelligence on clients, prospects, and contacts. It also provides comprehensive tracking and reporting on business development activities.

**Seamless Access to Information**: ContactEase's financial system integration eliminates data silos, enabling insights into areas of growth within the firm and identifying referral sources. It ensures seamless access to information for informed decision-making.

**Automated Relationship Capture**: ContactEase's enterprise relationship management (ERM) solution automatically captures relationship information from emails, uncovering contacts that may not be recorded in Outlook or the CRM database. It enhances contact information with industry codes, email addresses, and company data, facilitating the quick identification of individuals with strong relationships.

**Efficient List Management**: ContactEase's list manager simplifies the process of ensuring accurate contact lists. The marketing team or designated users can create surveys to update firm mailing lists and edit contacts, streamlining list management.

ContactEase solves a variety of business problems for its users. By consolidating customer data and providing deep insights, it allows companies to have a comprehensive view of their customers, enabling them to make informed decisions and improve their strategies. The software also speeds up the sales conversion process, increasing efficiency and allowing sales teams to close deals faster. Additionally, ContactEase increases staff productivity by lowering time-cost, as it centralizes information and makes it easy to track and use. This reduces the need for manual list creation for events and emails, saving valuable time for employees.

Another key benefit of using ContactEase is its ability to facilitate effective collaboration for geographically dispersed teams. With this software, teams can easily share information and communicate without sharing unnecessary details, making it easier for them to work together regardless of their location. ContactEase also helps businesses save and manage customer requirements and private data securely, providing peace of mind and ensuring compliance with privacy regulations.

Furthermore, ContactEase supports lead management and marketing methods by managing databases of target customers and facilitating outreach to communication recipients. This enables companies to reach multiple people quickly with the same message while having the flexibility to send a variety of messages within a short amount of time. The software also captures competitive intelligence on clients, prospects, and contacts, giving businesses a competitive edge in their industry.

Integration with CRM systems enhances the benefits provided by ContactEase, offering additional functionalities that further streamline customer management processes. The software seamlessly manages and accesses customer information, requirements, and interactions, making it easier for users to reach out to customers and promote products effectively. Moreover, ContactEase helps businesses better utilize contact lists by cleaning up and updating the database regularly. By providing reliable and updated lists based on categories, it ensures that companies have accurate and targeted information for their campaigns.

Overall, ContactEase solves various business problems by centralizing customer data, improving collaboration among teams, streamlining marketing efforts, enhancing productivity, securing sensitive information, and providing detailed insights into customer behavior.

Now part of the SurePoint Technologies family, ContactEase is CRM made for lawyers.  Firms of all sizes can use ContactEase products to manage contacts, mailing lists, and marketing and business development activities to leverage data and understand the relationships that lead to new business.

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Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

ContactEase

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

SurePoint Technologies

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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ContactEase

Overview

What is ContactEase?