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ContactEase solves a variety of business problems for its users. By consolidating customer data and providing deep insights, it allows …
Overview
What is 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...
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What is ContactEase?
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.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is 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 Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
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.
Users have made several recommendations for ContactEase based on their experiences. The most common recommendations are as follows:
- ContactEase helps formalize engagements and ensures accurate contact details, making it a reliable system, particularly for legal firms.
- Users recommend trying ContactEase as they have found it to be straightforward and guarantee satisfaction with its usability.
- Caution is advised when implementing ContactEase, emphasizing the importance of securing executive buy-in.
- However, some users suggest exploring alternative solutions due to reliability issues and poor support encountered with ContactEase.