ContactEase vs. Salesforce Comparison


ContactEase Cole Valley Software	Salesforce	+	+
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		Related Products 8am 8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth. 1,136 Ratings Visit Website Canopy Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. 952 Ratings Visit Website Xero Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 5,869 Ratings Visit Website QuickFee QuickFee (ASX: QFE) is a leading provider of payments, financing, and accounts receivable automation solutions for professional services firms, including 40% of the IPA Top 300 firms. Our platform is designed to streamline the Accounts Receivable process and accelerate revenue growth by integrating multiple online payment options and powerful invoicing tools within your practice management system. With QuickFee, firms can significantly reduce aging receivables, improve cash flow, and increase client spending. Clients can easily make payments using credit or debit cards, ACH/EFT transfers, or QuickFee's exclusive financing solution that allows them to spread payments over 3 to 12 months—while firms receive full payment upfront without incurring additional costs. Operating in the United States and Australia, QuickFee focuses on delivering scalable and affordable solutions backed by exceptional customer service. 2 Ratings Visit Website QuickApps QuickApps is an innovative No-Code solution that can completely transform your SharePoint experience and help maximize your ROI. With QuickApps, business users can build complex business applications for SharePoint On-premise or SharePoint Online 80% faster using simple point-and-click configuration instead of custom coding. This award-winning solution delivers a set of 21 web apps and pre-built templates for SharePoint On-premise and 9 web apps for Microsoft (Oﬃce) 365 that lets you build applications that are easily supported, maintained and upgraded, ensuring their long-term impact and return on investment. More than 75,000 professionals and 200 organizations rely on QuickApps to accelerate and simplify app development on SharePoint. Visit Website NaviPlan Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. Visit Website Collect! Collect! is a highly configurable debt collection software serving collection agencies, debt buyers, law firms, government, healthcare providers, educational institutions, property managers and other creditors. Collect! offers good value for startups and full functionality for large agencies. Built for flexibility, Collect! offers configurability and features to enable users to automate and track contacts and payments, manage judgments, manage sales, communicate from the system, create payment plans, report to bureaus and manage month-end reporting. Importantly, configurations and customizations remain available through updates, upgrades, and moving to larger editions. Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, reporting dashboard, HIPAA and SOC 2. 77 Ratings Visit Website Soraban Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. 6 Ratings Visit Website KonstructIQ KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. 6 Ratings Visit Website Newforma Newforma empowers over 4M professionals and 1,500 AECO firms worldwide by revolutionizing Project Information Management. We transform vast amounts of project data into a meticulously organized, easily accessible, and fully searchable resource—all from a single, centralized platform. From pre-construction to years after completion, Newforma ensures you have the critical information you need at every stage of your projects. With over 50 integrations with the industry's most widely used applications and two decades of expertise, Newforma is your trusted partner in elevating project delivery through unparalleled information management. 174 Ratings Visit Website
About In the business of law, it all begins with your clients and the value you provide. Maintaining relationships and rainmaking are critical to your personal success and the growth of your firm. With ContactEase, you can stay connected with your book of business with ease. Complete the form to schedule time with one of our experts to learn more about the impact ContactEase will have on your law firm. Schedule a demo to see how ContactEase will benefit your current system or dive more deeply into our integration with the SurePoint Legal Management System (LMS) to unlock profitability by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice. SurePoint Technologies is a leading provider of financial and practice management software to law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s award-winning enterprise software to drastically improve workflow and maximize financial performance.	About Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies searching for a solution to engage with their book of business	Audience Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $25.00/month/user Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.7 / 5 ease 4.3 / 5 features 4.7 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Cole Valley Software www.colevalley.com	Company Information Salesforce Founded: 1999 United States www.salesforce.com
Alternatives SurePoint SurePoint Technologies	Alternatives Pipedrive
Legodesk	Zendesk
Best Lawyers	ActiveCampaign
Fynsis Legal CRM Fynsis Softlabs	monday CRM monday.com
Alert Communications View All	Creatio View All
Categories CRM	Categories Automotive CRM Construction CRM Contact Management CRM Financial CRM Healthcare CRM Hotel CRM Inside Sales Lead Management Legal CRM Real Estate CRM Sales Sales Analytics Sales Enablement Sales Force Automation Sales Forecasting Sales Planning
CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management	CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Show More Features Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Forecasting Features Competitor Analysis Correlation Analysis Dashboard Dynamic Modeling Exception Reporting Graphical Data Presentation Modeling & Simulation Performance Metrics Sales Trend Analysis Statistical Analysis
Integrations AI Squared APE Mobile ArchiveOnCloud Avvoka Bullseye Store Locator Cloud Coach Freshservice Habsy Harvestr Lapala Leadbook Nytro OKR Board for Salesforce by Oboard OneContact CC Plantt Quick License Manager (QLM) Radiance Labs Sailes ScalePad ControlMap ScriptString Show More Integrations	Integrations AI Squared APE Mobile ArchiveOnCloud Avvoka Bullseye Store Locator Cloud Coach Freshservice Habsy Harvestr Lapala Leadbook Nytro OKR Board for Salesforce by Oboard OneContact CC Plantt Quick License Manager (QLM) Radiance Labs Sailes ScalePad ControlMap ScriptString Show More Integrations View All 5486 Integrations
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