List of ContactEase CRM Customers
Cincinnati, 45202, OH,
United States
Since 2010, our global team of researchers has been studying ContactEase CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ContactEase CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ContactEase CRM for CRM include: Munsch Hardt Kopf & Harr, a United States based Professional Services organisation with 300 employees and revenues of $40.0 million, Morse, a United States based Professional Services organisation with 100 employees and revenues of $25.0 million and many others.
Contact us if you need a completed and verified list of companies using ContactEase CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ContactEase CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Morse | Professional Services | 100 | $25M | United States | SurePoint Technologies | ContactEase CRM | CRM | 2023 | n/a |
In 2023, Morse implemented ContactEase CRM to centralize contact management and improve marketing and business development targeting across its Massachusetts offices, positioning ContactEase CRM as the central CRM for U.S. marketing and BD processes. The deployment targeted contact hygiene, targeted list creation, and outreach coordination to support practice group business development and firmwide marketing workflows.
The implementation included ContactEase Relationship Discover CERD to capture rainmaker contacts and to produce curated holiday card and outreach lists, operationalizing relationship discovery and list management capabilities. Configuration work focused on standard CRM functions such as centralized contact records, relationship tagging, and segmented list generation to support campaign and outreach workflows used by marketing and business development teams.
ContactEase CRM was integrated with SurePoint LMS to align contact records and relationship metadata with the firm s matter and client context, creating a linked data flow between the CRM and the legal management system. The integration supported synchronized contact data and governed lists for outreach, enabling marketing to use consolidated contact profiles when building outreach sequences and holiday-card distributions.
Governance centered on process changes within marketing and business development, including formalizing list ownership, cadence for list refreshes, and using CERD outputs as the authoritative source for rainmaker outreach. Outcomes reported in the vendor case study included improved targeting, streamlined communications, and better data driven marketing decisions following the rollout in the U.S.
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Munsch Hardt Kopf & Harr | Professional Services | 300 | $40M | United States | SurePoint Technologies | ContactEase CRM | CRM | 2015 | n/a |
In 2015, Munsch Hardt Kopf & Harr implemented ContactEase CRM, a CRM, to establish a centralized client and matter contact repository across the firm. The deployment was led through the firm application services function and aligned with existing matter centricity practices that the firm had been evolving since 2008, placing ContactEase CRM at the center of contact and relationship management workflows.
The implementation focused on core CRM capabilities typical for professional services, including contact management, matter linked contact records, client intake workflow support, duplicate contact resolution, role based access controls, and administrative reporting. Configuration work emphasized matter centric contact linking and system level data administration, with SQL Server based application support noted in the firm technology profile.
ContactEase CRM was deployed alongside the firm technology landscape that includes systems such as NetDocuments, Elite, DocAuto, Carpe Diem, and Copitrak, all administered by the same application services organization. The narrative in firm records indicates coexistence with document management, timekeeping, and billing related applications rather than explicit third party integration details.
Governance and rollout were managed by the Application Services team and the Financial Systems Manager, with formal change management and project management practices applied during configuration and post go live support. Ongoing administration responsibilities included system configuration, user provisioning across practice groups, and database administration consistent with the firm level ownership of ContactEase CRM.
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Buyer Intent: Companies Evaluating ContactEase CRM
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