Customer

  • Susquehanna River
  • Delaware River
  • Palisades next to Hudson River
  • Niagara Falls along New York

MyCEO ContactManager is a powerful and easy to use client relationship management (CRM) system, uniquely designed for the Professional Services Market. With thousands of users in legal, marketing, accounting, and the secretarial professions, our Contact Manager greatly increases the knowledge of clients and prospects for the business enterprise. Contact Manager optimizes the matter intake process, uncovers client and prospect relations, identifies new and existing opportunities, speeds up the process for effective marketing campaigns, and helps users share valuable knowledge about their customer base. Contact Manager is easily integrated with financial practice management systems such as Elite, Aderant, Fortuna, and more.

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