What ContactEase does

ContactEase is a privately held CRM and marketing automation platform purpose-built for professional service firms. According to its firmographic profile, the product is "uniquely made for the specific business practices of professional service firms," positioning the company as a vertical-specialist alternative to horizontal CRM suites, with go-to-market focused on the workflows, contact management needs, and marketing automation patterns common to legal, accounting, consulting, financial advisory, and similar professional practices.

The company is headquartered in Idaho City, United States, was founded in 1991, and operates as a for-profit private company with 11-50 employees. Its long operating tenure (over 30 years) suggests an installed base of long-tenured customers whose contact data, drip campaigns, and practice-specific automation rules constitute workflow lock-in. Public technical detail on the platform architecture, integrations, or proprietary feature set is not disclosed in the source data; no app, SDK, API, or AI capability is documented.

ContactEase sells via a quote-based pricing model that is not publicly disclosed, consistent with a vertical SMB-to-mid-market sales motion where deal sizes are negotiated rather than self-served. No revenue figures, funding rounds, customer logos, partnerships, management team, or office locations beyond the Idaho City headquarters are disclosed in the source material, which limits visibility into commercial scale, capitalization, and customer mix.

Name

ContactEase

Website

https://contactease.com

Company type

Private

Founded year

1991

Headcount range

11–50 employees

Short description

ContactEase is a privately held CRM and marketing automation platform purpose-built for professional service firms. Founded in 1991 and headquartered in Idaho City, US, the company sells quote-based subscriptions to a niche vertical market with 11-50 employees.

Ownership category

akta.pro rank

Product category

Professional Services CRM Software

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation & Campaign Management CRM (HDAEAFAB)

akta.pro secondary industries

Customer Service, Support & Contact Center CRM (HDAEAFAC), Customer Success & Account Management CRM (HDAEAFAD)

Keywords

• CRM software
• Marketing automation
• Professional services CRM
• Contact management
• Client relationship management

Headquarters

HQ city

Idaho City

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Core offering

ContactEase provides a CRM and marketing automation solution built specifically for the business practices of professional service firms. The product centralizes contact management, client engagement, and marketing workflows tailored to the relationship-driven operations of its target customers.

Differentiator

Problem solved

Functional benefit

Products and services

• ContactEase CRM & Marketing Automation

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• ActiveCampaign: ActiveCampaign delivers CRM plus marketing automation for SMBs, including professional services segments. Comparable on combined CRM + automation functionality and pricing tier.
• Pipedrive: Pipedrive is a CRM-centric platform with growing marketing automation capabilities, targeting SMBs and service businesses. Comparable on CRM-led workflow and SMB customer profile.
• Accelo: Accelo is a CRM and PSA platform purpose-built for professional service firms (agencies, consultancies, accountants). Most direct vertical peer given shared target market and workflow focus.
• HubSpot: HubSpot offers a combined CRM and marketing automation platform serving SMBs and mid-market professional services firms. Closest direct peer in bundled CRM + automation, though it serves a much broader audience.
• Insightly: Insightly offers CRM with marketing automation for small and mid-sized businesses, including professional services. Comparable in customer profile and integrated automation offering.
• Keap (Infusionsoft): Keap provides CRM and marketing automation targeted at small businesses and solo professional service providers. Comparable in product scope, target customer profile, and bundled automation approach.
• Zoho CRM: Zoho CRM is part of a broader suite including marketing automation (Zoho Campaigns), serving SMBs including professional service firms. Comparable in offering bundled CRM + automation at SMB price points.

Broad incumbents

• Mailchimp: Mailchimp is a leading marketing automation platform with added CRM capabilities, widely used by professional service firms. Comparable on the marketing automation side of the offering.
• Constant Contact: Constant Contact provides email and marketing automation tools widely adopted by professional services and small businesses. Adjacent competitor on the marketing automation layer of the stack.
• Salesforce: Salesforce is the dominant horizontal CRM with marketing automation (Marketing Cloud / Pardot), serving enterprises and increasingly smaller professional service firms. Sets the competitive ceiling on feature expectations.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/ContactEase

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ContactEase