SurePoint CRM

Paid iPhoneWeb

What SurePoint CRM is

SurePoint CRM is a relationship management and business development tool for law firms, formerly known as ContactEase. It centralizes client and prospect contact data for firmwide collaboration. On iOS, attorneys can search contacts by name, company, or category and call, text, or email them. SurePoint says its Outlook integration lets attorneys work with familiar tools. Marketing features include mailing list management and email campaigns, with a Constant Contact integration for list management and engagement tracking. Built-in reporting tracks business development activity and win/loss ratios, and helps identify relationship owners and cross-selling opportunities. ContactEase connects relationship data with SurePoint Financial Management software for a view of clients and business performance. SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest. The company says it maintains SOC 2 Type II and PCI-DSS frameworks. The CRM is available on iOS and the web. Pricing is on request; the product page offers a demo request but lists no price, free plan, or trial.

Who it suits

SurePoint CRM is intended for law firms seeking shared contact management and business development tools. Its mobile search, marketing features, and reporting may suit attorneys and teams managing client relationships.

What it does well

Centralizes client and prospect contact data.
Mobile users can call, text, or email contacts.
Includes mailing list and email campaign tools.
Reports business development activity and win/loss ratios.

What to know first

Pricing is available on request.
No free plan or trial is listed.

Getting started

Visit the SurePoint CRM website.
Request a demo from the product page.
Use the web version or iOS app to access the CRM.
Connect Outlook to manage contacts with familiar tools.

Verdict

SurePoint CRM brings contact management, marketing, reporting, and financial management connections together for law firms. Buyers must request pricing, and no free plan or trial is listed.

Questions

How much does SurePoint CRM cost?

SurePoint lists the pricing model as paid, with pricing available on request.

Is there a free plan or trial?

The product information says there is no free plan and does not list a trial.

Which platforms does SurePoint CRM support?

The listed platforms are iOS and web.

What marketing tools does it include?

It includes mailing list management and an email campaign tool, with a Constant Contact integration for list management and engagement tracking.

Does it integrate with Outlook?

Yes. SurePoint CRM integrates with Outlook.

Who makes SurePoint CRM?

SurePoint makes the product. The company is headquartered in Austin, Texas, and was founded in 1982.

Facts from SurePoint CRM's own pages

Additional integration: SurePoint says ContactEase integrates with Cirrom to identify CRM data quality issues such as blank fields, incorrect values, and duplicate records. · surepoint.com, 9 Oct 2026
Availability and pricing: The product page offers a demo request and does not list a price, trial, or free plan. · surepoint.com, 9 Oct 2026
Business development: Built-in tracking and reporting include win/loss ratio reports and tools to identify relationship owners and cross-selling opportunities. · surepoint.com, 9 Oct 2026
Company: SurePoint's About page says the company has more than 40 years of legal industry experience and focuses on helping mid-sized law firms. · surepoint.com, 9 Oct 2026
Company experience: SurePoint says it has more than 40 years of experience serving the legal industry. · surepoint.com, 9 Oct 2026
Compliance: SurePoint says it maintains SOC 2 Type II and PCI-DSS frameworks. · surepoint.com, 9 Oct 2026
Constant Contact: SurePoint CRM offers an integration with Constant Contact for managing lists and tracking engagement. · surepoint.com, 9 Oct 2026
Contact database: It centralizes firm contact data to support knowledge sharing, collaboration, and business development. · surepoint.com, 9 Oct 2026
Contact management: The product centralizes client and prospect contact data to support firmwide collaboration and business development. · surepoint.com, 9 Oct 2026
Financial management: ContactEase connects relationship data with SurePoint Financial Management software for a broader view of clients and business performance. · surepoint.com, 9 Oct 2026
Financial management connection: ContactEase connects relationship data with SurePoint Financial Management software to provide a view of clients and business performance. · surepoint.com, 9 Oct 2026
Founded: 1982 · surepoint.com, 28 Sept 2026
Headquarters: SurePoint Technologies lists its address as 9442 N Capital of Texas Hwy, Suite 400, Austin, Texas 78759. · surepoint.com, 9 Oct 2026
Marketing: Features include mailing list management, a built-in email campaign tool, and an integration with Constant Contact. · surepoint.com, 9 Oct 2026
Marketing tools: List Manager helps users organize mailing lists, and the CRM includes an email campaign tool. · surepoint.com, 9 Oct 2026
Mobile access: Attorneys can search CRM data by name, company, or category and call, text, or email contacts from mobile devices. · surepoint.com, 9 Oct 2026
Outlook: The CRM integrates with Outlook, which SurePoint says helps attorneys get started without additional training. · surepoint.com, 9 Oct 2026
Outlook integration: The page says SurePoint CRM integrates with Outlook so attorneys can use familiar tools to manage contacts. · surepoint.com, 9 Oct 2026
Product name: SurePoint CRM was formerly called ContactEase. · surepoint.com, 9 Oct 2026
Purpose: SurePoint CRM is a relationship management and business development tool designed for law firms. · surepoint.com, 9 Oct 2026
Security: SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls. · surepoint.com, 9 Oct 2026
Support: SurePoint directs CRM (ContactEase) users to its Help Center for support resources and contact information. · surepoint.com, 9 Oct 2026
Tracking and reporting: Built-in tools track business development activity and provide win/loss ratio reports and data analysis. · surepoint.com, 9 Oct 2026

Where SurePoint CRM stands on Freedom251

Legal CRM Software#31 of 34