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Loi vs SurePoint CRM

Both stand on legal crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Loi

Paid Web

Loi centralizes prospective-client intake and offers integrations with common communication and law-firm tools listed by the maker. Its beta status and per-user monthly charge are important considerations.

Visit Loi

SurePoint CRM

Paid iPhoneWeb

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.

Visit SurePoint CRM

The facts

LoiSurePoint CRM
Free planNoNot published
Open sourceNot publishedNot published
Runs onWebiPhone, Web
Lowest paid planBeta: $15 a monthNot published
Plans published1None
MakerNot publishedNot published
Websiteloi.lawsurepoint.com
On legal crm software#29 of 35#33 of 35

Loi: what it does well

  • Combines calls, emails, and website inquiries.
  • Automatically prioritizes inquiries by best-fit clients.
  • Integrates with Twilio, Gmail, Outlook, OpenAI, and Clio.
  • Intake forms, email, and SMS are listed.
  • Client intake data is encrypted in transit and at rest.

What to know first

  • No free plan is listed.
  • The service is currently in beta.
  • Beta functionality may change or experience outages and errors.
  • Costs $15 a month per user.

SurePoint CRM: 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.

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