SurePoint CRM
SurePoint CRM is a relationship management and business development tool for law firms, formerly called ContactEase.
What SurePoint CRM is
SurePoint CRM is a relationship management and business development tool for law firms, formerly called ContactEase. It centralizes client and prospect contact data to support firmwide collaboration and business development. Attorneys can search contacts by name, company, or category on mobile devices, then call, text, or email them. SurePoint says its Outlook integration lets attorneys work with familiar tools. Marketing features include mailing-list management, email campaigns, and a Constant Contact integration for list management and engagement tracking. Reporting covers business development activity and win/loss ratios, with tools to identify relationship owners and cross-selling opportunities. ContactEase also 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, and says it maintains SOC 2 Type II and PCI-DSS frameworks. It 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.
Good
- Centralizes client and prospect contact data
- Mobile contact search with calling, texting, and email
- Includes mailing-list and email campaign tools
- Lists MFA, SSO, audit logging, and encryption
Watch out
- Pricing is on request
- No free plan or trial is listed
- Available on iOS and web
Who it suits
It suits law firms seeking a shared contact database tied to business development and marketing activity. Attorneys who want mobile contact access and Outlook integration may find its listed tools relevant.
Verdict
SurePoint CRM focuses on law firm relationships, marketing, and business development reporting. Firms should request pricing and a demo to assess whether its capabilities fit their needs.
The facts
Each one read from SurePoint CRM's own pages, with the date it was checked.
What it does
- Additional integration
- SurePoint says ContactEase integrates with Cirrom to identify CRM data quality issues such as blank fields, incorrect values, and duplicate records.checked 9 Oct 2026
- Availability and pricing
- The product page offers a demo request and does not list a price, trial, or free plan.checked 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.checked 9 Oct 2026
- Compliance
- SurePoint says it maintains SOC 2 Type II and PCI-DSS frameworks.checked 9 Oct 2026
- Constant Contact
- SurePoint CRM offers an integration with Constant Contact for managing lists and tracking engagement.checked 9 Oct 2026
- Contact database
- It centralizes firm contact data to support knowledge sharing, collaboration, and business development.checked 9 Oct 2026
- Contact management
- The product centralizes client and prospect contact data to support firmwide collaboration and business development.checked 9 Oct 2026
- Financial management
- ContactEase connects relationship data with SurePoint Financial Management software for a broader view of clients and business performance.checked 9 Oct 2026
- Financial management connection
- ContactEase connects relationship data with SurePoint Financial Management software to provide a view of clients and business performance.checked 9 Oct 2026
- Marketing
- Features include mailing list management, a built-in email campaign tool, and an integration with Constant Contact.checked 9 Oct 2026
- Marketing tools
- List Manager helps users organize mailing lists, and the CRM includes an email campaign tool.checked 9 Oct 2026
- Mobile access
- Attorneys can search CRM data by name, company, or category and call, text, or email contacts from mobile devices.checked 9 Oct 2026
- Outlook
- The CRM integrates with Outlook, which SurePoint says helps attorneys get started without additional training.checked 9 Oct 2026
- Outlook integration
- The page says SurePoint CRM integrates with Outlook so attorneys can use familiar tools to manage contacts.checked 9 Oct 2026
- Product name
- SurePoint CRM was formerly called ContactEase.checked 9 Oct 2026
- Purpose
- SurePoint CRM is a relationship management and business development tool designed for law firms.checked 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.checked 9 Oct 2026
- Support
- SurePoint directs CRM (ContactEase) users to its Help Center for support resources and contact information.checked 9 Oct 2026
- Tracking and reporting
- Built-in tools track business development activity and provide win/loss ratio reports and data analysis.checked 9 Oct 2026
The company
- 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.checked 9 Oct 2026
- Company experience
- SurePoint says it has more than 40 years of experience serving the legal industry.checked 9 Oct 2026
- Founded
- 1982checked 28 Sep 2026
- Headquarters
- SurePoint Technologies lists its address as 9442 N Capital of Texas Hwy, Suite 400, Austin, Texas 78759.checked 9 Oct 2026
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