SurePoint CRM
surepoint.com
What it is
SurePoint CRM is a relationship-management and business-development tool for law firms, formerly called ContactEase. It centralizes client and prospect contacts for firmwide knowledge sharing, collaboration, and business development. Attorneys can search records by name, company, or category on mobile devices, then call, text, or email contacts. Outlook integration lets users work with familiar tools. Marketing functions include mailing-list management, built-in email campaigns, and 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 connects relationship data with SurePoint Financial Management software for a wider view of clients and business performance. Cirrom integration can identify blank fields, incorrect values, and duplicate records. SurePoint lists multi-factor authentication, single sign-on, role-based access, audit logging, and encryption in transit and at rest. It says it maintains SOC 2 Type II and PCI-DSS frameworks. The CRM runs on iOS and the web. SurePoint directs customers to its Help Center for support. Pricing is on request, with no listed free plan or trial.
Spec sheet
- Purpose
- SurePoint CRM is a relationship management and business development tool designed for law firms.Read 9 Oct 2026 · surepoint.com
- Security
- SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls.Read 9 Oct 2026 · surepoint.com
- Compliance
- SurePoint says it maintains SOC 2 Type II and PCI-DSS frameworks.Read 9 Oct 2026 · surepoint.com
- Support
- SurePoint offers Standard and Premium Client Support, with optional specialized services.Read 9 Oct 2026 · surepoint.com
- Headquarters
- SurePoint Technologies lists its address as 9442 N Capital of Texas Hwy, Suite 400, Austin, Texas 78759.Read 9 Oct 2026 · surepoint.com
- Founded
- 1982Read 28 Sep 2026 · surepoint.com
- 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.Read 9 Oct 2026 · surepoint.com
- Additional integration
- SurePoint says ContactEase integrates with Cirrom to identify CRM data quality issues such as blank fields, incorrect values, and duplicate records.Read 9 Oct 2026 · surepoint.com
- Availability and pricing
- The product page offers a demo request and does not list a price, trial, or free plan.Read 9 Oct 2026 · surepoint.com
- Business development
- Built-in tracking and reporting include win/loss ratio reports and tools to identify relationship owners and cross-selling opportunities.Read 9 Oct 2026 · surepoint.com
- Company experience
- SurePoint says it has more than 40 years of experience serving the legal industry.Read 9 Oct 2026 · surepoint.com
- Constant Contact
- SurePoint CRM offers an integration with Constant Contact for managing lists and tracking engagement.Read 9 Oct 2026 · surepoint.com
- Contact database
- It centralizes firm contact data to support knowledge sharing, collaboration, and business development.Read 9 Oct 2026 · surepoint.com
- Contact management
- The product centralizes client and prospect contact data to support firmwide collaboration and business development.Read 9 Oct 2026 · surepoint.com
- Financial management
- ContactEase connects relationship data with SurePoint Financial Management software for a broader view of clients and business performance.Read 9 Oct 2026 · surepoint.com
- Financial management connection
- ContactEase connects relationship data with SurePoint Financial Management software to provide a view of clients and business performance.Read 9 Oct 2026 · surepoint.com
- Marketing
- Features include mailing list management, a built-in email campaign tool, and an integration with Constant Contact.Read 9 Oct 2026 · surepoint.com
- Marketing tools
- List Manager helps users organize mailing lists, and the CRM includes an email campaign tool.Read 9 Oct 2026 · surepoint.com
- Mobile access
- Attorneys can search CRM data by name, company, or category and call, text, or email contacts from mobile devices.Read 9 Oct 2026 · surepoint.com
- Outlook
- The CRM integrates with Outlook, which SurePoint says helps attorneys get started without additional training.Read 9 Oct 2026 · surepoint.com
- Outlook integration
- The page says SurePoint CRM integrates with Outlook so attorneys can use familiar tools to manage contacts.Read 9 Oct 2026 · surepoint.com
- Product name
- SurePoint CRM was formerly called ContactEase.Read 9 Oct 2026 · surepoint.com
- Tracking and reporting
- Built-in tools track business development activity and provide win/loss ratio reports and data analysis.Read 9 Oct 2026 · surepoint.com
Strong points and limits
Strong points
- Centralized client and prospect contact data
- Outlook integration for familiar workflows
- Mobile calling, texting, and emailing
- Campaign, mailing-list, and Constant Contact tools
- Business-development and win/loss reporting
Limits
- Pricing is on request
- No free plan or trial is listed
- Available on iOS and web only
Who it suits
It is designed for law firms, particularly mid-sized firms, and their attorneys managing client relationships and business development. Teams needing Outlook, marketing, reporting, and financial-management connections may find it suitable.
Verdict
SurePoint CRM combines legal-firm contact management with marketing, relationship reporting, and integrations for Outlook and financial management. Its security controls and data-quality connection add administrative coverage, while buyers must request pricing.
Where Specifiction places it
- Legal CRM Software#30 of 346.9
