Skip to content
SPECIFICTION
Get listed

CasePeer vs SurePoint CRM

CasePeer

casepeer.com

SurePoint CRM

surepoint.com

Side by side

FigureCasePeerSurePoint CRM
Price from$79/mo—
Free plan——
Free trial——
Open source——
WebYesYes
iOS—Yes
APIYes—
Plans published30
Spec score · Legal CRM Software8.5 (#7)6.9 (#30)
ComplianceCasePeer's operator 8am states that it maintains an active compliance program with a current SOC 2 Type 2 attestation and PCI DSS v4.0.1 compliance through LawPay.SurePoint says it maintains SOC 2 Type II and PCI-DSS frameworks.
Founded20151982
HeadquartersAustin, Texas, USASurePoint Technologies lists its address as 9442 N Capital of Texas Hwy, Suite 400, Austin, Texas 78759.
SupportSupport is available by live chat, email, and phone, with U.S.-based support Monday through Friday from 7 a.m. to 7 p.m. Central Time and 24/7 self-serve resources.SurePoint offers Standard and Premium Client Support, with optional specialized services.

Plans

CasePeer

  • Basic$79 a month
  • Pro$119 a month
  • Advanced$149 a month

CasePeer pricing →

SurePoint CRM

No plans published.

SurePoint CRM pricing →

In their own words

CasePeer

CasePeer has no write-up on Specifiction yet; its figures are above.

Visit casepeer.com

SurePoint CRM

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.

Visit surepoint.com