Liteo vs SurePoint CRM

Liteo is a CRM for businesses that sell products or services and continue to support customers afterward. It keeps contacts, businesses, deals, customizable pipelines, and follow-up dates together. Teams can save products and services in a catalog, add them to deals, and send PDF quotes. For installed products, they can record the item, its location, service history, and next due date. Tasks, notes, reminders based on natural-language dates, website lead forms, and CSV import and export are also included. Integrations include Meta Lead Ads, Pabbly, and Zapier, with an API for custom connections. Liteo’s MCP server can connect to Claude, ChatGPT, Codex, or Cursor using the user’s Liteo permissions. It does not read or sync Gmail; optional Outlook sync is in beta and starts with new mail from the connection date. Liteo runs on the web and through an API. Annual pricing is $7 per user per month, billed at $84 per user a year, and includes a 14-day trial; monthly pricing is $9 per user per month. A lifetime seat costs $99 once.

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.