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Onpipeline vs SurePoint CRM

Onpipeline

onpipeline.com

SurePoint CRM

surepoint.com

Side by side

FigureOnpipelineSurePoint CRM
Price from$25/mo—
Free plan——
Free trialYes—
Open source——
WebYesYes
iOS—Yes
APIYes—
Plans published40
Spec score · Legal CRM Software8.4 (#11)6.9 (#30)
Founded20191982
Mobile accessOnpipeline provides a responsive mobile-browser experience and says it has no native iOS or Android application.Attorneys can search CRM data by name, company, or category and call, text, or email contacts from mobile devices.

Plans

Onpipeline

  • Pipeline$25 a month
  • Standard$39 a month
  • Advanced$58 a month
  • EnterprisePriced on request

Onpipeline pricing →

SurePoint CRM

No plans published.

SurePoint CRM pricing →

In their own words

Onpipeline

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

Visit onpipeline.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