# SurePoint CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SurePoint CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/119731/ContactEase

---

# 

 SurePoint CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

Independent research methodology

Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

SurePoint CRM

## What is SurePoint CRM?

SurePoint CRM (formerly ContactEase) is the relationship and business development platform for law firms. With seamless Outlook integration, high adoption, and powerful BD tools, it helps firms strengthen relationships, uncover opportunities, and drive growth.

## What is SurePoint CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$0.01

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for SurePoint CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://surepoint.com&name=SurePoint CRM)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### SurePoint CRM

3.0 (1)

VS.

[4.5 (4,453)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$0.01

Other

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.4 (4,354)

Value For Money

0.0 (0)

Value For Money

4.3 (3,489)

Customer Service

0.0 (0)

Customer Service

4.4 (3,497)

## SurePoint CRM alternatives

[4.4 (18,768)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

[4.7 (727)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Highest Rated

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Contact Management

Manage, organize, and store contact information

SurePoint CRM 23 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Group leads or contacts based on their specific characteristics

Set up connections to third-party platforms to improve business processes

Get Advice

We can help you find the software with the features you need.

Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

Basic

$0.01

Other,

## Integrations

[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[

SurePoint Practice Pro](https://www.capterra.com/p/200358/SurePoint-Practice-Pro/)[

SurePoint Finance Core](https://www.capterra.com/p/121990/Coyote-Accounting/)[

SurePoint](https://www.capterra.com/p/135156/SurePoint/)[

Vuture by Marigold](https://www.capterra.com/p/163411/Vuture/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

## User reviews

Overall rating

3.0

Based on 1 reviews

Filter by rating

5(0)

4(0)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BK

Becca K.

Training & Development Coordinator

Law Practice

### "Not a Great Tool"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

September 23, 2021

Pros

I initially liked that it integrated well with Outlook.

Cons

The developers created a template to "lay on top" of the Outlook contacts . This made converting to our new software really really difficult. That template didn't export out of CE and in to Excel very well at all.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)