# 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. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 (4,471)](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 (4,372) Value For Money 0.0 (0) Value For Money 4.3 (3,504) Customer Service 0.0 (0) Customer Service 4.4 (3,513) ## SurePoint CRM alternatives [4.3 (6,983)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,316)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,791)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about SurePoint CRM Overview ### What company size and specific industries is SurePoint CRM built for? SurePoint CRM is designed for law firms of varying sizes that need a CRM built for the legal industry. It is aimed at legal practices looking to strengthen client relationships, support attorney adoption, and generate new business, making it a fit for firms focused on legal services rather than general business use. Features and Usability ### What are the key features of SurePoint CRM? SurePoint CRM offers contact management, lead capture, lead management, and sales pipeline management for tracking prospects and deals. It also includes email management, campaign management, marketing automation, reporting and analytics, customizable reports, activity tracking, calendar management, alerts and notifications, and third-party integrations. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does SurePoint CRM integrate with? SurePoint CRM integrates with 6 platforms, including Constant Contact and HubSpot CRM for marketing and customer data, plus SurePoint, SurePoint Finance Core, SurePoint Practice Pro, and Vuture by Marigold. These catalog integrations connect CRM activity with email marketing, finance, and practice management workflows. Getting Started and Support ### What training and onboarding options does SurePoint CRM offer? SurePoint CRM provides in person training, live online sessions, webinars, and documentation. In person and live online formats support guided instruction, webinars can cover product topics for groups, and documentation gives users written reference material for self-paced review. Getting Started and Support ### What customer support options does SurePoint CRM offer? SurePoint CRM provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be characterized beyond the listed channels. ## 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.