--- title: "SurePoint CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SurePoint CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/119731/ContactEase/" page_type: "product" language: "en" --- # SurePoint CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 21, 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 Free version not included 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 (4,484)](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 (4,385) Value For Money 0.0 (0) Value For Money 4.3 (3,514) Customer Service 0.0 (0) Customer Service 4.4 (3,524) ## SurePoint CRM alternatives [4.4 (18,807)](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 [4.3 (6,996)](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 (743)](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 [4.5 (825)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% 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 all sizes that need a CRM built for the legal industry. It is suited to legal practices focused on strengthening client relationships, encouraging attorney adoption, and generating new business through a system tailored to law firm workflows. 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 campaign management, email marketing, segmentation, reporting and analytics, customizable reports, alerts and notifications, calendar management, mobile access, and third-party integrations. Integrations ### Which third-party tools and platforms does SurePoint CRM integrate with? SurePoint CRM connects to Constant Contact, HubSpot CRM, SurePoint, SurePoint Finance Core, SurePoint Practice Pro, and Vuture by Marigold. These integrations cover marketing automation, CRM, finance, and practice management tools, giving firms a connected set of platforms for client data and communication. 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 options support guided setup and instruction, webinars cover scheduled group learning, and documentation offers written reference material for self-paced review and feature lookup. 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 on support is available here, so user experience details such as response speed or helpfulness cannot be stated. ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) SurePoint CRM supports all three features that reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each sales stage, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into revenue opportunities, and build stronger customer relationships. 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 ### All Features - 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 - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Segmentation: Group leads or contacts based on their specific characteristics - Third-Party Integrations: 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.