Actionstep vs SurePoint CRM
| Actionstep | SurePoint CRM | |
|---|---|---|
| Platforms | Android, iOS | iOS, Web |
| Free plan | No | |
| Trust accounting | Yes | |
| Client intake forms | Yes | |
| Client intake | Yes | |
| Client portal | Yes | |
| Document automation | Yes | |
| Time tracking | Yes | |
| Billing and payments | Yes | |
| Mobile apps | Yes | |
| Referral tracking | Yes | |
| Email and SMS | Yes |
Listed together in Best Legal CRM Software