SurePoint CRM

6.4easy start · #13of 34
in Legal CRM Software

Well documentedyes
Runs where you workno

Runs on iOS, Web.

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SurePoint CRM is ranked #13 of 34 in legal CRM software on The Geeks Club. It runs on iOS, Web.

Compared on legal CRM software

Referral tracking: Yes
Email and SMS: Yes

Best SurePoint CRM alternatives

See all 20

Referent Lesson 17.6 MapleConnect Lesson 27.4 CosmoLex Lesson 37.0 Legal Authority Lesson 46.7 Senitix CRM Lesson 56.7 CaseDesk Lesson 66.6

The record

Purpose: SurePoint CRM is a relationship management and business development tool designed for law firms.
Product name: SurePoint CRM was formerly called ContactEase.
Outlook: The CRM integrates with Outlook, which SurePoint says helps attorneys get started without additional training.
Contact database: It centralizes firm contact data to support knowledge sharing, collaboration, and business development.
Mobile access: Attorneys can search CRM data by name, company, or category and call, text, or email contacts from mobile devices.
Marketing: Features include mailing list management, a built-in email campaign tool, and an integration with Constant Contact.
Tracking and reporting: Built-in tools track business development activity and provide win/loss ratio reports and data analysis.
Financial management: ContactEase connects relationship data with SurePoint Financial Management software for a broader view of clients and business performance.
Additional integration: SurePoint says ContactEase integrates with Cirrom to identify CRM data quality issues such as blank fields, incorrect values, and duplicate records.
Security: SurePoint lists MFA, SSO, role-based access controls, audit logging, and encryption in transit and at rest among its security controls.
Compliance: SurePoint says it maintains SOC 2 Type II and PCI-DSS frameworks.
Support: SurePoint directs CRM (ContactEase) users to its Help Center for support resources and contact information.
Company: SurePoint's About page says the company has more than 40 years of legal industry experience and focuses on helping mid-sized law firms.
Contact management: The product centralizes client and prospect contact data to support firmwide collaboration and business development.

Where it ranks on The Geeks Club

Best Legal CRM Software in 2026#13 of 34

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Sources

surepoint.com/client-relationship-management/· checked 9 Oct 2026
surepoint.com/resources/news/surepoint-partners-with-· checked 9 Oct 2026
surepoint.com/security/· checked 9 Oct 2026
surepoint.com/about-us/· checked 9 Oct 2026