SurePoint CRM

Paid#5 of 34 in Legal CRM Software

SurePoint CRM: A mature law-firm CRM for relationship marketing, reporting, and referrals. Ranked #5 of 34 in Legal CRM Software by our editors (8.3/10); pricing: Pricing on request; best for established firms focused on relationship marketing.

8.3/10★★★★☆Editor score

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At a glance

• Editor score
  8.3 / 10
• Pricing
  Pricing on request
• Best for
  Established firms focused on relationship marketing
• Founded
  1982 · Austin, Texas, United States
• Facts checked
  22 Sep 2026

• Where it wins

  • Centralizes client and prospect relationship data across the firm
  • Supports email campaigns, mailing lists, and contact categorization
  • Tracks business development and analyzes referral sources

• Where it doesn't

  • Intake and pipeline depth are limited
  • Available through the web and cloud deployment only
  • Pricing requires contacting sales rather than selecting a published plan

Our verdict on SurePoint CRM

SurePoint CRM is a cloud-based relationship-management platform for law firms. Formerly known as ContactEase, it centralizes client and prospect contact management while giving firms shared relationship data, collaboration tools, mailing-list management, contact categorization, email campaigns, business-development tracking, reporting, and referral-source analysis. Its positioning fits mid-market and enterprise firms that want a firmwide view of relationships and a structured approach to client development and marketing activity.

The product’s ecosystem is focused on legal relationship marketing rather than general-purpose sales operations. Microsoft Outlook and Constant Contact integrations support communication and campaign workflows, while connections with legal marketing automation platforms extend its fit within a law firm’s existing marketing stack. Referral tracking and email functionality are part of the category fit, and the platform adds reporting for business development and referral sources. Firms evaluating it should consider how these integrations align with their current marketing processes and how much data-sharing consistency they need across offices or teams.

Pricing follows a contact-sales model, with the vendor directing prospects toward a demo or sales conversation. SurePoint Technologies supports the product with email, ticket, and documentation channels, and the published compliance coverage includes SOC 2, ISO 27001, PCI DSS, SSO/SAML, and two-factor authentication. The main boundary is functional depth: firms needing more developed intake or pipeline capabilities may prefer a product centered on those workflows. SurePoint CRM is a stronger fit for established firms prioritizing relationship visibility, campaigns, business-development reporting, and referral analysis than for teams seeking a narrowly focused intake or sales-pipeline system.

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SurePoint CRM pricing

SurePoint CRM fact sheet

SurePoint CRM integrations

SurePoint CRM lists 3 integrations on its own site.

• Microsoft Outlook
• Constant Contact
• Legal marketing automation platforms

Alternatives to SurePoint CRM

• InterAction+A relationship-focused legal CRM for firms that prioritize referrals and business development.9.1
• CGClio GrowA focused legal intake CRM for firms prioritizing lead conversion.8.8
• LawmaticsA broad legal CRM for firms prioritizing automated intake and conversion.8.7

See all SurePoint CRM alternatives →

SurePoint CRM vs the competition

• SurePoint CRM vs InterAction+
• CGSurePoint CRM vs Clio Grow
• SurePoint CRM vs Lawmatics
• SurePoint CRM vs Law Ruler
• CISurePoint CRM vs Captorra Intake
• SurePoint CRM vs CosmoLex

Compare SurePoint CRM with any tool side by side →

Featured on iTechGuides

SurePoint CRM is listed in our Legal CRM Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update