Top 10 SurePoint CRM Alternatives & Competitors

Top 10 Alternatives to SurePoint CRM Recently Reviewed By G2 Community

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Clio Manage
By Clio
4.6/5
(995)
Product Description
Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.
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Reviewers say compared to SurePoint CRM, Clio Manage is:
Better at support
Better at meeting requirements
More usable
Categories in common with SurePoint CRM:
Legal CRM

8am MyCase
By 8am
4.4/5
(354)
Product Description
8am MyCase is a web-based legal practice management software for the modern law firm.
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Reviewers say compared to SurePoint CRM, 8am MyCase is:
Better at support
Better at meeting requirements
More usable
Categories in common with SurePoint CRM:
Legal CRM

CosmoLex
By ProfitSolv
4.2/5
(315)
Product Description
CosmoLex is cloud-based law practice management software that includes billing, trust (IOLTA) accounting, calendaring & task management.
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Reviewers say compared to SurePoint CRM, CosmoLex is:
Better at support
More expensive
Better at meeting requirements
Categories in common with SurePoint CRM:
Legal CRM

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8am CasePeer
By 8am
4.7/5
(187)
Product Description
CASEpeer is a comprehensive case management software for personal injury attorneys.
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Reviewers say compared to SurePoint CRM, 8am CasePeer is:
More expensive
Better at support
More usable
Categories in common with SurePoint CRM:
Legal CRM

Rocket Matter
By ProfitSolv
4.3/5
(173)
Product Description
Rocket Matter is a cloud based practice management system for small and mid-sized law firms. Rocket Matter offers a complete legal software trusted by law firms to run their practice and improve their bottom line.
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Reviewers say compared to SurePoint CRM, Rocket Matter is:
Better at support
Better at meeting requirements
More usable
Categories in common with SurePoint CRM:
Legal CRM

PracticePanther
By Paradigm
4.3/5
(113)
Product Description
Simple and secure law practice management software for lawyers and firms. Case management, time tracking, & more
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Reviewers say compared to SurePoint CRM, PracticePanther is:
Better at support
Better at meeting requirements
More usable
Categories in common with SurePoint CRM:
Legal CRM

Tabs3 Software
By ProfitSolv
4.4/5
(93)
Product Description
Tabs3 Software offers intuitive legal billing and practice management solutions that combine security with advanced performance. Our fully integrated suite of products features unmatched customizability with flexible, work-anywhere functionality and outstanding, U.S.-based support.
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Reviewers say compared to SurePoint CRM, Tabs3 Software is:
More expensive
Better at support
Better at meeting requirements
Categories in common with SurePoint CRM:
Legal CRM

Clio Grow
By Clio
4.4/5
(26)
Product Description
Clio Grow is a cloud-based client intake and legal client relationship management (CRM) software designed to transform how law firms attract, retain, and manage prospective clients. By automating and streamlining the client intake process, Clio Grow enables legal professionals to deliver personalized and efficient client experiences, reducing administrative overhead and enhancing firm productivity. Key Features and Functionality: - Client Relationship Management (CRM): Organize and track potential clients using customizable tags within a centralized Lead Inbox and Matter Pipeline, ensuring no opportunity is overlooked. - Online Intake Forms: Create and share custom intake forms accessible from any device, syncing them directly to matters to eliminate manual errors and redundant data entry. - E-signatures and Document Automation: Generate, review, and send custom, password-protected documents, forms, and agreements for secure online signing, expediting the documentation process. - Workflow and Email Automation: Develop step-by-step templates and automate client intake workflows to ensure consistent communication and prevent missed billable opportunities. - Reporting and Data Insights: Customize in-depth reports from an intuitive dashboard to identify revenue drivers and boost productivity through data-driven decisions. Primary Value and Solutions Provided: Clio Grow addresses the critical challenge law firms face in managing the entire client journey—from initial contact to case closure. By automating client intake and relationship management processes, it reduces administrative tasks, minimizes errors, and enhances client engagement. This leads to increased efficiency, higher client satisfaction, and improved profitability for law firms. Additionally, when integrated with Clio Manage, Clio's practice management software, firms benefit from a comprehensive end-to-end solution that synchronizes client data across the entire lifecycle, providing seamless management and insightful reporting capabilities.
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Reviewers say compared to SurePoint CRM, Clio Grow is:
Better at support
More usable
Better at meeting requirements
Categories in common with SurePoint CRM:
Legal CRM

InterAction+
By LexisNexis
3.7/5
(17)
Product Description
InterAction® is a Relationship Intelligence solution for Legal and Professional Services firms
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Reviewers say compared to SurePoint CRM, InterAction+ is:
More expensive
Categories in common with SurePoint CRM:
Legal CRM