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SurePoint CRM Reviews & Product Details

SurePoint CRM is specifically designed for law firms looking to streamline client relationship management without the overwhelming complexity typical of many CRM systems. Unlike traditional CRMs that require extensive training and additional resources, SurePoint CRM is known for its simplicity, ease of use, and high adoption rate. With seamless Outlook integration, lawyers and support staff can access and update information directly within the tools they use every day, minimizing the learning curve and maximizing efficiency from the start. ContactEase enables law firms, attorneys, and their marketing teams to easily leverage relationship data, understand business development activities, and identify patterns that lead to new client engagements. In addition to core CRM capabilities, SurePoint provides a suite of relationship management tools tailored to law firms, including enterprise relationship management, list management, email campaign integration, and built-in tracking templates for business development. This makes it easier for firms to manage contacts, track engagement, and measure the impact of their marketing and business development efforts, all within a single, user-friendly platform. Lawyers appreciate SurePoint CRM for its intuitive interface and direct Outlook integration, allowing them to capture critical client interactions without disrupting their workflows. Legal marketing teams love it because it enables them to demonstrate the value of their efforts through easily accessible data and insights. With SurePoint, firms can streamline client relationship management, gain better business insights, and uncover new growth opportunities. Combining simplicity and power, firms often see a rapid return on investment through increased engagement with clients and prospects, valuable relationship intelligence and insights, and a data-driven marketing strategy focused on the activities that lead to new business.

Seller

SurePoint Technologies

Discussions

SurePoint CRM Community

Languages Supported

English

Overview by

Sara Coffey

Pricing

Pricing provided by SurePoint CRM.

SurePoint CRM

1 User

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SurePoint CRM Reviews (15)

Reviews

SurePoint CRM Reviews (15)

Review Summary

Generated using AI from real user reviews

Users consistently praise the software for its ease of use and ability to streamline contact management, making it a valuable tool for enhancing communication and organization. Many appreciate how it integrates well with existing systems, allowing for efficient data handling. However, some users note that customization options are limited, which may restrict its adaptability for certain needs.

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Komal M.

Business Consultant

Mid-Market (51-1000 emp.)

5/16/2022

"ContactEase is flexible, efficient and easy-to-use data management tool"

4.5/5

What do you like best about SurePoint CRM?

Enables users to share and manage contact data and leverage marketing information to create new business.

Provides users with a flexible, efficient, and easy-to-use data management tool.

Streamlines contact data processes and provides professionals with current contact information to inform and enhance your firm’s marketing strategy. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

-Staff over-reliance on ContactEase may diminish customer loyalty through a bad experience.

-It may not suit every business.Certain businesses where customer transactions are highly standardised may not benefit from a ContactEase system.

-The benefits when the ContactEase system is in place, however, will far outweigh the initial time and productivity costs. Review collected by and hosted on G2.com.

Kushan V.

Project Manager

Mid-Market (51-1000 emp.)

10/11/2021

"A Confidential CRM for Maximum Lead Support and Elaborate Discussions."

4.5/5

What do you like best about SurePoint CRM?

ContactEase has the part that takes contacts from clients, allowing them to get used when some formal communication is required.

Also, ContactEase has a part that fosters customer support, allowing challenges to have immediate answers for easy functioning.

Lastly, ContactEase has super engagement mechanisms, very attentive to listening to customers. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

ContactEase has a magnificent work option, which is credible in managing the rapport and the relationships among all. More so, the mechanisms that ContactEase has in regards to sales and the marketing part allows a smooth sense of acknowledgment. Review collected by and hosted on G2.com.

Recommendations to others considering SurePoint CRM:

ContactEase has created a system that fosters truth and allows engagements to be formalized. More so, ContactEase initiates the reliability of the set contact details in a company concerning clients. Review collected by and hosted on G2.com.

What problems is SurePoint CRM solving and how is that benefiting you?

ContactEase has purposeful reasons, one of them being lead management. Again, ContactEase helps in introducing marketing methods that seem fruitful and direct. Lastly, ContactEase has the procedures to follow for formal communications. Review collected by and hosted on G2.com.

Priyanka P.

Regulatory Affairs Officer at Swiss Parenterals Ltd

Small-Business (50 or fewer emp.)

12/23/2021

"Review for Contactease"

4.5/5

What do you like best about SurePoint CRM?

With this software we can easily gather all the information and create a good database which helps us to connect easily with each other. This software mainly useful in the marketing survelliance to take the public opinion. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

Some of the database are customize so we can not share with everyone. For that admin permission is mendatory so this key feature may be create Problems. Data security is very low which need to improve . Review collected by and hosted on G2.com.

Rachna S.

Quality Assurance Analyst

Mid-Market (51-1000 emp.)

12/14/2021

"Easy to use for non tech savvy"

4.5/5

What do you like best about SurePoint CRM?

Easy to use

Quick upload speed for contact list

Email automation Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

Need better integration with 3rd party tools plus ui can be more interactive Review collected by and hosted on G2.com.

Verified User in Package/Freight Delivery

Small-Business (50 or fewer emp.)

1/12/2022

"Great contact efficiency"

5/5

What do you like best about SurePoint CRM?

Caller information for our systems integrated use Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

I have yet to discover any if any things about the software that I dislike Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

6/8/2021

"Ease makes the outreach seamless and saves you any headache associated with completing."

4/5

What do you like best about SurePoint CRM?

The ease of reaching out to your contacts is what is best about Contactease. Contactease is precisely what the name is, an easy way to connect with your contacts and get their information. The streamlining of this ability is a timesaver when working on communication outreach to consituants. Additionally, the ability to view all those who are open to commnication and pull outreach lists is very simple to use and overall expedites the process for you while working on connecting with your contacts. The ability to streamline this with social media for integration is also a very wonderful benefit of Contactease. This proves that they platform overall has an understanding of what businesses/ orgnaizations need with their ability to connect with contacts. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

There is not much that I can say that I dislike. A minor change I would make, but this is very, very little. This one downside is, there were times that I felt the layout of the program could be better to make it easier to maneuver through the platform. Other than that, nothing directly comes to mind when I am thinking about Contactease that is of concern. Review collected by and hosted on G2.com.

Recommendations to others considering SurePoint CRM:

I would highly suggest giving Contactease a try if you are on the fence. I Guarantee that you will not regret this decision. The platform is very straightforward to use and understand. Contactease has met all my requirements when using to get in contact with constituents. Review collected by and hosted on G2.com.

What problems is SurePoint CRM solving and how is that benefiting you?

We are solving the problem of getting outreach to those signed up for communication with the organization. The benefit of connecting with multiple people while using the same message quickly is very lovely to have. The ability to do this makes the process easier and seamless. Additionally, there is an very good opporutinty with ContactEase to get a vaiety of messages out within a significant amount of time. Integration of CRM with ContactEase is an additional problem that is being solved and a significant benefit of utilizing this platform. Review collected by and hosted on G2.com.

Prajwal P.

Software Engineer

Small-Business (50 or fewer emp.)

9/16/2021

"Easy to use data management tool. Specially designed for lawyers."

4/5

What do you like best about SurePoint CRM?

Easy to integrate with outlook.Comes with built-in tool to track your firm's business development. Helps with marketing automation platforms. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

Ideally suited for small and medium size businesses. Review collected by and hosted on G2.com.

Recommendations to others considering SurePoint CRM:

If you are running a legal firm, you should definitely consider this product. Review collected by and hosted on G2.com.

What problems is SurePoint CRM solving and how is that benefiting you?

Easy to share information by creating databases. Capture competitive intelligence on clients, prospects, and contacts. Track and report on business development activity. Review collected by and hosted on G2.com.

Verified User in Arts and Crafts

Small-Business (50 or fewer emp.)

10/7/2021

"ContactEase makes it EASY!!"

5/5

What do you like best about SurePoint CRM?

I love how easy ContactEase makes it to do several important things with the use of one program. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

Nothing! Contact Ease is a great product! Review collected by and hosted on G2.com.

Gabriela M.

Ayudante de Jefe de Obra

Small-Business (50 or fewer emp.)

1/5/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"It is the management of customer relationships and artificial intelligence."

5/5

What do you like best about SurePoint CRM?

What I love about this software is that it allows clients to record basic data and information so that I can learn more about their needs and desires and meet their needs more effectively. . Surprisingly, I have now done this for free by registering and I am very happy to have found it in small businesses. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

Honestly, I do not think there is a barrier to this program, or I do not like it, I am very happy with the use and development, which gave me the best in my work and in response to my customers. Review collected by and hosted on G2.com.

Verified User in Packaging and Containers

Small-Business (50 or fewer emp.)

9/3/2021

"ContactEase - CRM products are easy-to-use and simple to manage."

4/5

What do you like best about SurePoint CRM?

Friendly user interface and support system Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

Limiited customizing options for the users. Review collected by and hosted on G2.com.

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Legal CRM

3.9 out of 5 stars

SurePoint CRM Reviews & Product Details

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