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

Teri Ainslie

Pricing

Pricing provided by SurePoint CRM.

SurePoint CRM

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1 User

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User Insights

Average based on 15 real user reviews.

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SV

Sahirí Ch. V.

Consultora Jurídica

Small-Business (50 or fewer emp.)

4/21/2019

"How I have optimized the relationship with my clients using this application"

5/5

What do you like best about SurePoint CRM?

What I like most about this software is that it allows me to record the data and basic information of my clients so that I can automatically have the information of their requirements and needs more accurately, and this makes me able to answer to their requests more effectively. The most striking thing about this is, that I can do it with my free subscription, this pleases me a lot because it is available to small businesses.

In addition, it is very easy to install and operate. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

Honestly, I do not consider that there are negative aspects or that I dislike about this application, I am very happy with the use and development of this, it has given me advantages in my work and in providing answers to my clients. Review collected by and hosted on G2.com.

Recommendations to others considering SurePoint CRM:

I recommend the use of this application, ContactEase has been a great tool for my firm. I can maintain the information in the database, and I am able to efficiently run reports for different categories and scenarios. Review collected by and hosted on G2.com.

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

This application has allowed me to manage and take advantage of the information about my clients, my contenders and my contacts without having to resort to an overload of data that are not useful, I can classify the information and use the strategic data that I need from each client in each case thanks to this. Review collected by and hosted on G2.com.

UA

Verified User in Arts and Crafts

Small-Business (50 or fewer emp.)

10/13/2019

"Easy to contact customers and promote products."

4/5

What do you like best about SurePoint CRM?

I like that they call it what it is. It is easy to contact customers, hence the name ContactEase. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

The downsides are that the sign up process is not as easy as I thought it would be. Review collected by and hosted on G2.com.

CN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

9/24/2019

"Easy to Use"

2/5

What do you like best about SurePoint CRM?

I like the way it is set up to facilitate getting started even when not all information is available from the get go. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

Some of the extra features are not explained as clearly as possible. Review collected by and hosted on G2.com.

AA

Verified User in Accounting

Mid-Market (51-1000 emp.)

10/26/2017

"Focused CRM for Accounting & Law"

4/5

What do you like best about SurePoint CRM?

This system was very customized for accounting and law firms. It also helped us solve the issue of having non-updated information because everyone's Outlook connected to the system. We also liked the unlimited categories for each contact. Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

What we could not figure out was to have multiple versions of one contact. For example, we would have 100 John Smith's which would be for each different entity, but ContactEase only allowed one. So this was a confusing process that we had to figure out. Review collected by and hosted on G2.com.

Recommendations to others considering SurePoint CRM:

Make sure you get complete buy-in from the executives that they promise to use the tool. If they use it and find it important, then so will the rest of the staff. Review collected by and hosted on G2.com.

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

It helped us clean up our database, have more updated information on contacts, helped us reduce the use of list making for events, emails, etc. The benefits were that we could rely on the category section and pull updated lists, rather than going to each Partner and Manager asking for a list (which they did not enjoy). Review collected by and hosted on G2.com.

AL

Verified User in Legal Services

Mid-Market (51-1000 emp.)

12/18/2015

"Horrible Software"

0/5

What do you like best about SurePoint CRM?

nothing good about this software if you want something that works find another program Review collected by and hosted on G2.com.

What do you dislike about SurePoint CRM?

The software stops synching the contacts after a couple months. you have to manually restart it and this is not efficient when you have many people using this..... The support team cannot fix this problem. Review collected by and hosted on G2.com.