ContactEase

ContactEase

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Overview

ContactEase is SurePoint’s client relationship management (CRM) designed to streamline document processing with AI-powered automation that transforms orders and invoices into accurate transactions. While the user portal offers only basic multitasking, the platform’s strong performance, security, and seamless integrations empower teams to operate more efficiently and confidently.

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Starting Price
Custom

ContactEase Specifications

Contact Management

Customer Communication Tracking

Email Integration

Customer Segmentation

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What Is ContactEase?

ContactEase, developed by SurePoint Technologies, is a client relationship management (CRM) solution specifically designed for law firms, attorneys, and their marketing teams. It is a cloud-based application that offers features such as list management, business development tracking, and comprehensive contact enrichment.

ContactEase helps law firms streamline client engagement, centralize data, and drive marketing return on investment (ROI) by providing an intuitive platform to manage relationships and business development activities effectively.

ContactEase Pricing

ContactEase pricing depends on the number of users, required features, and integration scope. Request a custom ContactEase cost quote for your business.

ContactEase Integrations

ContactEase supports integration with various essential systems and platforms such as:

To see more integrations and their functionalities, watch a free ContactEase demo.

Who Is ContactEase For?

ContactEase software serves a wide range of industries and sectors, including:

  • Legal services
  • Law firms
  • Professional services
  • Legal marketing
  • Legal operations
  • Legal technology

Is ContactEase Right For You?

Are you looking for a CRM that effortlessly connects relationship data with your firm’s financial insights? ContactEase tackles fragmented data, growing adoption and ROI by merging client interactions and revenue streams, all within a compliant, secure platform.

The platform is built on secure infrastructure and scales flexibly with your firm’s growth.

Still not sure if ContactEase is right for you? Contact our customer support team at (661) 384‑7070, who will help you make the best decision.

ContactEase Features

This feature consolidates client data into a single, searchable system accessible firmwide. Attorneys can collaborate more effectively and build smarter business strategies with shared relationship insights, enabling a unified approach to marketing and client development.

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ContactEase List Manager empowers users to organize and maintain up-to-date mailing lists. Attorneys can respond to contact surveys, ensuring marketing communications are current and targeted, leading to more effective outreach and improved campaign performance.

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ContactEase enables firms to evaluate their client relationships with metrics like win/loss ratios and referral strength. These insights help identify top performers, uncover new opportunities, and refine strategies for stronger client acquisition and retention.

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ContactEase features integrated access to relationship, financial, and marketing data, creating a unified view of client and firm performance. By eliminating silos, it supports smarter planning, reveals growth opportunities, and strengthens strategic decisions across business development efforts.

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Pros And Cons of ContactEase

Pros

  • Efficient contact/data management

  • Intuitive and easy to use

  • Increased productivity with automation and marketing tools

Cons

  • May have limited customization

  • Feature set may feel basic

ContactEase Reviews

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KM

Komal M.

Consultancy, 51-100 employees

5.0
May 2022

“Flexible and Efficient Data Management

Pros

I can easily share and manage contact information while using marketing data to generate new business opportunities. This tool gives me a flexible and easy way to handle data management. It streamlines how I process contact information and keeps me updated with current details and helps us enhance our marketing strategy.

Cons

The team might become too dependent on this system which could hurt customer relationships if something goes wrong. Its not really a fit for every type of business as companies with very standardized customer transactions probably wont see much benefit from it. While there are definitely advantages once everythings running smoothly, the upfront investment and temporary productivity dips can be pretty significant.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

9

A

Anonymous

Small Business, 11-50 employees

5.0
January 2022

“Contact Management Made Simple

Pros

Really like how caller details sync easily with our systems making everything work together smoothly.

Cons

Havent found anything I dislike about it yet

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

PP

Priyanka P.

Small Business, 11-50 employees

5.0
December 2021

“Easy to use

Pros

It makes us able to quickly pull together all the data I need and build a solid database that makes team collaboration much smoother. Its been really helpful for marketing research when we want to gather public feedback and opinions.

Cons

The database customization means we cant share certain information with everyone and you need admin permission for key features. We find that a little problematic. Also data security is pretty weak and definitly needs improvement.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

7

Frequently Asked Questions

ContactEase is built for law firms and legal professionals seeking streamlined relationship management and business development tools.

ContactEase provides support via email and contact form.

No, ContactEase does not provide API access.

ContactEase integrates seamlessly with Microsoft Outlook and Constant Contact.

No, ContactEase does not have a mobile app.

ContactEase pricing depends on the number of users, required modules, and customization needs. Request a custom ContactEase price quotation.

ContactEase supports the English language.