Last Updated
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.
Overall Rating
Based on 3 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
ContactEase Specifications
- Contact Management
- Customer Communication Tracking
- Email Integration
- Customer Segmentation
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 Integrations
ContactEase supports integration with various essential systems and platforms such as:
- Microsoft Outlook
- Constant Contact
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
Centralized Relationship Management
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.
List Manager
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.
Analytics
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.
Financial Data
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.
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
Total 3 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Consultancy, 51-100 employees
“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
Small Business, 11-50 employees
“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
Small Business, 11-50 employees
“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
Who are the typical users of ContactEase?
ContactEase is built for law firms and legal professionals seeking streamlined relationship management and business development tools.
What level of support does ContactEase offer?
ContactEase provides support via email and contact form.
Does ContactEase offer an API?
No, ContactEase does not provide API access.
What other apps does ContactEase integrate with?
ContactEase integrates seamlessly with Microsoft Outlook and Constant Contact.
Does ContactEase have a mobile app?
No, ContactEase does not have a mobile app.
What types of pricing plans does ContactEase offer?
ContactEase pricing depends on the number of users, required modules, and customization needs. Request a custom ContactEase price quotation.
What language does ContactEase support?
ContactEase supports the English language.