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Article: Aligning CRM with Profitability and Financial Performance

Aligning CRM with Profitability and Financial Performance Legal Business World eMagazine – Ari Kaplan In March of 2022, Ari Kaplan spoke with SurePoint’s Jennifer Whittier, VP of CRM and Tom Obermaier, CEO about the growing importance of CRM and financial and practice management software to law firms nationwide for Legal Business World eMagazine. You can…

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SurePoint Technologies Acquires Cole Valley Software, Maker of ContactEase CRM for Law Firms

By acquiring ContactEase, SurePoint has obtained a turnkey, highly functional CRM system providing business data, insight and prospecting tools that, when incorporated in SurePoint’s own financial reporting and client management system, will capture return on investment (ROI) for business development.

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