Benefits for
Firm Professionals

Having immediate answers, within Outlook, to the questions like the ones below, allows firm professionals to be more effective in building client relationships.

• Who else knows a contact?

• Who else works at the same client company?

• Did a particular client or prospect attend a recent seminar?

• Who, in my Outlook contacts, was invited to last year’s golf tournament?

Benefits for the Marketing Department

With confidence that the underlying contact information is accurate, the focus can be on creating successful marketing events and efficiently utilizing mailing lists.  Managing mailing and marketing events is simplified with the included Mailing Wizard.

Technology

IntelliPad is implemented with an Outlook custom form and as a Web application. No software installation is needed for the desktop.  The SQL Server database provides easy integration with existing Portals or other applications as needed. IntelliPad works with both single and multiple Exchange server installations.

The Customizable Outlook IntelliTab

What if you could easily extend and integrate a CRM application to your unique internal requirements? A solution where you could add a project/matter tab to the Outlook Contact form to identify and relate all business activity and extended relationship information with a contact from IntelliPad SQL Server contact database. And, what if that could be done without the CRM product being customized, yet your extensions would fit into the CRM dataflow for new/changed contact information? And, best of all, what if you could complete these extensions in the web development language of your choice - for browser-based access to your own data? The Outlook IntelliTab provides all of these capabilities.