Outlook remains the standard for Law Firms and Professional Service organizations.  IntelliPad CRM gives new depth to your firm´s relationship intelligence and social networking within the familiar Outlook user experience. 

IntelliPad keeps contact information current and accurate across Outlook users and a SQL Server database.  IntelliPad also provides mailing list and marketing event management.  To assure clean and consistent contact information, an efficient data steward process is included.

Technology

No IntelliPad software needs to be installed on the desktop or on any Exchange Server. IntelliPad is implemented with an Outlook custom contact form and as an internal Web application. The SQL Server contact database provides easy integration with existing Portals and other applications. IntelliPad can be installed for single, multiple, and clustered Exchange servers.

Benefits for Attorneys and other Professionals

Immediate answers within Outlook to social networking questions, like the ones below, assist professionals in effectively building client relationships and developing cross-selling opportunities.

• Who else in the firm knows a contact?

• Who else do we know at a 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, more attention can be focussed on creating successful marketing events and mailings.  Managing the mailings and marketing events is simplified with the included Mailing Wizard.

The Customizable Outlook IntelliTab

What if you could easily integrate a CRM application to your unique requirements? What if you could add a project or matter tab to the Outlook Contact form? And, from this tab, link business activities and your own databases with the Outlook Contact. And, what if this could be done without the CRM product being customized? 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 included Outlook IntelliTab module provides all of these capabilities.

A Few Words
from other CRM Providers

As a supplier of an Outlook-based CRM for legal firms and other professional services, we are very proud of our product features. We were surprised to read the following quotes on the websites of two other CRM vendors:

• "The only CRM Solution designed exclusively for Professional Services Organizations"

• "The only CRM solution for law firms built directly into Microsoft Office and Outlook"

In response, we welcome the opportunity to demonstrate our built-in Outlook integration, and the value of our IntelliPad CRM which is designed exclusively for law firms and other professional service organizations.