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.  To assure clean and consistent contact information, an efficient data steward process is included; this process can be automated in various ways.  IntelliPad also provides mailing list and marketing event management.

Technology

IntelliPad adds content to the Outlook contact form.  It can be offered as a custom form, which does not require installing anything for individual users, or it can be offered as an Outlook Add-In, installed as any other Outlook Add-In.  The primary IntelliPad application is implemented as an internal Web application.  The SQL Server contact database provides easy integration with existing Portals and other applications.  IntelliPad does not install anything on the Exchange server and works with 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 Manager.

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.

We are eager to receive your feedback

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