IntelliPad: CRM Customer Relationship and Contact Management Software and Solutions that help manage customers & marketing campaigns

Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Other Professional Groups

415 693-1700 ext. 32

info@versys.com

Product Views

Comments and Observations

IntelliPad Summary

The Professional's View

Modified Outlook Form

Outlook Marketing Tab

ContactLink - Search and Download

ContactLink - Update Events and Mailing Lists

Change Approval - by Primary Professional

The Marketing View

Data Steward Review

Contact Information

Contact Company Information

Events and Mailing Lists

Linking Architecture

User-defined Views and Reports

Mailing Wizard - Summary

Mailing Wizard - Recipient Selection

Integration with Mail Communicator

More Product Information

Company Information

Comments and Observations

Data Flow - Summary

Data Flow - Details

IntelliPad NewsLetters

Outlook IntelliTab

January 2009 Release (PDF)

Topics

What if my firm just kept using Outlook and did not add IntelliPad integration?
Simplification is a good thing
Collaboration is helpful
What about personal contacts in Outlook?
Achievable goals, better results

Collaboration is helpful

IntelliPad raises Outlook from a personal contact tracking system to a collaborative organizational contact tracking system. It can be very helpful for participating users to know what mailings a customer receives, other firm-specific data about the contact, as well as contact-specific public notes - with each note showing a date and author.

		IntelliPad CRM is a Customer Relationship and Contact Management Solution that helps your business manage customers and marketing campaigns: with integration to a SQL Server database and Outlook Exchange, our software is suitable for law firms and legal departments as well as financial, consulting, and other professional services.

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