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

Email Tracking

More Product Information

Company Information

Comments and Observations

Data Flow - Summary

Data Flow - Details

IntelliPad NewsLetters

Outlook IntelliTab

 

January 2009 Release (PDF)

 

 

Topics

What about personal contacts in Outlook?

When IntelliPad is installed, a modified Outlook contact form is provided with a "Marketing Database" checkbox. Unless that checkbox is checked, the contact is not shared to the central SQL Server database.

When new contacts are added, an organizational option controls the default setting of the Marketing Database checkbox. Also, with our automated conversion, we offer an option to add contacts to IntelliPad that are not marked in Outlook as "Private".

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 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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