Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Other Professional Organizations

 Versys Corporation is a Constant Contact Partner

415 693-1700 ext. 32

info@versys.com
 

 
 
Product Views   Contact Information

IntelliPad Summary

The Professional's View

Modified Outlook Form

Marketing Information Page in Outlook

Find Shared Contacts in Firm-wide Database

Manage Mailings and Events for "My" Contacts

Optional Control by "Primary" Professional of Changes Made by Others

  iPhone and Android Access to Contacts

The Marketing View

Data Steward Features for Information Consistency

Contact Information

Contact Company Information

Events and Mailing Lists

Linking Architecture

User-defined Views

Mail Manager - Summary

Mail Manager - Additional Activities

  Integration with Constant Contact

Email Tracking

More Product Information

Company Information

Comments and Observations

IntelliPad NewsLetters

Outlook IntelliTab

 

January 2013 Release (PDF)

  
Keep Outlook contact information consistent for all professionals

Multiple professionals may have the same contact in their Outlook folders, but the IntelliPad SQL server database has a single record for each contact and information about which professionals share the contact.

When a professional changes contact information in Outlook: IntelliPad updates the central database record as well as the contacts in the Outlook folders of the other professionals. 		 
With IntelliPad, accurate contact information is maintained on an ongoing basis, not as a pressured and time-consuming project when the information is needed for a specific mailing or event invitation.		  

The Marketing Department browser-based view of a Contact Person record in the SQL Server database

Versys Corporation logo

 IntelliPad CRM is a contact relationship management solution. Our CRM software is an Intranet web based system integrated to MS Outlook, Microsoft Exchange, and the MS SQL Server database that has the tools required to share, manage, organize, synchronize, and utilize your contacts for email, mailings, social networking and event management.
© Copyright 2005-2013 by Versys Corporation