Professional CRM system Intellipad - Outlook integrated CRM with the benefit of an included data review steward process

Clean and consistent contact information is the first priority of any good CRM solution. The powerful IntelliPad Data Steward process insures quality and consistency. In addition to automated data cleansing rules that can be designed by the firm, human reviews can be accomplished when needed.

Professional service organizations can decide which data fields require review before updating the central database and Outlook users with the same contact. For speed and accuracy in the optional human review step, changes are marked in blue and omissions in red (as shown in the example below).

Data steward browser-based view and edit of changes made in Outlook before they go the Microsoft SQL Server database or update the same shared contact for other professionals

		IntelliPad CRM is a customer relationship management system for professional services groups and law firms. Features include sharing, exporting and backing up contacts, mass mailing, and other enhanced tools and functionality for Outlook. IntelliPad Outlook allows for improved management and filtering of customer information through the implementation of automated and human data steward processes.

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