CRM System: Outlook Integrated CRM ideal as a Legal CRM, Professional CRM

The Marketing Department can see all history with the Contact for Marketing Event and Mailing List participation, as well as each related activity. For consistency with Outlook, Marketing Event and Mailing List activities are shown as Tasks. This history with the contact is maintained within IntelliPad as individual "links". The marketing staff can make additions and changes to the links as needed. Professionals also have access to IntelliPad link information from within Outlook to see who else in the firm knows the same contact and the history of Mailing List and/or Marketing Event participation.

IntelliPad was designed for professional client relationship management and development, focused on consistent internal communication. IntelliPad is an Outlook integrated CRM aimed at improving marketing and client communications. The linking architecture is designed to maximize collective knowledge of contact and relationships with customers from multiple professionals within the firm. This CRM application is perfect for law firms, accounting firms, and many other professional firms that derive value from customer relationship management.

Powerful IntelliPad linking is available between professionals and contacts, contacts and events, contacts and tasks, and contacts and companies

		IntelliPad CRM is a product of Versys Corporation. IntelliPad is a contact relationship management solution, delivered within your intranet. It is integrated to Outlook and Exchange Server and the Microsoft SQL Server database and includes all the tools required to share, manage, organize, synchronize, and utilize your contacts for email, mailings, relationship intelligence, and event management.

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