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   Linking Architecture

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)

  
Tracks activity history by contact for each marketing event and mailing list

The Marketing Department can see the history of the contact's Marketing Event and Mailing List participation, as well as all related Tasks--specific mailing tasks the contact was included in. Other Links are People (both professionals and other contacts) and Company. All types of links can be added and edited in IntelliPad. In Outlook, the professionals can view the Past Marketing Events, Additional Companies, and Users Sharing for their contacts. 		 
IntelliPad is an Outlook integrated CRM for professional client relationship management and business development. The linking architecture is the database under-pinning needed to accommodate collaboration between professionals that work with the same contact and to organize and manage the consistency of contact and mailing list information within the firm.

 

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

Versys Corporation logo

 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.
© Copyright 2005-2013 by Versys Corporation