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. 320

info@versys.com
 

 
 
Product Views   Outlook IntelliTab

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)

  
Integrate Outlook contacts to your own database information

Integrate existing or planned case management, relationship management, or financial management to Outlook and to our consolidated SQL Server contact database. Use the Web development tools, widgets, or the web development language of your own choice. You may already have an ability to see existing financial information with web API tools. With the Outlook IntelliTab feature, you could easily integrate existing case information to Outlook contacts. We offer a simple way to create a new Tab on the Contact form, named to fit your needs, e.g. "Case Management", "Projects". 		 
The new Outlook Contact tab (shown in example below as "Case Management") uses an Outlook browser object to open your custom web pages. We add the IntelliPad People table PersonID as a URL parameter. In addition to adding your own tables to the IntelliPad database, or any other SQL Server database, we also have up to 10 custom data fields in IntelliPad (no programming required) that can be edited on your tab. The web pages for your queries and user interactions can be developed in ASP, ASP.NET, PHP, or ColdFusion (just to name a few obvious choices).		  

Create your own application with IntelliTab to integrate IntelliPad contact information for your own purposes.

Versys Corporation logo

 With IntelliPad CRM email database solutions, Mailing Wizard, and mailing list management, it is easy to produce data sources for use with Microsoft Word. These data sources can be utilized with inexpensive email marketing software, such as Dynamic Mail Communicator (which also offers to track which participant has responded).
© Copyright 2005-2013 by Versys Corporation