Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Other Professional Groups

415 693-1700 ext. 32

info@versys.com
 

 
Product Views   Contact-Specific Marketing Information

IntelliPad Summary

The Professional's View

Modified Outlook Form

Contact-Specific Marketing Information

ContactLink - Search and Download

ContactLink - Update Events and Mailing Lists

Change Approval - by Primary Professional

The Marketing View

Data Steward Review

Contact Information

Contact Company Information

Events and Mailing Lists

Linking Architecture

User-defined Views and Reports

Mailing Wizard - Summary

Mailing Wizard - Recipient Selection

Integration with Mail Communicator

Email Tracking

More Product Information

Company Information

Comments and Observations

Data Flow - Summary

Data Flow - Details

IntelliPad NewsLetters

Outlook IntelliTab

 

January 2009 Release (PDF)

  
Easily see and share information about a contact from within Outlook

Attorneys or other professionals can see who else knows the same contact, a complete history of changes to this contact, who made which changes, a collection of marketing information, and optionally a Client-Level Financial Summary. 		 
Contacts can be individually added or removed from events and mailing lists, along with the ability to change which address should be used. 		 

An added Marketing tab on the Outlook Contact form provides direct visibility and editing of shared and consistent Microsoft SQL Server database information

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 IntelliPad is an Outlook integrated CRM system that assists law firms and other professional services groups in managing client relationship intelligence. With IntelliPad CRM installed, law firms and other professional groups enjoy the benefit of "always current" contact information, both in a central Microsoft SQL Server database and for each Outlook Exchange user.
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