Versys Corporation

Minimize Change, Maximize Results

Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Professional Groups

415 693-1700 ext. 32

info@versys.com
 

 
Product Views   Outlook Marketing Tab

IntelliPad Summary

The Professional's View

Modified Outlook Form

Outlook Marketing Tab

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

IntelliPad NewsLetters

Outlook IntelliTab NEW!

  
Easily see and edit shared information about this contact

Professionals can see who else knows the same contact, a complete history of changes to this contact and who made which changes, a collection of marketing information, and optionally, a client-level financial summary.		  
Contacts can be added or removed from Marketing Events and Mailing lists, including the ability to change which address is used for a particular Marketing Event or Mailing List.		  

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 CRM is a Contact Management software that can integrate, and synchronize with Microsoft Outlook. Features include sharing, exporting and backing up contacts, mass mailing and more enhanced tools and functionality for Outlook.
© Copyright 2005-2008 by Versys Corporation