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   IntelliPad CRM

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

Data Flow - Summary

Data Flow - Details

IntelliPad NewsLetters

Outlook IntelliTab

 

January 2009 Release (PDF)

  
Website Privacy Notice

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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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