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   User-defined Views

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)

  
The powerful IntelliPad CRM Report Writer easily creates user-defined queries and views

The IntelliPad View Definition feature gives the Marketing staff an easy-to-use tool for analysis of contact information collected from all of the firm's professionals. All data fields, in all IntelliPad tables, can be included and used for sorting, filtering, and presentation. The Views are provided in a browser with single-click linking to contact or company details.		  
The contents of any View can be exported to Microsoft Excel or to Word, and can be used as the basis to create a list of participants for a planned event.		  

With the included Report Writing Wizard, creating user-defined reports is easy

Versys Corporation logo

 IntelliPad CRM is a Contact Relationship Management solution. Our CRM software is an intranet web based system based on Outlook Exchange and Microsoft SQL Server database that has all the tools required to share, manage, organize, synchronize, and utilize your contacts for email, mailings, and event management.
© Copyright 2005-2013 by Versys Corporation