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   User-defined Views and Reports

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!

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

The IntelliPad Prequel Report Writer offers ease of use and comprehensive functionality to the Marketing staff for analysis of contact information collected from all of the firm’s professionals. The Prequel Report Writer uses Outlook conventions and data field names. Query results are provided in a browser with automatic single-click linking to details.		  
In addition to viewing the results of user-defined queries, the IntelliPad Prequel Report Writer allows the information to be used as an export to Microsoft Excel or Word and as the basis to create the list of participants for a planned event. All data fields can be used for sorting, filtering, and presentation.		  

With the Prequel Report Writer 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 2005-2008 by Versys Corporation