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   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

Data Flow - Summary

Data Flow - Details

IntelliPad NewsLetters

Outlook IntelliTab

 

January 2009 Release (PDF)

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

The IntelliPad Report Writer provides the Marketing staff an easy-to-use and comprehensive tool for analysis of contact information collected from all of the firm's professionals. This included 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 presenting the results of user-defined queries, the IntelliPad 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 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.
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