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IntelliPad is a Marketing and CRM system designed to manage an Outlook-integrated database of consolidated contact information. IntelliPad provides marketing staff members with an accurate and consistent database of contact information with easy-to-use tools to manage marketing events and mailing activities. This accurate customer information is shared for all attorneys and secretaries in Outlook and is provided to Marketing without disrupting the culture or natural workflow of the professionals who are in touch with clients and have the most current information. IntelliPad also provides enhancements to the normal use of Outlook, such as automatically looking up an new contact to avoid duplicate entry. The Marketing use of IntelliPad is web-based. The attorney and secretary use of IntelliPad is from Outlook. |
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