IntelliPad provides marketing automation for law firms and other professional organizations. Attorneys, other professionals, and assistants work in Outlook to manage contact information. IntelliPad CRM captures changes to Outlook contact information into a centralized SQL database and works with the firm’s Exchange Server to keep contact information up-to-date in Outlook for all users. The procedures for data modification control can be fine-tuned to your firm’s requirements.
IntelliPad CRM client law firms appreciate how quickly attorneys and assistants adopt using IntelliPad to manage mailings and marketing events.
Who else in the firm knows a contact?
Did a particular client or prospect attend a recent seminar?
Who else do we know at a client company?
How do I add someone for practice area alerts?
How can I organize my contact follow-up for business development?
Be confident that contact information is current and accurate.
Focus on creating successful marketing events and mailings.
Eventbrite Ticketing and Attendance Tracking.
Integrate with Constant Contact for efficient email response tracking.
Landing Pages are easily added to your firm’s websitepages for both existing and new contacts.
Holiday Card processes can be easy for attorneys and the marketing staff.