Intellipad CRM

CRM system software - Intellipad is an Outlook integrated customer relationship management system that creates a marketing CRM for professionals.

IntelliPad keeps contact information current and accurate across Outlook users and in a central SQL Server database.  IntelliPad also provides mailing list and marketing event management.

To assure that clean data is propagated within the firm, an efficient, customizable data steward step includes a quick review of new contacts and changes.

Firm Professionals Benefits

Having immediate answers, within Outlook, to the questions like the ones below, allows firm professionals to be more effective in building client relationships.

· Who else knows a contact?

· Who else works at the same client company?

· Did a particular client or prospect attend a recent seminar?

· Who, in my Outlook contacts, was invited to last years golf tournament?

Marketing Department

With confidence that the underlying contact information is accurate, the focus can be on creating successful marketing events and efficiently utilizing mailing lists.  Managing mailing and marketing events is simplified with the included Mailing Wizard.

Technology

IntelliPad is implemented with an Outlook custom form and as a Web application. No software installation is needed for the desktop.  The SQL Server database provides easy integration with existing Portals or other applications as needed. IntelliPad works with both single and multiple Exchange server installations.

Pricing

Unit pricing is based on the number of professionals in the firm.

Technical Requirements

IntelliPad software requires Microsoft IIS, Microsoft Exchange 2000-2007, Outlook 2000-2003, SQL Server 2000-2005, ColdFusionMX7 (available from Adobe for $1,249USD), and one copy of Dynamic Mail Communicator V2 (available from Apex Pacific for $349USD).