OVERVIEW
IntelliPad CRM is a very powerful marketing platform that is feature-rich and constantly updated. Meet your legal marketing and relationship management goals with IntelliPad.
DESCRIPTION
Introduction to IntelliPad CRM
IntelliPad CRM Software is created for Legal Marketing automation for law firms and other business and professional organizations requiring advanced maintenance and development of client contacts. IntelliPad user experience operates through a standard Microsoft Outlook environment for ease of use with some added data fields to provide more in-depth client knowledge.
Key Features of IntelliPad CRM
- Immediate Answers in Outlook
- Modified Outlook Form
- Marketing Information Page in Outlook
- Opportunity Management
- Business Development Follow-up
- Discover Communications with a Contact
- Finding Shared Contacts
- Manage Mailings for My Contacts
- Control of Changes Made by Others
- iPhone and Android Access to Contacts
- City Search and Contact Map for Mobile Phones
