IntelliPad provides marketing automation for law firms and other professional organizations. Attorneys and other professionals work in Outlook to manage contact information. IntelliPad CRM captures changes to Outlook contacts 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.
Attorneys and other professionals get
immediate answers in Outlook
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 manage contact follow-up for business development?