IntelliPad CRM

IntelliPad CRM is a customer relationship management (CRM) software specifically designed for law firms. It aims to streamline contact management, business development, and marketing efforts within the legal industry. According to the vendor, IntelliPad CRM is suitable for law firms of all sizes, from small boutique firms to large multinational practices. It caters to legal professionals, law firms, legal service providers, professional services, and financial services within the legal industry.

Key Features

Contact Information Consistency: IntelliPad CRM ensures accurate and up-to-date contact details across the entire law firm, minimizing redundant administrative efforts in contact management.

Automated Relationship Intelligence: This feature tracks email communication and provides insights into the relationships between individuals in the firm and contacts at potential client firms.

Mobile Access to Contacts: IntelliPad CRM offers convenient access to contacts on both iPhone and Android devices, allowing users to manage their contacts while on the move.

City Search and Contact Map for Mobile: Users can perform city-based searches and view contact maps on their mobile devices, simplifying the process of locating and connecting with contacts.

Instant Answers in Outlook: IntelliPad CRM provides immediate access to relevant information about contacts, companies, and opportunities directly within the Outlook interface.

Enhanced Outlook Form: The Outlook form is customized to include additional fields and functionality specific to CRM, enabling seamless contact and opportunity management within the familiar Outlook environment.

Marketing Information Page: Users can access a dedicated marketing information page within Outlook, providing a centralized hub for managing marketing activities, events, and mailing lists.

Business Development Follow-up: This feature allows users to effectively manage follow-up activities for business development, ensuring important tasks are tracked and completed.

Comprehensive Communication History: Users can easily access and review past communications, including emails, documents, and other relevant information, providing a comprehensive overview of the relationship.

Shared Contact Discovery: IntelliPad CRM enables users to find shared contacts within their law firm, facilitating collaboration and coordination among team members.