Yes. The IntelliPad CRM provides contact information that is current and accurate, from Outlook, so Marketing can focus on creating successful events and mailings, instead of trying to clean up the data. There is just one record for each contact in the CRM database; it is updated whenever any linked attorney makes a change in Outlook, such as email address or phone number. IntelliPad features in Outlook make it easy for attorneys to mark their contacts for Holiday Cards and other mailings. Constant Contact and other third party email service providers can be used with IntelliPad, for email response tracking.
Other features include Business Development Activities, where attorneys add activities for contacts in Outlook and IntelliPad automatically creates future follow-up activities and sends weekly (or other time period) Open Activity reports to attorneys, and a variety of firm-defined marketing information that provides in-depth contact knowledge, such as contact types, practice areas, referral source, relationship, other companies, financial data, event and mailing list participation and history, and history of changes. Each firm can define any number of custom fields for additional information they would like to track.