IntelliPad CRM

IntelliPad CRM

Versys Software
Peppermint CX365

Peppermint CX365

Peppermint Technology
monday sales CRM

monday sales CRM

monday.com
+

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About

IntelliPad by Versys Software is designed 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. IntelliPad CRM is a powerful marketing platform that is feature-rich and constantly updated. Explore this website for detailed product descriptions and screen images of key product functionality. Meet your legal marketing and relationship management goals without any unnecessary complications by using IntelliPad. Empower your attorneys to have the most current and relevant relationship information possible at hand, either on their mobile device or desktop, as quickly as it’s known to anyone in the firm.

About

Built on the Microsoft Dynamics Industry Application Platform, Peppermint CX365 provides a full suite of legal service applications designed to support high performing legal businesses. Enhance visibility and control, allocate and manage work more effectively. Create efficiencies to boost productivity and accelerate legal processes. Deliver enhanced client journeys that differentiate the firm. Identify, manage and maximize growth opportunities for your firm through a powerful CRM. Designed for the legal sector utilizing on-the-go functionality to encourage user adoption and drive customer centricity throughout your business. Build and maximize client relationships, manage bids, tenders and marketing campaigns efficiently and effectively. Comprehensive transaction and legal accounts functionality to facilitate efficient financial account management. Detailed, customizable real-time reports and dashboards providing deep business insight around time and cost data.

About

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Law firms searching for a solution to manage and improve their operations

Audience

Companies and legal businesses requiring a legal service application to manage cases, clients, and enhance visibility and control

Audience

Best for small and medium-sized business sales and client-facing teams, regardless of the industry.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Pricing

$10 seat / month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.9 / 5
ease 5.0 / 5
features 4.9 / 5
design 5.0 / 5
support 4.7 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Versys Software
intellipadcrm.com

Company Information

Peppermint Technology
Founded: 2010
United Kingdom
www.pepperminttechnology.co.uk/solutions/peppermint-cx365/

Company Information

monday.com
Founded: 2012
Israel
monday.com/crm

Alternatives

Peppermint CX365

Peppermint CX365

Peppermint Technology

Alternatives

Clio

Clio

Themis Solutions

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Fynsis Legal CRM

Fynsis Legal CRM

Fynsis Softlabs
MatterSuite

MatterSuite

CaseFox
LionO360

LionO360

LionOBytes
lawsyst

lawsyst

ITsec

Categories

Categories

Categories

Automotive CRM Features

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Customer Reference Management Features

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM Features

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Content Management Features

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM Features

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Integrations

1stContact.ai
Aircall
Chief
Clerx
CommPeak
Gmail
Haber Chat
HubSpot CRM
InfoTrack
Introhive
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Nango
Schedule It
Slack
Stripe
WhatsWaves
esendex

Integrations

1stContact.ai
Aircall
Chief
Clerx
CommPeak
Gmail
Haber Chat
HubSpot CRM
InfoTrack
Introhive
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Nango
Schedule It
Slack
Stripe
WhatsWaves
esendex

Integrations

1stContact.ai
Aircall
Chief
Clerx
CommPeak
Gmail
Haber Chat
HubSpot CRM
InfoTrack
Introhive
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Nango
Schedule It
Slack
Stripe
WhatsWaves
esendex
Claim IntelliPad CRM and update features and information
Claim IntelliPad CRM and update features and information
Claim Peppermint CX365 and update features and information
Claim Peppermint CX365 and update features and information
Claim monday sales CRM and update features and information
Claim monday sales CRM and update features and information