List of IntelliPad CRM Customers
San Francisco, 94111, CA,
United States
Since 2010, our global team of researchers has been studying IntelliPad CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased IntelliPad CRM for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using IntelliPad CRM for Marketing Automation include: Ward and Smith, P. A., a United States based Professional Services organisation with 275 employees and revenues of $30.0 million, Richards Buell Sutton, a United States based Professional Services organisation with 40 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using IntelliPad CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The IntelliPad CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Richards Buell Sutton | Professional Services | 40 | $5M | United States | Versys Software | IntelliPad CRM | Marketing Automation | 2026 | n/a |
In 2026, Richards Buell Sutton LLP deployed IntelliPad CRM as its Marketing Automation tool to support targeted business development and mailing list operations. Job postings indicate active use of IntelliPad CRM for BD and mailing lists in the firm’s Canadian offices, establishing IntelliPad CRM as the central Marketing Automation database for contact and outreach management.
The deployment centers on CRM database management and campaign list workflows, with inferred functional modules that include contact and firmographic record management, segmented mailing list creation, campaign scheduling and execution, and business development pipeline support. Configuration emphasis appears to be on list hygiene and template-based mailings to support business development and marketing teams, consistent with common Marketing Automation capabilities.
Operational ownership is aligned to marketing and business development, with advertised roles responsible for ongoing database administration, list maintenance, and campaign coordination across the Canadian offices. The implementation narrative positions Richards Buell Sutton LLP IntelliPad CRM as a Marketing Automation system embedded in BD and marketing processes rather than a general enterprise platform, with staff-level governance handling configuration, data quality, and outbound mailing workflows.
No external system integrations are specified in the source material, and no outcomes or cost details are disclosed. The available evidence supports a focused, department-level Marketing Automation adoption of IntelliPad CRM to manage contact lists and business development outreach.
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Ward and Smith, P. A. | Professional Services | 275 | $30M | United States | Versys Software | IntelliPad CRM | Marketing Automation | 2022 | n/a |
In 2022, Ward and Smith, P. A. implemented IntelliPad CRM as a Marketing Automation solution to capture marketing activities across the firm. The deployment centralized CRM and Marketing Automation workflows to create a single system of record for campaign activity and contact engagement.
The IntelliPad CRM deployment focused on marketing activity capture, contact management, and campaign tracking, and included an automated integration between the firm time entry system and IntelliPad CRM to remove duplicate data entry. The implementation automated data flow from timekeeping into CRM records, aligning marketing activity data with time records to support campaign attribution and client engagement tracking.
Governance changes emphasized cross functional ownership between marketing and timekeeping, with process changes to eliminate manual reconciliation and enforce a single source of truth for activity data. The time entry integration explicitly eliminated duplicate entry and increased productivity by 75 percent, reflecting an operational outcome tied to the CRM and Marketing Automation scope.
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