The only IP Management System that Focuses on the IP Protection Needs of enterprise and SMB companies and that is Based on a CRM Platform
Developed in collaboration with intellectual property management experts and built on a robust, customizable platform. Our patent docketing solution meets the highest standards for comprehensive IP lifecycle management. It offers essential features including:
- Deadline management and reminders
- Inventor and patent attorneys
- Portfolio analytics and reporting
- Integration with patent offices worldwide
- Secure document storage and version control
This fusion of IP knowledge and software development prowess results in a solution that streamlines patent operations, improves accuracy, and provides strategic insights for effective IP asset management. Our Patent Docketing System offers users the ability to manage patent filing, prosecution, and maintenance with exceptional efficiency. It enables continuous evaluation of the patent portfolio by various organizational stakeholders, providing:
- Streamlined patent registration and renewal processes
- Automated docketing and deadline management
- Customizable dashboards for different user roles
- Real-time portfolio valuation and analytics
- Collaborative tools for cross-departmental input
- Comprehensive “inventory” tracking of all patent assets
This system ensures that your company’s intellectual property is effectively managed throughout its lifecycle, from initial filing to expiration or abandonment, while keeping all relevant parties informed and engaged.
CRM Features
- Email and Calendar integrations
- Advanced Reporting and Analytics
- Leads / Contacts / Accounts Management
- Built in Task Management
- History Tracking
- Workflow Rules and Schedules
- Approval Processes
- Advanced Security Control
Integrations
Unprecedented Connectivity – Connect Any Application
Leveraging Zoho’s robust and flexible platform, you can easily connect our Patent Docketing System to various third-party applications. We’ve successfully integrated with:
- Financial management software
- Cloud storage solutions
- Enterprise Resource Planning (ERP) systems
- Document management platforms
- Patent office databases
- Invention disclosure portals
You can customize these integrations according to your organization’s specific needs, ensuring seamless data flow and process alignment across your entire IP management ecosystem. Whether you need to sync financial data, automate document storage, or streamline inventor communications, our system’s open architecture allows for tailored connectivity.
Architecture
Our innovative database architecture enables linking any record to any other relevant record while maintaining data consistency and context. This allows for comprehensive tracking of relationships between patents, inventors, patent office and other key entities within your IP portfolio.
- Patents and Local Registrations
- Patent Committees
- Patent Activities
- Stockholders
- Researchers, Developers, Contacts and Companies
