On Premise CRM with Contacts, Calendar, Tasks, Notes, History, Deals and Followups

Key Features of DejaOffice

• Provides a robust Customer Manager that securely stores data on your PC.
• Facilitate time-stamped notes for contacts.
• Access custom fields and history seamlessly.
• Offers a configurable dashboard for an overview of your day.
• Automate reports and lookups with database queries.
• Manage deals, projects, and accounts efficiently.
• Maintain an organized record of history and future actions.
• Archive contact attachments for future reference.
• Automatically incorporate Outlook emails into contact history.
• Generate deals (opportunities) reports and visualize sales funnels.
• Seamlessly import contacts, notes, activities, and histories from platforms like Echo Pro, TeleMagic, GoldMine and Act!

Why Choose DejaOffice?

Unlike browser-based CRM systems that may lag, DejaOffice allows users to swiftly pull up customer histories, write notes, and execute follow-ups. Familiarizing yourself with the DejaOffice shortcuts enables you to quickly locate customers and document interactions, without waiting for pages to load or refresh.

Whereas cloud-based CRMs might be hindered by power or internet outages, DejaOffice remains functional offline. With the proliferation of cloud solutions, the anticipated benefits of cost savings, speed, and security haven't fully materialized. In contrast, DejaOffice provides reliable customer management without the recurrent monthly costs associated with browser-based solutions.

Transitioning from another CRM to DejaOffice, termed “Migration”, is facilitated by our expert technicians. With our RunStart service, priced at $69, we aim to make this transition smooth, saving you time. Most migrations are completed within an hour.

Unlike many cloud-based CRM solutions, DejaOffice offers comprehensive smartphone apps for both iPhone and Android. Your data is stored securely on your device, ensuring access even without an internet connection.

For any queries, feel free to contact us. Our dedicated team is always ready to assist you.

What DejaOffice Does Not Offer:

• It doesn't serve as a replacement for your email application. Most DejaOffice users prefer email platforms like Outlook or Thunderbird.
• DejaOffice isn't designed for email prospecting or pipeline management. It's primarily a contact manager for existing clients and contacts.
• It doesn't integrate with accounting, receivables, or payables systems. However, the Deals module is compatible with Quotewerks, a prominent PC-based tool.

Why Express?

DejaOffice offers fast and easy PC based CRM. The Express version contains more powerful CRM features than the lower priced Standalone version.

1. Create Database Queries to automate your reports and lookups.
2. Automatic import of Outlook Emails to Contact History
3. Deals (Opportunities) Reports and Sales Funnel
4. Import Contacts, Contact Notes, Activities, and History from Act! and Goldmine

DPC Features

Sync to your Cell Phone -

Automatically Sync to DejaOffice on your phone - Contacts, Calendar, Tasks and Notes. Ring Alarms, Access Maps and Directions

Contacts, Calendar,Tasks and Notes -

Unlimited number of Contacts, Calendar Items, Tasks and Notes. Easily Search for any Contact based on Name, Company Name, Any Field, File As and on a custom field value (like Account Number)

Contact Notes with Date

Contact Notes field with optional Date label for each note.

User Defined Custom Fields

Define 10 Custom fields to store Account Number, Purchase Date, Customer Interest, Sales Region or anything else you need. *DejaOffice Express and Pro allow 20 custom fields.

Day View, Week View, Month View, Calendar List

Basic Calendar functions for Day, Week, and Month views. Recurring appointments, multi-day events, color categories

Grid view with Custom Columns

Easily see your Contacts or Tasks as a grid, allowing easy import, export and batch operations. Select contacts and past them into Excel. Easily import Contacts from any Web Based CRM.

Print List, Detail, Labels

Print Contact List, Contact Detail, Day View, Month View, Task List, Notes.

Create Document Templates for Print and Email

You can create Mail-Merge forms for Email and Print using Document Templates. Make life easy by sending standard responses out to new customers.

Automated Marketing through Email and MS-Word

Use your CRM for Automated Marketing through Email and MS-Word Printing.

Private, Masked and Hidden Records

Mark any Contact, Calendar or Task private. Settings to mask or hide private records. Make sure no one sees your private data. Encrypt your whole database.

Automatic Backup

Automatically backs up every day or every week. Easy to move or restore backup.

Easy Migration from your Contact Manager

Import Contacts, Calendar, Tasks and Notes from Palm Desktop, Google, Outlook.

DPCO - Plugin for Outlook

A Side Panel on your Outlook Email

When you read an email - the Outlook Plugin shows you the matching Contact record, phone numbers, notes and history.

Create an Appointment or Task from an Email

Easily drag and drop an Email to create a new Calendar Event or Task

Schedule a task for another Person

Create a task and assign it to another person on your team.

Move an Email to Customer History

Store any email to Customer History - save the text body forever.

DPCX - Express Features

Accounts, Groups and Secondary Contacts

DejaOffice makes it easy to handle Accounts, Groups and Secondary Contacts An Account is a company record to which several Contacts belong to. A group (distribution list) is a set group of people that you email or market to regularly. Secondary Contacts are contacts that have a relation to another contact, like a Customer's Child record, or a Business Assistant record.

Easy Migration from other CRM tools

Import Accounts, Tasks and Communication History from Microsoft Business Contact Manager. Import Contacts, Activities, and History from Act! and GoldMine.

Scan Outlook Email to History

Automatically scan inbox and outbox to build Contact History automatically.

DPCP - Pro Features

Multi-User Shared Files

Set up a Multi-User Database on a shared on-premise server. Set individual passwords. Each record can have an "owner" and can control visibility for other users.

Multi-User Scheduling

A dedicated view that shows everything your team has scheduled for the day; Appointments and Tasks. When someone is absent you can easily drag and drop to assign the Appointment or Task to someone else.

Click here for all of our PC CRM Guides and Features

Features of DejaOffice PC CRM?

1. Contacts, Calendar, Task and Notes
2. Expense, Deals (Opportunities), Followups, History
3. Sync to DejaOffice on Android and iPhone using USB, Wi-Fi, Bluetooth, DejaCloud
4. Free USA Based Telephone Technical Support
5. Does not require any Cloud, iCloud, or Exchange connection
6. 90-day money back guarantee
7. One purchase for 3 PCs; work, home and laptop
8. Runs on Windows 7, 8 and 10

Q. What CRM data does DejaOffice use? – Contacts, Activities, Notes, History, Deals, Expenses

Q. How does this work with DejaOffice on my Phone. – In addition to migration, DPC has built in sync to DejaOffice on Android and iPhone. You can use Wi-Fi, USB or DejaCloud sync.

Q. Does this replace CompanionLink for me? – If you use CompanionLink Express then DPC effectively replaces the product. That is; you will not need to use CompanionLink any more. You can always go back though. This product does not remove CompanionLink settings or modify them in any way (except to turn them off).

Q. Is there an Outlook Add-In? – DPC Express contains an Outlook Add-In that allows you to launch, view, and modify your CRM Data from inside of Outlook. Using the Add-in is optional, but it will extend the features of Outlook. For instance, in Outlook 2019, with IMAP folders, Color categories are not available. DPC will allow you to set categories for calendar events, tasks and contacts. Outlook will show the colors.