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

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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.

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