An - On-Premise CRM to Manage your Customer Relations - Followups, Scheduling and Mobile Sync to make an effective CRM Tool. Free US Based Telephone Tech Support! Buy risk-free with a full money-back guarantee!

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

Quick and Easy Migration from any PC or Web based CRM



Use our Migration Guide to quickly move your Contacts, Calendar, Tasks, Notes, History, Categories, and Custom Fields to DejaOffice

On Premise data means DejaOffice runs faster and is far more secure than any cloud-based system. A perpetual license is a lot less expensive and frees you from ever increasing monthly payments.

We are committed to storing your data safely and securely on your PC. You own your data. You have complete control of it.

DejaOffice PC CRM Express
Average User Rating:
Average rating: 4.83 out of 5 based on 75 reviews.
Free 14 day trial. Price $149.95

Apps

  • Contacts:
    Call, text, map and navigate.
  • Calendar:
    Keeps your schedule and remind you.
  • Tasks and Notes:
    Create, Prioritize, and Check Off tasks. Write and store notes to yourself.

Features

  • Colors:
    Color code your schedule and lists, to easily handle your day.
  • Persistent Alarms:
    Never miss a reminder with DejaOffice persistent alarms.
  • Completion:
    Complete Meetings and Tasks to history stored for each Contact.

Benefits

  • Efficiency:
    Use DejaOffice with Franklin Covey, Getting Things Done (GTD), MYOB, eProductivity, and 4 hour work week.
  • Templates:
    Automate data entry tasks using Templats for standard Appointments, Tasks and Contacts

Tech Support

Local Data

  • Security:
    your master database is on your PC in your home. Not on the Cloud
  • Backups:
    Automatic backups on your PC and Phone.
  • Tasks and Notes:
    Create, Prioritize, and Check Off tasks. Write and store notes to yourself.

Migration

  • Built-in Import:
    DejaOffice will import from Outlook, Business Contact Manager, Act!, GoldMine, Zoho, Monday, Salesforce and Hubspot.
  • CSV File Support:
    Import and export using standard CSV files.
  • Completion:
    Complete Meetings and Tasks to history stored for each Contact.

Easy to Use

  • SQLite:
    Based on SQLite which is an industry standard small and fast multi-user SQL server
  • Deployment:
    The system automatically deploys on your server - even for multi-user configurations

Guaranteed

  • Money Back:
    If you are not completely satisfied we will give you your back.
  • Hours:
    7am-3:30pm US Pacific Time

Watch our 2 minute Video

PC CRM with Android and iPhone Sync

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

What makes our software unique

  • Free US-based telephone support
  • Full support for Categories and colors
  • Supports contacts, calendar, tasks, notes
  • USB, WiFi, Bluetooth, DejaCloud, and Google sync
  • Works with Android, iPhone, iPad
  • Full contact notes, contact pictures, alarms
  • Automatic data encryption on device

Helpful Resources

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.

Bon organisateur
By Michel MONTAGNE
on Feb 7, 2024
J'ai commencé avec Palm Desktop, puis ai utilisé Companion Link et maintenant DejaOffice. C'est un changement important pour moi : les données peuvent être cryptées et l'application est très complète et intuitive. Merci.
Excellent Planner
By Ed M.
on Dec 6, 2023
I was an avid fan of the electronic Franklin-Covey planner back in the day and then they quit supporting it. Since then, I have been struck with Outlook, which I strongly dislike but is at least free, because the other planners I tried did not cut the mustard (and they were expensive).

In the new Outlook, Microsoft has made it clear they will no longer support the few features I prefer so I was motivated to start looking. Having used DejaOffice/CompanionLink software for years with excellent success and support, the PC CRM Standalone seemed worth the time to try.

Boy, am I happy! This Franklin-Covey style planner works better than I had hoped. The setup was very easy and successfully transferred all my data without issues. It is a pleasure to use. Best of all, it is a one-time expense.
Great Product and great Technical Staff.
By Stephen M
on Sep 15, 2023
I have been using DejaOffice PC CRM for about two years and have found it to be very user friendly, and I am quite happy and satisfied with the product. It is also a pleasure communicating with the company because I found its Technical Staff to be ready and willing to assist with any concern that the customer may raise with them. Their Technical Staff Nathan, Thomas M., and Tiffany D. have provided valuable and professional help including updated release and debugging. I would recommend CompanionLink and DejaOffice PC CRM without hesitation. Great Product, great company, and great technical staff.
DejaOffice
By ANTHONY T.
on Oct 18, 2022
MICHAEL WAS EXCELLENT...HE KNEW THE PRODUCT LIKE THE BACK OF HIS HAND..I HAVE BEEN DEALING WITH COMPANION LINK FOR YEARS AND I HAVE NEVER HAD SOMEONE WHO WAS SO KNOWLEDGABLE AND QUICK. THERE WAS NO HESITATION IN WHAT HE NEEDED TO ACCOMPLISH. HE ALSO PROVIDED ME WITH INFORMATION ON A NEW PRODUCT WHICH WOULD MAKE IT EASIER FOR ME IN THE FUTURE..I WAS MORE THAN SATISFIED
Super service Great Product
By Chris C
on Feb 14, 2022
Used ACT for 15 years and was being forced into subscription model that I didn't want. Sales rep Wayland showed me Deja CRM and it was the perfect alternative and met all my CRM needs and I could host it locally for a one time flat fee. I have used Deja Office and Companionlink for years so it was a natural transition. The best customer support in the industry! 5 stars!
A very reliable product
By Mike S
on Feb 7, 2022
Have been using CRM products for nearly 30 years and now, being retired, still need a contact & diary system which will synchronise my PC, phone and tablet reliably. Déjà Office does that admirably.
The only time I have needed technical help was at the initial start-up and conversion from ACT. With the help of Tech Support this was done almost entirely by email and worked out well.
The only new facility I would appreciate is an optional two-stage alarm on a single diary entry, the timing between them to be adjusted. This is to make up for the failing memory of a retired salesman!

Last modified: Aug 20, 2023 1:26 pm