Multi-User On-Premise CRM - Adds Scheduling, Followups, Journal and Mobile Sync with a shared on-premise database. Free US Based Telephone Tech Support! Buy risk-free with a full money-back guarantee!

DejaOffice PC CRM Professional

A multi-user on-premise CRM with sync to Android and iPhone

DejaOffice PC CRM DejaOffice PC CRM
DejaOffice PC CRM Pro
Average User Rating:
Average rating: 4.83 out of 5 based on 42 reviews.
Free 14 day trial. Price $199.95

What is DejaOffice PC CRM?

DejaOffice PC CRM is a full featured PC CRM tool With DejaOffice you can easily add contacts and complete calls, events, tasks and emails and notes with your customers, vendors, and associates.

On Premise CRM

DejaOffice uses a SQLite file which may be shared for all staff members. Staff members can add Contcts, Calendar, Tasks and other information, and that information is instantly available to all the others.

Cloud Sync Option

For staff members that use Laptops, or who work at home, you can link DejaOffice using DejaCloud Sync. DejaCloud is a hosted service, and one year of free service comes with your purchase. If you sync less than 5000 records, DejaCloud costs about $2 per month per user.

Local Sync Option

For those who want increased security, DejaOffice can sync to Android and iPhone using USB, Wi-Fi and DejaCloud Sync

For the Mac

DejaOffice runs fine on Bootcamp and Parallels. Load it using those tools for Mac use.

Outlook Add-In

DejaOffice has an Outlook add-in so it will run inside the Outlook Email pane

Record Limits

There are no built in record limits. We have tested with more than 60,000 records and it works fine. We have tested multi-user access and it works fine. Contact notes can exceed one gigabyte insize (not recommended)

API and Extensions

The data file is accessible using SQLite tools. You can write extensions that add data directly to the file.

DPC Features

Contacts, Calendar,Tasks and Notes -
Unlimited number of Contacts, Calendar Items, Tasks and Notes. We have sites with up to 100,000 Contacts. 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 caregories
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 serveral 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 Buiness 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

Portable License

Our competitors lock their license to your computer. So when you buy a new computer, you need to buy a new license. With CompanionLink you simply register the software on a new computer using your email address.

US based company

CompanionLink is located in Portland, Oregon. Our servers are based in New Jersey to take advantage of proximity to the East Coast, and the transatlantic cables to Europe. Our servers are high technology and really fast!

RunStart and Premium Support

With CompanionLink you can call us at (503)243-5200 for support, Monday through Friday, 7am-3:30pm Pacific Time. For those with special needs, use our RunStart Service gives you a one-time hands on session with a top tier technician. Our technician will log into your computer, set up the sync, and ensure you are completely satisified with the solution. If you want this service regularly, use Premium Support for a full year and up to five service tickets.

DejaOffice

On your phone we feature DejaOffice CRM with PC Sync from the App Store. DejaOffice holds your CRM Contacts, Activities, Notes and History with the same internal formats as in DPC! DejaOffice synchronizes to Native Accounts for Contacts and Calendar.

CRM data we sync to DejaOffice

  • Contacts
    • Names, addresses, phone numbers, email addresses
    • Outlook categories and colors
    • Contact notes
    • Birthdays
  • Calendar
    • Meetings and Calls
    • Day, Week, Month and Year views
    • Recurring and all-day events
    • Alarms/reminders
  • Task items
    • Task priorities
    • Recurring tasks
    • Due dates
    • Complete tasks on Android
    • Supports Getting Things Done, Franklin Covey, and Take Back Your Life formats
  • Journal
    • Email and Call Journal
Excellent Customer Service
By Terrence D
on Nov 23, 2020
Fantastic product and Fantastic Customer Service! I have used this product for 8 years. Life would not be the same without it.
Excellent support!
By Larry S
on Sep 28, 2020
Special thanks to Renee C. for he prompt and very helpful guidance on resolving my problems with a new phone accessing DPC over USB.

The crux of my problem was not realizing I had to switch from Charging to Data Transfer in the new phone for it to be accessible to DPC.
Best customer service ever!!
By Gary M
on Aug 26, 2020
Best company and best people ever! Been using palm pilot and now companionlink for 30 years, Its great to be able to support a company as dedicated to its craft and people as they are. There is no other tech support that comes close.
CL support is great - again and again
By Mark A
on Aug 17, 2020
This weekend I experience a sync problem I could not figure out with Companion Link PC CRM. This morning I called CL support, and within 1 minute was on the phone with Renee. She immediately understood the problem, walked me through the solution step-by-step and followed up with a detailed email on the issue in case it ever happens again (which I doubt it will, thanks to some software updates and settings tweaks she suggested). Immediate response, friendly and engaged service. a thorough understanding of my issue and a solution in minutes. That's 5-star. And Renee is not the only one. Every time I have called CL Support over the years - every time - the customer service is exactly the same. Come to think of it, the customer service from Companion Link is 6 or 7-star at least, but you'll just have to imagine the two extra stars on top of this review.
May be as good as my dear old Palm!
By Lyndia D
on Jul 23, 2020
CompanionLink was a godsend years ago when the new Win10 would not run Palm Desktop and I had to move to an alternate handheld/database/sync. Just under a year ago I tested DejaOffice PC CRM but did not find all the functionality I needed yet to replace Outlook. Since then the CompanionLink team has built in pretty much all the pieces I had to have, so now I am fully transitioned to DPC. Between DejaOffice on my handhelds, CompanionLink and DejaOffice PC CRM on my PC, this feels like my dear old Palm Desktop now, with many improved features. Well Done!
Great application & very responsive support
By Jose C
on Apr 22, 2020
I have used DejaOffice for Android for several years and really like it. It syncs well to my Windows MS Outlook and to the cloud. I decided to get the Windows version. It has had several frustrating glitches, but support engineers have been extremely responsive and have been diligent in providing solutions. Judging from my experience with the excellent Android version, and because this is still a new Windows app, I am optimistic that bugs will continue to be worked out. Despite any hiccups, I am happy with the app. Yes, I am rating this five stars because I am optimistic that it will turn into a really good and useful application just as the Android version has been.

Last modified: Jul 19, 2020 11:57 am