On Premise CRM with Contacts, Calendar, Tasks, Notes, History, Deals and Followups
Why Express?
DejaOffice offers fast and easy PC based CRM. The Express version contains more powerful CRM features than the lower priced Standalone version.
Create Database Querys to automate your reports and lookups.
Automatic import of Outlook Emails to Contact History
Deals (Opportunities) Reports and Sales Funnel
Import Contacts, Contact Notes, Activities, and History from Act! and Goldmine
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?
Contacts, Calendar, Task and Notes
Expense, Deals (Opportunities), Followups, History
Sync to DejaOffice on Android and iPhone using USB, Wi-Fi, Bluetooth, DejaCloud
Free USA Based Telephone Technical Support
Does not require any Cloud, iCloud, or Exchange connection
90-day money back guarantee
One purchase for 3 PCs; work, home and laptop
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.
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
