About DejaOffice PC CRM
DejaOffice PC CRM is a customer relationship management software from CompanionLink designed for secure data management on the PC. It offers standalone, Express, and Pro editions for various user needs. DejaOffice includes features such as data synchronization to Android and iPhone via USB, Wi-Fi, and Bluetooth, ensuring the customer information is readily accessible. It is a cloud-free, on-premise solution that allows users to maintain complete control over their data. The software is not an email prospector, sales-funnel builder, or lead-blasting tool, making it suitable for users who require straightforward CRM capabilities. Key capabilities: secure data management direct device synchronization multiple edition options user-friendly interface on-premise storage Best for: businesses and individuals that need reliable local customer data management.
DejaOffice by CompanionLink is a compelling CRM solution that prioritizes local data control and offline accessibility, setting itself apart from the wave of cloud-based customer management platforms. Designed for small to medium-sized businesses, it serves organizations seeking a straightforward yet feature-rich CRM system that stores sensitive customer data securely on local PCs or office networks. DejaOffice delivers core functionalities such as contact management, task and appointment scheduling, email and communication tracking, and deal management, with the added benefit of a secure, on-premise setup. This unique value proposition appeals particularly to companies that are wary of hosting customer data on external servers and who value full ownership over their information. The software’s user interface is described as clean, intuitive, and immediately accessible to new users. The design allows users to navigate between core features with minimal friction, and the main dashboard arranges functions in a logical, toggle-based layout. The presence of features such as color-coded contact tags enhances usability, allowing businesses to differentiate between leads, clients, and other designations quickly.
Pros & Cons
- Simple and user-friendly interface
- Strong integration with previous CRM systems
- Flexible category filters for better organization
- Cost-effective compared to alternatives like ACT
- Avoids reliance on cloud storage, offering local data management
- GTD (Getting Things Done) implementation supports productivity
- Supports project management alongside CRM functions
- Letter writing and email template creation could be improved
- Desktop application is slow and cumbersome for some users
- Search accuracy issues, leading to occasional data loss
- Customer support experiences vary, with some users finding them unhelpful
- Initial setup may require additional guidance for effective customization
Features
Key features
DejaOffice stores CRM data locally on users' PCs and office networks, providing speed, control, and data ownership compared to cloud-based systems, and ensuring accessibility even without internet. This local storage is a core differentiator.
Unlike subscription-based cloud CRMs, DejaOffice offers a perpetual license with a one-time purchase fee, potentially leading to significant long-term cost savings. This pricing model is a key advantage.
DejaOffice offers an Outlook Add-In that brings CRM functionalities directly into the user's inbox, consolidating contact information, email history, tasks, and calendar events. This enhances user convenience for Outlook users.
DejaOffice can synchronize data (contacts, calendar, tasks, notes) between the PC-based CRM and Android and iPhone devices via USB, Wi-Fi, Bluetooth, or DejaCloud, ensuring data accessibility on the go. This provides flexibility for mobile users.
DejaOffice offers a Pro version that allows multiple users within an office and remote employees to access and share the same CRM data, facilitating team collaboration and a unified customer view. This supports team-based sales and support efforts.
DejaOffice facilitates easy migration of contact lists from cloud-based CRM platforms and select on-premise CRMs like Act! and GoldMine, simplifying the transition process for new users. This reduces the barrier to adoption.
Additional features
Stores data locally on a PC or network drive.
Keeps customer data on the user's hardware.
Lightning-fast data retrieval due to local storage.
Users own and control their locally stored data.
Data is accessible even without an internet connection.
Protection from cloud-based scrapers and robots.
Data can be synced with Android devices.
Data can be synced with iOS devices.
Easily use DejaOffice on PCs and laptops remotely.
Ability to share data securely with staff.
Offers a perpetual license instead of subscriptions.
Offers an Outlook Plugin for CRM functionality within Outlook.
Multi-user feature for contact sharing.
Tracks tasks, notes with timestamps, and communication history.
Allows color-coding of contacts to show customer type.
Compatible with various Windows operating systems.
User-friendly interface.
Quick performance.
Option for individual use.
Option for team use (Pro version).
Offers a trial period before purchase.
Can integrate for sending form emails and newsletters.
Ability to send standardized emails to clients.
Basic newsletter functionality.
Cloud-based synchronization service.
Data synchronization via USB connection.
Data synchronization over a Wi-Fi network.
Data synchronization via Bluetooth.
Features for organizing and managing contact information.
Tool for scheduling appointments and events.
Features for creating and tracking tasks.
Recording notes with timestamps for context.
Logs communication and interaction history with contacts.
Functionality for tracking sales deals.
Feature for managing projects (available in Pro).
Feature for managing accounts (available in Pro).
Ability to initiate calls to contacts from the CRM.
Tool for filtering and searching data.
Plugin for integrating CRM features into Outlook.
Functionality to import data from Outlook.
Functionality to import data from Act! CRM.
Functionality to import data from GoldMine CRM.
Shared calendar for team scheduling (available in Pro).
Simple data extraction on mobile.
Feature for managing accounts (available in Express).
Converts emails into contact history items (available in Express).
Tracks SMS communication history (available in Express).
One-time purchase for permanent use.
Ability to assign, schedule, and monitor team tasks.
Team task information updated in real-time.
Easy transfer of data from other CRMs.
Access CRM functionalities on mobile devices.
Ability to create and present project timelines on mobile.
Simple and easy-to-understand user interface.
Automatically records contact data and calendar tasks from other apps.
Functionality for managing expenses.
Compatibility with Palm Desktop.
Syncs with Google Calendar.
Compatibility with Office 365.
Compatibility with Microsoft Exchange.
Compatibility with Quotewerks.
Customer support via email.
Customer support via phone.
Real-time customer support.
Customer training resources.
Customer support via a ticketing system.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About DejaOffice PC CRM
DejaOffice PC CRM is a customer relationship management software from CompanionLink designed for secure data management on the PC. It offers standalone, Express, and Pro editions for various user needs. DejaOffice includes features such as data synchronization to Android and iPhone via USB, Wi-Fi, and Bluetooth, ensuring the customer information is readily accessible. It is a cloud-free, on-premise solution that allows users to maintain complete control over their data. The software is not an email prospector, sales-funnel builder, or lead-blasting tool, making it suitable for users who require straightforward CRM capabilities. Key capabilities: secure data management direct device synchronization multiple edition options user-friendly interface on-premise storage Best for: businesses and individuals that need reliable local customer data management.
DejaOffice PC CRM Details
DejaOffice PC CRM's In-App Market Place
Does DejaOffice PC CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), BRL (R$), RUB (₽)
Pros & Cons
- Simple and user-friendly interface
- Strong integration with previous CRM systems
- Flexible category filters for better organization
- Cost-effective compared to alternatives like ACT
- Avoids reliance on cloud storage, offering local data management
- GTD (Getting Things Done) implementation supports productivity
- Supports project management alongside CRM functions
- Letter writing and email template creation could be improved
- Desktop application is slow and cumbersome for some users
- Search accuracy issues, leading to occasional data loss
- Customer support experiences vary, with some users finding them unhelpful
- Initial setup may require additional guidance for effective customization
DejaOffice PC CRM's Support Options
Contact
+1 503-243-3400DejaOffice PC CRM's Alternatives
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