DejaOffice PC CRM Express

Why Express?

DejaOffice offers fast and easy PCB based CRM. The Express version contains more powerful CRM features than the lower priced Standalone version.

1. Create Database Querys 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

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

DejaOffice

On your phone we feature DejaOffice CRM with PC Sync from the App Store. DejaOffice synchronizes to Native Accounts for Contacts and Calendar.

Portable License

Your license is for you, not your PC. When you buy a new computer, you do not need to purchase a new license. With CompanionLink you use your email address to register the software on a new computer.

US based company

CompanionLink is located in Portland, Oregon. Our servers are based in New Jersey to take advantage of proximity to international fiber network. 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.