As Featured in Forbes in 2019 - Multi-User PC Based CRM - Adds Scheduling, Followups, History and Mobile Sync for your Sales and Customer Service Team. the best Outlook CRM Plugin - Adds History, Followups, Scheduling and Mobile Sync to make Outlook an effective CRM Tool.
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The best Outlook based CRM for your PC
DejaOffice PC CRM for Outlook

An Outlook plugin that shows Customer History, Accounts, Followups, and Tasks right from your Outlook Inbox

Best CRM Plugin for Outlook

An Outlook Add-In for Customer Relations Management

When a customer emails you, do you sometimes struggle to remember their past orders, or when you are scheduled to meet with them?

Wouldn't it be nice to have the customer history on the screen, as well as an easy way to create an followup task and appointment?

DejaOffice for Outlook can handle all these items and make your day more productive. It is not expensive and will quickly pay for itself in time savings and convenience.

What is DejaOffice PC CRM?

DejaOffice PC CRM adds Customer Relations Managment to your Outlook Email App. With DejaOffice you can easily track all calls, meetings, tasks, emails and text with your customers, vendors, and associates.

Features of DejaOffice PC CRM?

  1. An Add-In is placed on the Outlook Email screen
  2. Shows key contact info for every email you get
  3. Drag and Drop an email to create a Task or Event
  4. One Click to access the full CRM
  5. Pin your Calendar and Call list to your PC Desktop
  6. Free USA Based Telephone Technical Support
  7. Does not require any Cloud, iCloud, or Exchange connection
  8. Works with IMAP/POP3/local folders
  9. Sync to Android and iPhone
  10. 90-day money back guarantee
DejaOffice PC CRM for Outlook
Average User Rating:
Average rating: 4.83 out of 5 based on 41 reviews.
Free 14 day trial. Price $99.95
DejaOffice PC CRM for Outlook Add-In Detail DejaOffice PC CRM for Outlook Add-In Detail
  • USB, Wi-Fi and Cloud sync options
  • One license for 3 computers; work, home, laptop
  • US Based Telephone tech support!
  • For Multi-User options see DejaOffice PC CRM Pro
DejaOffice PC CRM for Outlook Add-In Detail DejaOffice PC CRM for Outlook Add-In Detail

Setting Up the Outlook Add-In

On a new install of DejaOffice PC CRM, the Outlook Add-in will be enabled be default. Simply install the DejaOffice PC CRM and the Add-in will appear in Outlook as it's own panel.

The Add-In panel sits on the right side of your Outlook Email and Contact screens. As each email is selected, it shows the matching contact info in your database.

  • Phone number and time zone for the contact.
  • Notes and Custom Fields.
  • One click to create Task or Event followup.
  • Drag and drop email to make a Note or History item.
Setting up the DejaOffice for Outlook Add-In
DejaOffice PC CRM for Outlook Add-In Detail DejaOffice PC CRM for Outlook Add-In Detail

Using the Outlook Add-In

  • To create a new Contact from an Email - Click the "New Contact" button and enter the contact information.
  • To create an Event, Task, Memo or History from an Email - Drag and Drop the Email to the appropriate button in the DejaOffice Panel.
  • To create an Follow Up Event, Task, or Memo - Click on the Icon in the Follow Up bar.
  • To quickly open your Calendar, Task list or History - Click on the button in the add-in panel.
  • Setting up the DejaOffice for Outlook Add-In
    DejaOffice PC CRM for Outlook Agenda View DejaOffice PC CRM for Outlook Agenda View

    Daily Agenda View

    A single view to show your appointments and tasks for today. Highly configurable for size and style.

    • Daily appointments and tasks.
    • Details for the next upcoming appointment
    • Full support for category colors.
    • Emojis for each event and task.
    DejaOffice PC CRM for Outlook Monthly View with Pinned Windows DejaOffice PC CRM for Outlook Monthly View with Pinned Windows

    Month View and Pinned Windows

    Pin any view to your PC Desktop. See your contact list and calendar without opening any app. Fully up to date view keeps you current during the day.

    • Click on month view to see any day.
    • Schedule new events from the Pinned view.
    • Search Contacts and Tasks.

    Secure Sync - No need to share your data with Microsoft, Google or Apple. Fast and secure sync from your PC to your Phone. The more you use Outlook, the more you need CompanionLink and DejaOffice.

    DejaOffice vs Native Apps on Android

    Check out our comparison for DejaOffice CRM and Native Android Contacts, Calendar, Tasks and Notes.

    DejaOffice vs Outlook App on Android

    Check out our comparison for DejaOffice CRM and Outlook App Contacts, Calendar, Tasks and Notes.

    No Exchange Sync

    Exchange ActiveSync (EAS) was developed and licensed by Microsoft. There are many limitations of the protocol.

    • Exchange based syncs are slow - taking 15 minutes or more to sync changes
    • Calendar colors have limited support
    • Exchange is not Outlook. You can easily sync Outlook without using Exchange

    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

    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.

    DejaOffice

    On your phone we feature DejaOffice CRM with PC Sync from the Google Play store. DejaOffice holds Contacts, Calendar, Tasks and Notes together, and with the same internal formats as in Outlook. DejaOffice synchronizes to Android Native Accounts for Contacts and Calendar.

    If you don't want to use DejaOffice then simply set it to sync to native Android Contacts and Android Calendar.

    We also offer sync to Google. Same product. One purchase. Switch your method at any time.

    *Recommended, Secure, Automatic, Fastest
    How to Sync Outlook with Android
    Outlook Sync Outlook with Android via DejaCloud Android Outlook Sync
    1. Install CompanionLink on your PC or Mac
    2. Install DejaOffice on your Android Phone or Tablet
    3. Select USB, Wi-Fi, Bluetooth or DejaCloud sync

    Setup Guides:
    Android Sync with Outlook via DejaCloud
    Android Sync with Outlook via USB
    Android Sync with Outlook via Wi-Fi
    About Outlook for Mac 2011 and 2016
    CLSH for Android
    About DejaCloud

    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.
    Compassionate customer service. Best ever!
    By Michael M
    on Mar 24, 2020
    I was on the fence about renewing Deja Office cloud service until I got an assist from customer service. Not on the fence anymore.

    Outlook data we sync to DejaOffice

    • Contacts
      • Outlook Contacts sync to DejaContacts
      • Names, addresses, phone numbers, email addresses
      • Outlook categories and colors
      • Contact notes
      • Birthdays
    • Calendar
      • Outlook Calendar syncs to DejaCalendar
      • Day, Week, Month and Year views
      • Recurring and all-day events
      • Alarms/reminders
      • Busy/free flags
      • Accepted meeting invites (with list of attendees)
      • Multiple Outlook calendars (Requires CompanionLink Pro)
    • Categories
      • Outlook categories (contacts, calendar, tasks and notes) with colors sync to DejaOffice
    • Tasks
      • Outlook Tasks sync DejaTasks
      • Task priorities
      • Recurring tasks
      • Due dates
      • Complete tasks on Android
      • Supports Getting Things Done, Franklin Covey, and Take Back Your Life formats
    • Notes
      • Outlook Notes sync to DejaMemos
      • No character limit lets you edit and store long notes
    • Journal
      • Outlook Journal sync to DejaJournal

    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

    Outlook Versions

    • Office 365 Pro Plus
    • Office 365 Business
    • Office 365 Home Sync with Android
    • Outlook 2019
    • Outlook 2016
    • Outlook 2013
    • Outlook 2010
    • Outlook 2007
    • Microsoft Business Contact Manager 2013
    • Microsoft Business Contact Manager 2010
    • Microsoft Business Contact Manager 2007
    • Outlook 32-bit
    • Outlook 16-bit
    • Supports MS Exchange Public Folders visible in Outlook
    • Supports MS Exchange Shared Folders visible in Outlook
    • Outlook IMAP Folder
    • Outlook POP3 Folder
    • Outlook iCloud folder
    • Outlook Google Apps folder
    • Outlook.com
    • Hotmail.Com
    • Office 365 secure USB sync

    Last modified: Feb 19, 2020 2:14 pm