Outlook based CRM with Android and iPhone Sync

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.
Free US Based Telephone Tech Support! Buy risk-free with a full money-back guarantee!

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: 4.87 out of 5 based on 31 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

    DejaOffice PC CRM - Features

    Contacts, Calendar,Tasks and Notes -
    Basic Contact management functions. Unlimited number of Contacts, Calendar Items, Tasks and Notes.
    Day View, Week View, Month View, Calendar List
    Basic Calendar functinons for Day, Week, and Month views. Recurring appointments, multi-day events, color caregories
    Print List and Detail
    Print Contact List, Contact Detail, Dayh View, Month View, Task List, Notes.
    Contact Notes with Date
    Contact Notes field with optional Date label for each note.
    Private Records, Masked Records, Hidden Records
    Mark any Contact, Calendar or Task private. Settings to mask or hide private records. Make sure no one sees your private data.
    Automatic Backup
    Automatically backs up every day or every week. Easy to move or restore backup.
    Sync with another PIM
    Automatic Sync with Outlook, Palm Desktop, or Google. DPCX,DPCP will sync with Act! and GoldMine.
    Sync with another CRM
    Requires Express/Pro: Sync with with Act! and GoldMine.
    Scan Outlook Email to History
    Requires Express/Pro: Automatically scan inbox and outbox to build Contact History automatically.
    Multi-User Shared Files
    Requires Pro: Store database on server so that your staff can log in. Set individual user ID's. Set individual passwords. Each record can have an "owner" and can control visibility for other users.

    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

    Compassionate customer service. Best ever!
    By Michael Mish
    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.
    DejaOffice PC CRM Standalone Feedback
    By Alan R
    on Mar 1, 2020
    Having used another program for many years, I am realizing how much more information I can review at one time (especially with the recent update allowing more direct Notes access), and how dynamic the lookup is for information in the profile AND the notes. That's not even to mention the dynamic synch with all updates automatically populating all of my devices. Outstanding.



    Please keep the very useful updates coming.
    A Change for me
    By M M
    on Jan 22, 2020
    The Palm program I was using crashed. The DejaOffice program is similar and better.
    Exceptional Product & Support
    By Mark H
    on Jan 9, 2020
    I have been using your product for well over 10 years. In this complicated day of digital everything its nice to find a company that offers consistently great product and stellar support. You guys are THE BEST! Keep it up!
    Excellent Support
    By Fred A
    on Jan 8, 2020
    Technical support was of great assistance migrating from Act! by importing people contacts and companies; and then assisting synchronizing PC CRM with my iPhone. Thomas was very helpful. This was a pleasant change from Act, which usually referred me to its website articles to answer my questions.
    Deja OfficePC
    By Steve T
    on Jan 6, 2020
    OMG.... after being screwed over for years by Act!, I could not believe the amount of customer assistance from Companionlink. Every person I talked to was soooooooo helpful. The new owner's of Act! unilaterally decided that my (bought and paid for) software could no longer be used by me. Thank GOD Companionlink showed me how to "save" all my data into Deja Office.

    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