Replace Outlook Customer Manager (OCM) with DejaOffice PC CRM 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.

Outlook Customer Manager officially discontinued

In December 2019 Microsoft announced they are officially retiring Outlook Customer Manager. DejaOffice provides all features of Outlook Customer Manager plus the speed and security of storing your valuable Customer data on your local PC. DejaOffice provides tracking and followups, and reports. You never have to be a hostage of monthly cloud payments. DejaOffice is affordable. Choose from $8 per month or a one-time price if $99.95!

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

Sync using USB, Wi-Fi, Bluetooth or DejaCloud

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

Sync to your Cell Phone -

Automatically Sync to DejaOffice on your phone - Contacts, Calendar, Tasks and Notes. Ring Alarms, Access Maps and Directions

Contacts, Calendar,Tasks and Notes -

Unlimited number of Contacts, Calendar Items, Tasks and Notes. 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 categories

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 several 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 Business 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 satisfied 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.