Replace Outlook Customer Manager (OCM) with DejaOffice CRM Plugin for Outlook

Microsoft has officially retired Outlook Customer Manager. DejaOffice CRM Plugin for Outlook adds History, Followups, Scheduling and Real Mobile Apps to fully replace Outlook Customer Manager (OCM). Buy risk-free with a full money-back guarantee!

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

A CRM Solution that works with Outlook on your PC Desktop

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. Outlook retirement Announcement 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
DejaOffice PC CRM for Outlook
Average User Rating:
Average rating: 4.82 out of 5 based on 34 reviews.
Free 14 day trial. Price $99.95
Best CRM Plugin for Outlook
  • USB, Wi-Fi and Cloud sync options
  • One license for 3 computers; work, home, laptop
  • US Based Telephone tech support!
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.

    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

    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.

    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
    Great Customer Service
    By Andrea P
    on May 25, 2020
    CompanionLink for Outlook
    Renee C. was very helpful and took time to follow up with me after our call to ensure my issue was resolved
    Support
    By Joe Carreno
    on May 21, 2020
    CompanionLink for Outlook
    Thank you Renee for taking the time to troubleshoot the problem I was having and for your support and eagerness to help. The link with the update you sent me did the trick to resolve the issue with the linking between Outlook & Google.
    Excellent Support
    By Blanca M Gaona
    on May 20, 2020
    CompanionLink for Outlook
    I have CompanionLink for many years, once in a while I run into some small problems mainly because I am not savvy in computer matters. When this happens I call for support and immediately get taken care of. Today I dealt with Renee who helped me out to a point that she had to refer me to Amy who in no time resolved my problem. Thanks CompanionLink for your help, patience and wonderful service.
    Excellent Customer Service
    By Richard C
    on May 11, 2020
    CompanionLink for Outlook
    My company owns a Support Desk Center so we understand great customer service. Renee C at Companionlink is a prime example of just that. She consistently got right back to me, she is kind and compassionate, she is knowledgable and she helped me quicly resolve my problem.

    Kudos to Renee C and the CompanionLink Support Team!
    Thanks, Renee
    By Stephen W
    on May 8, 2020
    CompanionLink for Outlook
    I've been using CompanionLink for many years with very few problems. When a problem came up a few days ago I called them and reached Renee. In lightening-fast time she fixed the problem and everything is fine again. As a bonus she also sent me a link to download the latest release.

    Thank you, Renee.
    Rene did a great job
    By Terri S.
    on May 1, 2020
    CompanionLink for Outlook
    Rene did a great job working with me to solve my synchronization problem.

    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
    • Microsoft Business Contact Manager 2013
    • Microsoft Business Contact Manager 2010
    • Microsoft Business Contact Manager 2007
    • Outlook 32-bit
    • Outlook 64-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 16, 2020 3:30 pm