DejaOffice Review

Integrated contact management

DejaOffice PC CRM consolidates contact information, the message history, and the transactional history across different email servers on the platform. Each contact is given a profile with fields that are filled up manually or through automation. The profiles can be color coordinated in accordance with the contacts’ designation, whether they’re leads, existing customers, or delinquent payers.

Since the profiles display the latest interaction between users and their contacts, salespeople can pick up where they left off with their clientele. This allows them to build rapport and trust with their contacts, en route to closing deals.

Outlook as a CRM platform

A lot of people use Outlook, so DejaOffice PC CRM devised a way to turn it into a CRM platform. Using the Outlook Add-In plugin, you can view your message history with your contacts in one panel. Users can also create tasks, memos, and events, on top of retrieving messaging histories, using the plugin. The outputs will then be scheduled automatically on the platform’s calendar. With this, users can keep track of all their tasks and not miss any of their commitments.

Manage your schedule with ease

Through DejaOffice PC CRM’s interactive calendar, you can input tasks and schedule meetings and correspondences with clients. This way, you can finish all your deliverables on time and pick up on your conversations with your customers without missing a beat. The calendar integrates with Google Calendar, as it automatically records the entries coming from the latter along with all the pertinent information.

You can also extract the calendar and pin it to your desktop, so you can view all your tasks for the day first thing in the morning.

Manage your team’s tasks

DejaOffice’s Pro plan grants users the ability to assign, schedule, and monitor team tasks through the multi-user calendar functionality. With this, you can oversee the performance of your team and see their capacity to take on more leads in the process. Information is recorded in real-time, so your sales agents can quickly provide you updates on their dealings, or if their leads have special requests from the company before agreeing to a deal.

Painless migration process

Outages are known to paralyze operations, thus DejaOffice PC CRM offers users an array of options to manage their contacts even if the internet is down. You can migrate contacts using a USB or through Bluetooth. DejaOffice PC CRM also offers a cloud network called DejaCloud as backup storage for your contact database. Moreover, the platform is designed to retrieve contact databases from other CRM software and store them on your computer and mobile devices.

Remote CRM

The platform has a native mobile app, available for iOS and Android users, that carries all the major functionalities of the desktop version. This means you can manage your contacts and potentially close deals even if you’re away from the office. Furthermore, you can leverage the calendar to create project timelines, which you can present during client meetings. This way, your client will feel that your company has got everything covered should they choose to work with you.

One-time payment

One of DejaOffice PC CRM’s major advantages over the competition is its pricing scheme. All five pricing plans come with one-time payments. This means you won’t need to worry about monthly payments as well as software service interruptions coming from unsettled dues.

Easy-to-navigate interface

Any new platform bears a learning curve, and in the case of DejaOffice PC CRM, that curve is more of a tiny arch. New users can immediately see all of the software’s major functionalities on the dashboard. Each module functions in a straightforward manner, allowing you to perform a lot of operations with just a few clicks and keypresses.

Also, the system automatically records and organizes contact data and calendar tasks from other applications. This saves you time and drastically reduces your software-related tasks.