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The profiles can be color coordinated in accordance with the contacts’ designation, whether they’re leads, existing customers, or delinquent payers. Each contact is given a profile with fields that are filled up manually or through automation.
#Dejaoffice companionlink pc Pc
Overview of DejaOffice BenefitsĭejaOffice PC CRM consolidates contact information, the message history, and the transactional history across different email servers on the platform.
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It also integrates with worthwhile applications like Act!, Goldmine, Palm, Outlook, and Google.ĭejaOffice PC CRM has five pricing plans, each offering a one-time payment, and comes with a 14-day free trial.
#Dejaoffice companionlink pc software
You can also extract the calendar from the software and pin it on your desktop, so you won’t forget any of your tasks.įurthermore, it has functionalities for expenses and deals so you can manage your cash flow and close sales, respectively. There, you can enter daily tasks and schedule events, such as calls to clients or meetings with your team, on top of the entries it mined from Google Calendar. This minimizes confusion and allows users to build meaningful relationships in their dealings.Īnother notable feature is the platform’s built-in calendar.
The profiles can be color-coded so you can quickly recognize if they are existing customers, suppliers, or leads. Your contacts are also organized on the platform, with each having their own profile, which includes contact details, their latest interactions with you, and your notes regarding that contact. The features are neatly lined up on the dashboard, allowing users to easily toggle back and forth between functionalities. Moreover, you can manage the entries on Google Calendar through the software.Īs for its interface, DejaOffice PC CRM is as simple and straightforward as they come. The plugin even expands the functionality of Outlook, turning it into a platform for CRM with its task and contact management functionalities. It also has an Outlook plugin that gathers contact information and messaging histories from various email servers and organizes them on the platform. Contact lists from cloud-based CRM platforms can be migrated. Migrating information to DejaOffice PC CRM is a remarkably painless process. This allows you to communicate with your clientele even if you’re away from the office. Integrating with a host of mobile devices, the platform can be accessed on desktop computers, tablets, and smartphones. DejaOffice PC CRM is a flexible customer relations management software that helps businesses track their leads, manage their contacts, and quickly view the transactional and communication history with customers.