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What is xpdCrm?

xpdCrm serves as a fundamental element of a comprehensive professional services automation software suite aimed at enabling your organization to efficiently handle sales data. As a key component of the xpdOffice suite, this versatile tool provides an easy-to-use interface that assists businesses in managing opportunities and expediting deal closures. By utilizing xpdCrm, you can focus more on fostering customer relationships instead of being overwhelmed by administrative duties. The software is customizable to fit your unique methods of lead and customer management, delivering real-time analytics that empower you to assess business performance and make strategic decisions. Employees thrive when equipped with tools that improve efficiency while minimizing complications, making simplicity a crucial feature. Furthermore, xpdCrm guarantees prompt access to customer information, and being web-based, xpdOffice allows for data retrieval from any location worldwide, including through mobile devices via xpdWireless. In addition, xpdOffice's seamless integration with popular applications like Microsoft Word amplifies its utility and user experience. This remarkable connectivity and user-friendliness position xpdCrm as an essential tool for any organization aiming to enhance its sales operations, ultimately leading to better outcomes and growth. The ability to adapt to various business needs solidifies its role as a transformative asset in the competitive landscape.

What is DejaOffice CRM?

DejaOffice CRM offers a straightforward and economical solution for securing your business contacts and calendar right on your local device. Unlike cloud-based options, this CRM is budget-friendly and remains functional even without an internet connection. It features seamless synchronization with both Android and iPhone devices. With a wide array of functionalities including mail merge, integration with Outlook, and management of projects and deals, you can efficiently handle customer interactions. By investing in a one-time payment, you can effortlessly keep track of calls, appointments, and follow-up tasks directly from your PC, enhancing your productivity and organization. This makes DejaOffice CRM an ideal choice for professionals looking to streamline their business operations.

Media

Media

Integrations Supported

Google Workspace
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Project
Microsoft Word
QuoteWerks
Salesforce
xpdOffice

Integrations Supported

Google Workspace
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Project
Microsoft Word
QuoteWerks
Salesforce
xpdOffice

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$69.95 one-time price
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

xpdoffice

Company Location

United States

Company Website

xpdoffice.com/crm/

Company Facts

Organization Name

CompanionLink Software

Date Founded

1987

Company Location

United States

Company Website

www.dejaoffice.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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