Average Ratings 4 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Keeping your business contacts and calendar secure and local is simple and affordable with DejaOffice CRM. This CRM is more cost-effective than cloud-based alternatives and can be used even if you're offline. Easy sync with Android and iPhone. Tons of features like mail merge, Outlook integration, project and deals management. For a one-time price you can manage your customer calls, appointments and follow-up tasks quickly and easily on your PC.

Description

OneTeam consolidates opportunity information to provide comprehensive insights at both the company and division levels, empowering business development and pipeline managers to concentrate on fostering growth. Users can monitor tasks, keep detailed notes, and organize a contact plan along with a document repository. The system keeps track of contacts, records phone conversations, and seamlessly integrates with Outlook. It also enables users to gather competitive intelligence, conduct SWOT analyses, document customer feedback, and formulate strategies grounded in quantitative data. The notification panel offers a centralized view of schedule adjustments, assignments, tasks, updates, and notes related to all opportunities. Additionally, each opportunity features an activity feed to document all changes and updates. Users can connect with Microsoft Teams for secure virtual meetings and synchronize their schedules with Outlook. Communication templates allow for secure emailing within the team, while custom data call templates can be created for NDAs, TAs, and information requests. These can be dispatched through the workflow contained in the data call dashboard, ensuring a streamlined process for managing critical documents and requests. This comprehensive tool enhances collaboration and efficiency across all business functions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Google Workspace
GovWin IQ
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
QuoteWerks
Salesforce

Integrations

Microsoft 365
Google Workspace
GovWin IQ
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
QuoteWerks
Salesforce

Pricing Details

$69.95 one-time price
Free Trial
Free Version

Pricing Details

$829 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CompanionLink Software

Founded

1987

Country

United States

Website

www.dejaoffice.com

Vendor Details

Company Name

OneTeam

Founded

2015

Country

United States

Website

www.oneteam.net

Product 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

Product Features

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

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