Features


features

SpinOffice CRM is available in two editions: a free Limited edition and a Pro edition. In general, the Limited edition has limited storage and contains less features than Pro.

Use the free version to see if SpinOffice fits your needs: set up your email, import existing contacts from various sources, invite your colleagues in the database, create and manage email templates, archive your documents, call notes and memos, create filters and use SpinOffice to sent out mailings to your business contacts. Once you’re up and running and completely convinced of its value, you may upgrade to get the full version!

 

In a nutshell, all features in SpinOffice Pro:

• Account customization

• Auto-archiving of all messages

• Calendar management

• Contact management

• Document & file storage

• Email integration

• Email templates builder

• Free use of SpinOffice on iPad

• Folder linking (to contacts & users)

• Import of documents & files connected to contacts

• Interrelations

• MailChimp mailing list integration

• Mail-merge in Office documents

• Mass import of contacts from Excel file & Apple Address Book

• Microsoft Office integration

• Multi-user functions (internal messaging, task assignment)

• Password protection & secure access

• Project management

• Real-time alerts

• Roles & rights per users

• Search & filter options

• Security groups

• Sending birthday & scheduled text messages

• Sending faxes & scanning

• Sending group mailings

• Sending short text messages

• Sync of all contacts & calendar in SpinOffice across Apple devices

• Task management

• Time tracking

• Versioning

 

Besides all the above mentioned features, the Pro version provides unlimited storage of contacts, file storage up to 100.000 files, encryption of all data, daily backups & user support. SpinOffice Limited edition does not includes most of the above mentioned features.

 

View the Edition Comparison Chart » to see the edition differences.

 

Separate modules available at additional charge:

– Questionnaires tool

– Invoicing tool

– VoIP integration

 
 

Getting started with SpinOffice CRM

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