Basic principles SpinOffice CRM

SpinOffice CRM is based on the idea that you can serve your customer best if you know what is going on. So it must register each email automatically and store any file that you send or receive from a customer. The second pillar to success is that the program should save you time. Only when an application saves you time, you will want to use it for everything you do and then it can capture these events and build up a database.

So what are the basic principles behind SpinOffice?

Basically, SpinOffice CRM is system where you can easily arrange your contact information and filter that information as your needs require. Each contact will have its own ‘contact card’ with properties like products purchased or hobbies.

When you have entered some contacts into SpinOffice, you can set SpinOffice to pull your email into the system. Each email will arrive in your personal inbox and the content of the mail will be stored encrypted on our server. When the incoming email came from a contact that you already have in your system, SpinOffice will automatically link the message to the contact. By double clicking on the name in your inbox, the system will navigate to the contact card so you can quickly find additional information.

Each contact card also has an archive; in the archive you can find any mail that you have received or sent related to that contact. If you use SpinOffice with your team, the archive will also show any mail received or sent by a colleague in your team.

“SpinOffice is simple, yet robust, and I have had exactly zero hours of downtime since I began using the product. Customer support is second to none, and the company is always probing for ways to improve functionality while still maintaining the elegance and simplicity that I find so appealing.”

You can also store any file in SpinOffice that is related to contacts. So proposals, scanned documents or documents you are working on. Any document that you receive by mail will automatically be archived in the archive. It is also possible to import documents or create new documents. To make sure you save time using SpinOffice, create document templates that are automatically filled with contact information.

The calendar in SpinOffice is just like any other calendar except that an appointment item can be linked again to a contact, making it easy to see when and how often you have met with a contact. You can also link documents to your calendar items which is used a lot for call reports.

In the background SpinOffice can synchronize with your iOS or Android device. All you need to do is to activate the sync option in Personal preference menu and SpinOffice will sync your contacts and appointments with your device. Your email is in sync via IMAP.

We are excited that you are trying SpinOffice CRM and we love to hear from you. Please drop us a message when you have questions.

SpinOffice support team