Features

All Features

SpinOfficeSpinOffice 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 CRM 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, and create your own task list. Once you’re up and running and completely convinced of its value, you may upgrade to get the full Pro version.

 

Contact Management
✔ Contacts & Companies
✔ Addressing per customer
✔ Mail correspondence
✔ Interrelations
✔ Text messaging
✔ Search & filter options		 Email Communication
✔ IMAP sync
✔ Auto-archiving of all messages
✔ Contact, folder & internal linking
✔ Template builder
Marketing
✔ Keyword tagging & selections
✔ Segmentation
✔ Email templates
✔ Mail-merge personalisation
✔ Newsletters and mailings (Pro)		 Sales
✔ Lead tracking & quotes
✔ Suspects/prospects/customers
✔ Sales processes
✔ Contact’s dashboard
Document Management
✔ Managing folders
✔ Document Versioning
✔ MS Office merge-templates (3)
✔ MS Office merge-templates (unlimited) (Pro)		 Calendar & Tasks
✔ Shared office calendar
✔ Invitations
✔ Tasks & Reminders
✔ Real-time alerts
Project Management
✔ Folder sharing
✔ Internal messaging
✔ Export folders (Pro)
✔ Time registration (Pro)		 Security
✔ Security groups
✔ Manage user access
✔ Roles & permissions per user (Pro)
✔ Two-factor authentication (Pro)
✔ Daily Backups (Pro)
✔ Data Encryption (Pro)
Customization
✔ Account personalization
✔ Preferred tabs/screens
✔ Contact card customization
✔ Company logo (Pro)		 Mobile Sync
✔ iOS app access & sync
✔ IMAP email sync
✔ Contacts/calendar sync with Mac/iOS/Android
Integrations
✔ Microsoft Office
✔ Text messaging
✔ Scanning
✔ MailChimp
✔ Messagebird
✔ Mac Address Book		 Apps
✔ iPhone
✔ iPad