All 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 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 CRM features and value, upgrade to 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 |
Sales ✔ Lead tracking & quotes ✔ Suspects/prospects/customers ✔ Sales processes ✔ Contact dashboard |
|
Document Management ✔ Managing folders ✔ Document Versioning ✔ MS Office merge-templates |
Calendar & Tasks ✔ Shared calendar ✔ Invitations ✔ Tasks & Reminders ✔ Kanban Board ✔ Real-time alerts |
|
Project Management ✔ Folder sharing ✔ Internal messaging ✔ Export folders ✔ Time registration |
Security ✔ Data Encryption ✔ Security groups ✔ Daily Backups ✔ Two-factor authentication ✔ Manage user access by IP ✔ Roles & permissions per user |
|
Customization ✔ Account personalization ✔ Preferred tabs/screens ✔ Contact card customization ✔ Company logo |
Dashboards ✔ Home dashboard ✔ Tasks Kanban board ✔ Contact dashboard |
|
Mobile Synchronization ✔ Mobile app access & sync ✔ IMAP email sync ✔ Contacts sync with Mac/iOS/Android ✔ Calendar sync with Mac/iOS/Android |
Integrations ✔ Dropbox ✔ Email via IMAP ✔ Mac Calendar ✔ Mac Contacts ✔ Mailchimp ✔ Messagebird ✔ Microsoft Exchange ✔ Microsoft Office ✔ Office 365 ✔ mollie ✔ Scanner |
|
Mobile Apps ✔ iPhone, iPad (iOS 8.1 and up) ✔ Android (6.0 and up) |