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