SpinOffice, the basics

SpinOffice, the basics

SpinOffice CRM is based on the idea that you can serve your customer best if you know what is going on in your organization. The software registers each email automatically and stores any file that you send or receive from a customer in its database. Time is money and when your company saves time it is more successful. Our CRM application does just that, making you want to use it for everything while it captures these events and builds up your unique database.

What are the basic principles behind SpinOffice?

Basically, SpinOffice CRM is a system where you can easily manage your contact information and filter it according to your business needs. Each contact will have its own ‘contact card’ containing address details, custom fields, and properties such as “products purchased” or “interests”.

Your email is integrated into the system. Each email will arrive in your personal inbox and the content of the mail will be stored safely encrypted on our server. When the incoming email comes 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 in the database also has an archive; in the archive you can find any mail that you have sent or received 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.

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 save time, 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 can help when creating 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 would love to hear from you. Please send us a message when you have questions.

SpinOffice support team