Let us help you with setting up your database! Here are a number of useful actions that may help you get started, essential elements in the software application in order to get the most out of your SpinOffice CRM experience.
- Go through the tour slides for a short introduction.
- Import your existing contacts from an Excel contacts’ file.
- Integrate your email account(s).
- Invite colleagues to participate in the database.
- Create different contact types for each type of relationship (contact cards).
- Import (drag & drop) files and connect them to contacts or folders.
- Create activities (tasks & appointments) for you and your colleagues.
- Complete your personal profile for a personalized email signature.
- Create your very own email template.
- Use SpinOffice to send emails and to interact with your customers.
- Activate the sync (Contacts & Calendar) for your mobile devices.
- Download the iOS or Android app for your mobile device(s).
If you’re still not sure where to start or have any questions along the way, feel free to contact us.