Getting Started

Watch this space for articles how to Get Started.

What do you mean with max. 50 items?
Only manually added contacts, sent emails and uploaded documents or files in SpinOffice Limited will count as an item. Mass import of contacts (from Excel or Apple Contacts) and incoming emails do not count as an item! Once you've reached the 50 items has we ask you to upgrade to Pro where you’ll have unlimited storage of contacts, file storage up to 100k and more features.
How do I import a group of contacts?
You can import your business and personal contacts from .CSV or .XLS file or from Apple Contacts. Go to menu option Extra -> Import -> Contacts to import: From .CSV or .XLS file: Select the option ‘From .CSV, .XLS or .XSLX format’ and than upload the data file from your local computer. The only thing you have to do then is to make a match between the data in your Excel columns and any field in SpinOffice. We help you per column in this process. This way we make it a simple an...
Can I send email campaigns during my free trial?
Yes you can! Create an email template first, then make your contact filter, select your template and send your mailing. Find detailed information about filtering and sending mass mails here.
Are all features available in Limited?
Almost all features are available in our Limited version. You’ll find our feature list here. Here’s some of the extra stuff you’ll get in your Pro account: Unlimited storage Extra security: Daily backups Rolls & rights per user Data encryption Two-factor authentication Full email integration Unlimited merge-templates All in Limited-edition Extra Pro-features (mass mailings, scheduling text messages, export folders, time registration)
Is sync available in the free limited version?
Yes it is! Go to menu option Administration -> Personal settings -> Synchronization in SpinOffice to activate the contact- and calendar sync. We instantly send you the details how to activate it. In user manual chapter 14 we explain how this al works.
Can I invite other users in Limited?
Of course! Invite your colleagues to participate. No strings attached! You can all set this up including multiple users connecting to a shared database as part of the free Limited edition to be sure you are happy with it before you purchase any licenses. Add users at any time by installing SpinOffice on additional client PCs or Macs and go to menu option New -> Invite colleagues to invite them within your database. The user instantly receives the invitation inlcuding the details h...
How do I upgrade my account to Pro?
We don’t require a credit card in advance, so you can try SpinOffice obligation-free until you have reached 50 items. Once this is amount has been reached, we ask you to upgrade to Pro. Upgrading your license to Pro can be done within the application (different payment methods for Mac and Windows PC) or on your dashboard (www.spinoffice-crm.com/my-dashboard). Below you find the available payment methods for your region. Payment methods USEU and all other countries MacWindows PC...
Do I need to provide a credit card to qualify for Limited?
No, you only have to register with your name, company name and email address.
Will I automatically be billed when the 50 items has been reached?
Absolutely not! We respect that you have a choice after you’ve reached storage limit. Since we don’t ask for any card or bank details at the start, we would be physically unable to bill you anyway. But that’s not the point, we want you to actively choose to become an Pro customer because it’s right for you and your business. Check here all the payment options.