Popular Questions

How to get started?
You can start by simply downloading SpinOffice CRM on your Mac or Windows desktop and filling in some basic information to set up an account. We ask for your e-mail address, a password and some corporate information. Once you read and agree to the Terms of Use you will receive a welcome e-mail....
To what extent the software is free?
You're able to use SpinOffice CRM Limited version for as long as you want until you have reached a storage of 50 items added manually. Mass import of contacts (Excel, Apple Contacts or social media) and incoming emails do not count as an item. You’ll get a notification when you’ve reach...
How do I activate the contacts/calendar sync?
Go to menu option Administration -> Personal settings -> Synchronization and enable the sync of your contacts and calendar. For both, SpinOffice creates a DAV-account. DAV is an Internet standard / protocol designed to allow users to access and share contact data and calendars on a serve...
How to configure my mail the first time I use SpinOffice?
SpinOffice will help you via a wizard in the inbox where you can enter the proper account credentials and incoming mail server settings (IMAP) from the mail account(s). Until your email has been configured correctly, SpinOffice will show you the following popup every time you open your inbox: ...
Does my calendar synchronises with my mobile devices?
It is possible to have your calendar in SpinOffice in sync with your mobile devices of Apple (iPhone, iPad and Mac) and Android. Go to menu option Administration -> Personal settings -> Synchronization and enable the sync account. Instantly a CalDAV-account is created and the manual h...
How do I delete or merge contacts?
There are various options to delete contacts: an individual in the database, all contacts of a certain contact type or a filtered group of contacts.  Deleting a single contact in the database Go to the contact card of the individual you want to delete Go to menu option Extra -> ...
How to send a mass mailing?
Filters allow you to obtain an overview of contacts that meet a certain search criteria. For example, would you like to have an overview of all your prospects, or of all customers that are located in the same country? Or do you want to send a mailing to all your former customers? You can filte...
How to enable two-step verification
Two-step verification (also known as two-factor authentication) is an optional but highly recommended security feature in a Pro-account. Once enabled, SpinOffice CRM requires a six-digit security code in addition to your password when you sign in to your account. Enable two-step verification...
How do I personalize my email signature?
Go to menu option Administration -> Personal settings -> My profile and fill in your personal information. This information is used for the email signature and for sending SMS text messages. There is a default email template in SpinOffice which is build up with information from you...
How to authenticate my domain with SpinOffice?
Authenticate your domain with SpinOffice CRM by modifying your domain's SFP records. What is SPF? SPF is an open standard so that the owner of a domain can provide a public list of approved senders. For instance, if you use an application like SpinOffice CRM to send your emails out and...