1. Getting started with SpinOffice

Modified on Mon, 13 Jan at 2:33 PM

1.1 Registration

Free registration is possible in the web app, desktop software, or mobile app.

WEB APP

Start with SpinOffice CRM by registering for free on the website. Enter your data (first name, last name, company name, email address) and a password to create your free account. Use the web app to explore the basics of SpinOffice CRM, and download the desktop version to get more of the SpinOffice CRM experience.

DESKTOP

You can register within the software if you already downloaded SpinOffice CRM on a Windows PC or Mac. An encrypted database has been created for you.

MOBILE APP

If you downloaded SpinOffice CRM from the iOS App Store or Google Play store, register within the mobile app, and an encrypted database will be created for you.

Your database is accessible from any desktop or laptop (macOS 10.13 and later, Windows PC), iOS, or Android device with an internet connection and the software installed.

1.2 Your Home Dashboard

The first time you log in, you will enter the Home dashboard. It contains various widgets, such as the last contacts you have used, your most recent emails, current tasks, and all your upcoming appointments. More widgets are available via the gear icon in the top right corner.

Go through the short tour and watch the introduction video per widget to see what the feature can and does. Within every widget (except for tasks) we offer you the possibility to import data. Use the import button or the hamburger icon, menu option Import within the widget.

Some steps will help you set up your account quickly:

Integrate your email: go to your inbox to configure your email from there. A wizard will help you bring it in. When your account allows IMAP, your inbox folder, sent items and trash folder will be in sync. All emails are automatically linked to contacts in the database and they are stored in the archive of the contact.
Import contacts: from e.g. Outlook, LinkedIn, Google, or any other platform that supports export to .CSV, XLS, or .XLSX format. Another option is the quick import of all your Office 365 contacts or macOS Address Book.
Import your calendar: from Office 365 of Apple Calendar.
Invite your colleagues: in order to collaborate with your colleagues you may invite them into your database. Rights and roles can be set per user in the Pro edition.

We are available to help you with setting up the account via Live chat, email, or by phone (+31 70 3115405).

On our website, we have included a brief Getting Started list of important steps you can take to set up your database and get off to a good start.