1. Getting started with SpinOffice

Welcome to SpinOffice! This article explains how to get started and which steps to take first. Prefer to watch? The video below shows you where everything is in 5 minutes (in Dutch).

1.1 Logging in

You can use SpinOffice in your browser, in the desktop version for Windows and Mac, and in the SpinOffice app. Your data is stored securely in the cloud, so you see the same database everywhere.

• Web version: log in at cloud.spinoffice-crm.com.
• Desktop version:download SpinOffice for Windows or Mac and log in with the same account.
• App: download the SpinOffice app from the App Store or Google Play.

1.2 The Home dashboard

After logging in, you land on the Home dashboard: an overview of what's going on and what you need to do today. It shows your recent contacts, your calendar, your current tasks and your registered time. Use the gear icon in the top right to add more blocks.

If you're just getting started, your dashboard will still be empty. The steps below help you set up your account quickly.

1.3 Your first steps

1. Connect your email account(s)
   Go to your Inbox and click Add email account. Choose Microsoft 365, Gmail or another email account. Your emails will then arrive in SpinOffice and are automatically linked to the contact with the same email address. Do you use several addresses, such as info@ and your own address? Add them all.

2. Import your contacts
   In the main menu at the top left, choose Import → Contacts. You can import a CSV, XLS or XLSX file, for example an export from Outlook, Google, LinkedIn or your previous CRM.

3. Connect your calendar
   Do you use Outlook? Then your SpinOffice calendar syncs both ways with Microsoft 365. You can connect the calendar on your phone through Microsoft 365 or CalDAV.

4. Add your colleagues
   In the main menu, choose Add user. Each colleague gets their own login details, and you work together in the same database, with shared contacts, tasks and calendars. You decide what each person can see and do under Admin → User settings → Rights.

5. Review your settings
   Check in Admin which contact types, fields and labels you want to use. That way SpinOffice fits the way you work right from the start.

Need help?

We're happy to help you set up your account. Call +31 70 311 54 00, send a WhatsApp message to +31 70 311 54 03 or email support@spinoffice-crm.com.