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5. The Email integration

In order to import your previous communication and to build up your database you must configure your email. Go to the inbox and provide SpinOffice with the correct IMAP settings of your email account. Multiple accounts can be added in the Pro version. In the free Limited edition, we only synchronize the last 30 days of your inbox, sent items, and your trash folder. In the Pro edition, all email history is being fetched. 5.1 Configuring your email 5.2 Sending emails from out of the contact card 5.3 Compose new email message; screen layout 5.4 Managing email templates 5.5 Personal information for your email signature 5.6 Action types 5.1 Configuring your email 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: (When this popup is not shown, go to the Inbox tab/window, then the gear icon at the top right of your screen, choose 'Email accounts,' and then the '+' icon) 1. Select the email account of your choice. 2. Enter the email address and click on 'Start'.  3. Enter the account password. Office 365: follow the steps and SpinOffice will connect with your Office 365 account. Outlook: follow the steps and SpinOffice will connect with your Outlook account. Gmail: it will automatically connect. It might block SpinOffice from connecting. Here's a checklist to solve that. IMAP: SpinOffice will try to find the right IMAP settings. Click on 'Show server settings' to manually enter the right account credentials.  4. Click on 'Connect' to make the connection.  5. After a few minutes, SpinOffice shows you the result: If the connection is made successfully, the setup wizard is closed and your emails will come in. If not, please adjust the server settings; your account name, password, and incoming email server. Tip: check how the account is configured on your phone, the same IMAP settings are used there. 6. When SpinOffice keeps saying that we cannot connect, please contact us for free support to solve the issue. When the connection is successful, go to Inbox to see all incoming messages. In the free Limited version, you can connect 1 email account. All messages over the last 30 days will be brought into your inbox. With a Pro license, for 5 email accounts all incoming messages, sent items, and trash items will be in sync. Do you see a red gear at the top right of your inbox? Then there is something wrong with the email settings. Double-click the account name, manually enter/adjust the IMAP setting, and test the connection. Important: If you don’t know your IMAP settings or you don’t succeed, please save any (incorrect) settings so we have some information to use in order to try to help you! 5.2 Sending emails from out of the contact card Within SpinOffice, sending an email is of course possible via the 'Compose' option in the inbox. But besides that, it is very easy to send emails from the contact card: 1. Find the person you would like to send a message to, via the search box in the top left corner. This ensures that the email will be created including the correct contact information (email address and salutation) and that the email will end up in the archive of this contact. 2. Double-click on the email address stated in the CONTACT DETAILS section on the right or click on ‘Email' in the toolbar. 3. An existing email template can also be selected by clicking on the small arrow next to the email icon in the toolbar. In the drop-down menu which will appear you can select your template. 4. A new message window will appear. In the next paragraph, we will explain the screen layout. 5. After composing an email, click on ‘Send’ and the message will be stored in the contact’s archive. 5.3 Compose new email message; screen layout When creating a new email the screen shows as follows. Most of the options in the email message screen will be clear, but let's discuss them. First the menu items: Send: the email will be sent. Internal to: when using SpinOffice with multiple users, the option to send internal messages to colleagues. Links: link the email to multiple contacts in the database, to any folder, and add internal attachments to it. Draft: save the email to your Draft folder. Print: print the email. Now, the options in the salutation part: To: Select any contact in the database you want to send the message to. Cc/Bcc: Once you add any Cc address, the Bcc row will instantly appear too. Upload: upload any file and add this to the email. Now, the options at the bottom: Template picker: select any email template that you have created in Template Builder. Priority: give priority. Private: Mark the email as private for all other database users. Drag local files into the screen to have them attached or embedded. When you have finished composing the message, click on ‘Send’ in the top left corner. The email will be displayed in your sent items and the contact‘s archive. 5.4 Managing email templates In SpinOffice it is possible to create your templates. 1. Go to the menu item Administration -> Email -> Email templates. 2. Choose one of the two options: New: create new templates based on the default template. What's the default template? See below: Add merge fields e.g. «My Email», «My first name», «My last name», or «My Job title» from -My list- to customize the template. When finished, click on 'Save'. Open: open an existing template in order to adjust the content of it. When finished, click on 'Save'.  3. Choose 'Edit’ to set the subject and some preferences, add attachments, and determine the template tab that the template should be saved under. Click on ‘Save’ when finished and close this template builder section. 5.5 Personal information for your email signature Go to the menu item Administration -> User settings -> User profile to complete your contact information. Most of the information can be used as a mail merge field in the email template builder (Administration -> Email -> Email templates). So make sure you fill in your profile.     If you upload your company logo, it will be automatically added to the default email template. 5.6 Action types The last menu item in the Email templates screen is ‘Action types’. In this section, you define the template to use for each action. What should be the template for sending an email, for forwarding an email, and for replying? And which template to use for incoming and outgoing call reports.

Modified on Tue, 14 Jan at 5:08 PM

4. The Archive

Every contact in SpinOffice has its archive. The archive is the collection box of all correspondence, files, appointments, tasks, memos, etc. linked to the relevant relationship. Within the archive, you can retrieve all information from the past. Communications can be filtered by type and files can be created to store information. This is all covered in this chapter. 4.1 Screen layout 4.2 Emails and files 4.3 Filtering in archive 4.4 Right-click menu options 4.5 Import files 4.1 Screen layout The archive is divided into four parts. Below we explain what can be found where. 1: Contact widget Just like in the contacts screen, you will find the contact widget in the archive, but here on the left. This column shows the name and address and contact details, outstanding tasks, files, etc. This way you can see at a glance what is going on with this contact. The contact widget is therefore different for each contact in the database. Just like from the relationship screen, you can adjust the information or add something. To do this, use the 'hamburger' icon at the top of the contact widget. 2: Correspondence Overview This section shows all items associated with this relationship in chronological order. So all incoming and outgoing emails, attachments, documents, tasks, calendar items, telephone notes, memos, etc. Completed emails and tasks have a checkmark to indicate that this has been completed. All archive items can be opened from here. And if you right-click on an item, you will find many options. These are discussed in section 4.4. 3: Preview section The selected message is shown below the correspondence overview. This changes per item you click. 4: Quick actions From an archive, you can easily email the relevant contact, create a document, or make a note. All these options can be found in the colored header bar. All items that are made naturally end up in the archive. All mentioned options can also be found in the menu. 4.2 Emails and files In the archive, a distinction has been made between where all messages (emails, tasks, appointments, memos, and notes) can be found and all files (attachments, imported files, documents). The messages are shown by default. Click Files to find all files associated with the contact. See below how to get to all files. Use the search function at the top right to search for the contents of the archive. 4.3 Filtering in Archive In the archive, it is possible to filter only all incoming messages or notes. Click on the funnel icon next to Type and choose the desired filter. 4.4 Right-click menu options As indicated at the beginning of this chapter, there are a lot of smart functions available in the archive. Many of these functions are located under the right-click. Most options are self-explanatory, but we will highlight a few. Link to Contact: link the message to every other contact in the database. Link to Folder: link the message or file to a folder of this contact or any folder in the database. Link to Task: link the message to an existing task. So messages can be linked to tasks. This makes a task even more complete! Link to Colleague: link the message to any other user within the database. This can be useful to later find out who was involved. All linked users will receive a notification in their inbox. Convert to Task: turn this message into a new task. The message is attached to the task. The task can of course be found in the Kanban board. View logs: here you can see who did what and when with this message. 4.5 Import files In the archive, go to Files to find the linked files. You can import files in different ways. Drag local files from your desktop, Finder (Mac) / Explorer (Windows) into this archive section to import and therefore directly link to the relevant contact. Or click Import in the top bar and select your file/files. After you import files, they are immediately displayed. Use the right-click on a file for various options. See below

Modified on Tue, 14 Jan at 4:26 PM

3. The Contacts section

3.1 Screen layout 3.2 Adding new contacts 3.3 Editing name & address information 3.4 Adding, editing & deleting contact details 3.5 Tags 3.6 Deleting & Merging contacts 3.7 Searching contacts 3.8 Filtering contacts 3.9 Mass mailings based on filters 3.10 Bulk contact change 3.11 Contact types 3.12 Synchronization of contacts 3.1 Screen layout One of the most important screens is the contact list, where all your business contacts in the database can be found. The contact list contains, in addition to all contacts and associated name and address details, all relevant information of the selected contact. This can be found on the right side of the screen. Every contact has its archive; you can navigate to this by clicking on the contact's name in the list. In the following paragraphs, we discuss all the functions that the contact list screen includes. First, we start with a layout of the screen. The contact list screen is divided into two parts. 01. Contact list All contacts in the database can be found here. Use the search function at the top to find any contact. On the right side, you will find all name and address details, tags, open tasks/folders, etc. of the selected contact. We will explain this further in point 2. The contacts are not in alphabetical order but in a smart ranking based on last interactions. You can customize the columns by going to the cog wheel at the top right and then Customize widget -> Manage columns. Double-click on a name to open the archive of that contact. Use the right-click on a contact to perform quick actions such as changing contact details, sending an email, or creating a task. 02. Contact widget On the right, you will find the contact widget. In addition to all names and contact details, you can see at a glance what is going on with this selected contact. The right side therefore differs per selected contact. Easily add contact data via the '+', add tags, or adjust information (such as info fields and extra details) easily via the Edit icon. We call all the different parts on the right side 'widgets'. You can therefore adjust or fill in the information for the relevant contacts per widget. Do you want to adjust the order and visibility of the entire right side, the contact widget? That is possible. Click on the gear at the top right and choose Customize widget -> Contact widget. 3.2 Adding new contacts In SpinOffice you can add your contacts in several ways (imported or manually added) in different quantities (multiple or individual) and at different locations. SpinOffice offers the following. 3.2.1. Importing multiple existing contacts Import your business and personal contacts from various sources into SpinOffice CRM. See the options below. You will find the import options at your Home Dashboard, the Contacts widget hamburger icon, or via the Contacts screen, then the menu option Extra -> Import -> Contacts. All imported contacts instantly end up neatly in your contact list. Apple Contacts:  This option is available for Mac users only. Once you click on the button, SpinOffice imports all your contacts including their contact details. On the mobile iOS app, the option is in the right top corner. Office 365 Contacts:  At the touch of a button all contacts, including contact details, addresses, and notes are imported into your CRM. You connect your Office 365 account once and SpinOffice does the rest! All your contacts from Office 365 instantly end up neatly in your contact list. This is an import and not a sync. Although SYNC is also possible. This option can be found within the main menu, option Administration -> User settings -> Synchronization. From .CSV or .XLS file: Select the option ‘.CSV, XLS or XSLX format’ and upload your data file from your local computer. You only have to make a match between the data from the Excel columns and the proper field in SpinOffice. SpinOffice helps you as much as possible in this process. This way we make it a simple and convenient step. Please define the contact type too. If not defined they will all get the contact type 'Import' in SpinOffice. It is possible to mass change this afterward in case it should be different. Note: Use for import of the country field into SpinOffice the two-letter ISO country code in your Excel file. For a complete list of all codes: https://countrycode.org. Mailchimp In the Pro version, you're able to connect to Mailchimp by providing a Mailchimp API Key and picking a mailing list to import.  3.2.2. Adding an individual new contact You can add a new contact on various spots in the application: The contact screen: choose Add Contact at the top of the screen. Your Inbox: when you receive an email from an unknown contact in SpinOffice, you can immediately add this person as a new to the database via the question mark icon. The main menu: option New -> Contact. In all cases, the following popup appears. Fill in the relevant information and go to the sub-items on the left to add more information about the contact, such as the info fields and the tags. In the 'Contact type' field at the top, indicate which type of contact you want to add. For example, a company, supplier, personal friend, prospect, etc.  Create your contact types via the main menu option Administration -> Contact type. When you add an email address to the new contact, use "Link all emails to this contact" if you also want to have all emails in the archive. Check the box and SpinOffice will collect all emails in the database and store them in the archive of this contact. By default, this setting is ticked. Once you have entered all the contact details, click Save and SpinOffice will create a new contact and add it to the database. New contacts receive their contact card where you can store all relevant information and also an archive where all communications end up. 3.3 Editing name & address information Wherever the contact is listed, you can adjust its details. There is always a 'burger' icon or use the right-click on a contact and choose Edit contact details. Below is an example of the contact screen. You will then arrive at the screen where you can adjust all information. Click Save to process the changes. 3.4 Adding, editing & deleting contact details You can change all contact details, such as telephone numbers, e-mail addresses, fax numbers, websites, as well as name and address details, via the above method. But you can also easily do this within the contact widget of a relevant contact in your database. We will discuss that below. Add contact information 1. Click the '+' icon.   2. Select what to add: email, phone number (including fax), website URL, or "Other" (e.g., Skype name).   3. Provide a description when prompted.   4. Uncheck "Standard" to save the info under OTHER NUMBERS, or prevent an email from appearing in new email headers.   5. For email addresses, checking "Private" hides messages from other users.   6. Click Save.   All inputs sync seamlessly with mobile devices. Important:  The first email address mentioned will be the default address used for sending individual emails and for mass emails. To move another email address as default, just use the right-click on the email address you want to move to the top and select Put on top. See the example below. Edit Contact Details - Right-click the item, select "Edit," update the info, and click "Save."   Delete Contact Details - Right-click the item, select "Delete," and confirm.   - To remove linked messages, check "Disconnect this email address from this contact." Otherwise, messages remain saved.   - Click "Ok."   Websites and email addresses are clickable. Clicking an email opens a new message, and clicking a website opens it in your browser. 3.5 Tags Use tags to organize your business contacts. Choose tags based on products, services, categories, status, or customer traits. Assign the appropriate tags in your CRM to easily search, categorize, and filter contacts. 3.5.1 How do you tag your contacts? In SpinOffice, you can add or edit tags for a contact via the Tags tab on the left of the Add Contact screen. Tags can also be added directly from the Contact screen. To do that, go through these steps: Go to the Contact screen. Find the desired contact for which you want to add tags. You will find the tags widget on the right. Add tags as you want by entering them manually. Or choose previously selected tags from a drop-down list. All added tags are immediately shown. Go through your contacts to add your tags. You have an unlimited number of tags at your disposal. 3.5.2 Manage all tags You can manage your tags in the main menu under Administration -> Tags. Add or remove unlimited tags as needed. See the example below. All tags that you have manually used for contacts are also shown on this screen. Important: In the Pro and Enterprise versions, you have access to tag groups. This offers the possibility to create categories and use different colors. 3.5.3 Search and filter contacts based on tags Searching by tags is very easy. Start the search with the hashtag "#" and then enter the tag. Below is an example where we filter on the tag "hot prospect". Pressing #hot will show the tag. Click on the tag in the search list and all contacts with the tag "hot prospect" will be filtered and displayed. Another way to make a filter of your contact based on a filter is to create a filter on an existing tag at a contact. First, go to a contact that has the tag you want to filter on. Then click on the 'tag' icon next to the tag shown and choose Filter. All contact with this tag is filtered and shown. 3.5.4. Removing tags Of course, you can easily remove the tags from an individual contact by clicking on the 'tag' icon next to the displayed tag and choosing Delete. Do you want to delete an entire tag? Then go to the menu option Administration -> Tags and remove the tag itself. The tag will be removed for all contacts. 3.6 Deleting & Merging contacts 3.6.1 Deleting 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.  To delete an individual contact: Go to the contact screen. Find the contact you want to delete. Click once to select the contact. Use the right-click and choose Delete. Click Ok to confirm. To delete all contacts of the same contact type: Go to the Contact screen. Click on Filter contacts at the top of the screen. The following screen is displayed. Select 'Contact type' as the first field. In the second field you choose the condition, for example "is", "is not", "contains" or "does not contain". Under 'Value', enter the contact type for which you want to delete all contacts. Are all three fields filled in? Then click on Filter. All contacts are shown. Now, click on Mass Actions at the top of the screen. Choose Delete contacts and confirm. All contacts of the relevant contact type have now been deleted. Please note that you cannot undo this action. Please contact us if any contacts need to be restored. To delete a filtered group of contacts: Filter all contacts that should be deleted (see Chapter 3.8 How to do that).  Click on Mass Actions at the top of the screen. Choose Delete contacts and confirm. 3.6.2 Merging contacts On the Contact screen, find the contact you want to keep in the database. That will be the 'main contact'. Use the right-click on a contact in the list. Choose Merge contacts. The following screen is displayed. The first field is the 'main contact', which you cannot edit. Search and find the duplicate contact in the database. So this will disappear. Click Merge to add the contact details and the entire archive to the main contact. If a contact appears more than twice in the database, you will have to go through the above steps many times until only one contact remains. 3.7 Searching contacts Use the search field on the left side of the screen to find any contact. All search results are displayed immediately. All your contacts are arranged smartly and can be found by first or last name, company name, or email address. 3.8 Filtering contacts Filters allow you to obtain an overview of contacts that meet 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 filter on almost every field and you can also filter on filter. How do you do that? We will show you. Filtering can be done in many different places. Below you can see the different ways. These are the options: At the top of the screen: choose Filter contacts at the top of the screen and determine which field you want to filter on. Creates the desired conditions for your selection yourself; for example, "company name is...", or "contact type is...", or "zip code contains...". Within the contact widget: choose a filter option within the contact widget on the right: Click on the name funnel to filter by contact type, and first or last name. To filter by this label, click the icon to the right of the desired tag.  Click the funnel next to an info field to filter by this value. In all cases, the filter result is shown where your contacts are normally located. See below. The example below shows the 12 'hot prospects' that have these tags. Within the filter result, you can apply one or more filters again in the same way and thus reduce your selection. Filtering is an extremely powerful function within SpinOffice that you can do a lot with and that is widely used. It offers you the opportunity to quickly make selections that you can then send a personal mailing. 3.9 Mass mailings based on filters Sending mass mailings or group mailings is only available in Pro and Enterprise versions. To create a group grind, you must first create a filter as described in the previous section. After that, go through the following steps: Click on Mass actions on top: The following options are shown: Choose Send group mailing. A new screen will open where you can type a message in the default template. Fill the template with content or choose an existing email template at the bottom. Make sure you enter a subject. That is mandatory. This is also the subject as the recipients see it. At the top, you can adjust the sender, and at the bottom the option to send the mailing as a private message. Is the template ready to send? Then click Send at the top left.  Choose Create concept or Send. If you choose Create a Concept, these can be found in the Concepts folder in your inbox. 3.10 Bulk contact change If you want to customize a contact type for multiple contacts or give it a specific tag, you can do so quickly and easily. To create a bulk contact change: First, filter the contacts that you want to give a different value. Filter as described in section 3.8. Click on Mass Actions at the top of the screen. The following options are shown. Choose Bulk contact change. The following screen is displayed. Decide what you want to do with the filtered contacts. In our example the 12 hot prospects. Select a field to fill or change for the filtered group. Click Change to act. After implementing the desired mass action, the adjustments are immediately visible in your database. Being able to create filters and the associated possibility of mass actions is therefore an extremely powerful function in SpinOffice. 3.11 Contact types SpinOffice works with contact types. This is a useful way to distinguish between the different types of relationships you have such as customers, prospects, suppliers, stakeholders, etc. You can add an unlimited number of contact types to the database. Go to the menu option Administration -> Contact types to see all contact types in your database. See the example below. Click '+' on the right to add a new contact type. An empty line will be added at the bottom where you can add a new contact type. Give a name and choose a color. Click Save on the right to save the item and it will be added as a contact type. Now you can use it for every contact in the database. Do you now want to give a group of contacts the newly added contact type? That can be done very easily! Do a bulk contact change. 3.12 Synchronization of contacts In both the free Limited and Pro editions it is possible to synchronize contacts located in SpinOffice with your mobile devices (iOS and Android) using a CardDAV account.  In addition, you can easily synchronize your contacts with your Office 365 contacts. In SpinOffice, go to the menu option Administration -> User settings -> Synchronization to activate this. Please go to Chapter 14 to read how to activate the sync.

Modified on Tue, 14 Jan at 4:14 PM

2. General information

SpinOffice helps you manage relationships and save time by keeping everything organized. All your contacts, emails, tasks, calendars, documents, projects, and archives are stored in one secure, central database, accessible to you and your team. Files and messages are encrypted in the cloud, with only you holding the key. When collaborating with multiple users, the administrator can control each user's permissions for added security. 2.1 The difference between Limited and Pro 2.2 A contact card for every contact 2.3 Header bar, Main menu & Screen preferences 2.1 The difference between Limited and Pro You can use the Limited obligation-free edition until you reach 50 items. An item includes each manually added contact, sent email, and document or attachment. Mass contact imports and incoming emails don’t count. Try the SpinOffice Limited edition as long as you like to see if it meets your needs. Set up email, import contacts, create email templates, archive notes and memos, create filters, and send mailings to your contacts. Upgrade to Pro for € 34,50 per user per month (billed annually) in the first year. Only users with a Pro license will be fully operational. The Pro license fee in the following years is € 37,90 per user per month (billed annually). For US users USD price is applicable, for all other countries including EU member state users, the EUR price is applicable. An upgrade to Pro gives you: Upgrade your free license(s) to Pro in the license dashboard. 2.2 A contact card for every contact SpinOffice organizes each business contact in its file within the database. The Contact List screen lets you search and filter contacts by multiple fields. The selected contact's details are displayed on the right. Double-click a contact or company name to open their contact card. This works throughout the software—just click any name to view the card. The contact card acts as an "archive," displaying contact details on the left, along with all communication, tasks, notes, appointments, attachments, and files associated with that contact. We explain this in more detail in the chapter 3. Contacts section. 2.3 Header bar, Main menu & Screen preferences SpinOffice is available on the web, desktop (Windows and Mac), and mobile. In general, the layout and features are the same on any platform. Below is an example of the Contact list screen on a Mac desktop. At the top, you have screen tabs to navigate through the important screens/features of the software.  There are a few important points about the screen tabs: Go to menu Administration -> User settings -> Default tabs to do this. And manage the tabs to open when you log in to SpinOffice.  See below: Drag them in preferred order and tick the screens you want to have opened on login. Click -> Save to confirm. Next time you log in, the preferred order is applicable. The Pro version allows you to drag tabs outside the application window, for instance, to have your Inbox open on another screen.  To do this, go to the menu option: Administration -> User settings -> Default tabs and tick the checkbox 'Allow dragging tabs out of the application.' Click Save to confirm. Next time you log in, the option is applicable. All new emails, open emails, call reports, memos, etc. That you create will appear in a new tab. When you click on ‘Send’ or Close, the tab will automatically close, and you can continue where you were. Below the screen tabs you have a colored header bar where you find the most used menu items for that screen. This header bar has different colors for each important screen: Home dashboard = gray Contacts list = green Contact's archive = green Inbox = blue Kanban board = orange Calendar = purple  In the header bar, you have the main menu on the left. This main menu contains all the options and actions that you have access to in your version. Go to Administration to customize the database. Read all about the items here in Chapter 12. Administration menu options. On the right side of the header bar, there are the screen preferences. This part is different for each screen and shows you all the settings that you can adjust and set for the selected screen.

Modified on Mon, 13 Jan at 3:49 PM

1. Getting started with SpinOffice

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.

Modified on Mon, 13 Jan at 2:33 PM

What does a SpinOffice Pro license cost?

SpinOffice Pro provides full access to all features, ensuring you get the most out of our CRM system.   First year: €34.50 per user per month (billed annually).   Subsequent years: €37.90 per user per month (billed annually).   Important: Only users with a Pro license have access to the full range of functionalities.   Benefits of a Pro License How to upgrade? Upgrade your free license(s) to Pro quickly via the license dashboard in SpinOffice.   *All prices are exclusive of VAT.*

Modified on Tue, 31 Dec, 2024 at 1:15 PM