Activate WhatsApp Business
To activate the WhatsApp Business integration, you need a SpinOffice Pro or Enterprise license and a Meta Business Suite-account with a valid payment method. Before you go through the steps below, first review the important considerations and the costs of the integration. Step-by-step activation of WhatsApp Business (temporarily in Dutch) Aanmelden bij Meta Business Suite Maak een gratis Meta Business Suite-account aan of log in met uw bestaande account. Business portfolio instellen Maak een Business Portfolio aan in Meta Business Suite om uw bedrijfsgegevens, Facebook-pagina’s, Instagram-accounts en WhatsApp Business te beheren. Heeft u al een Business Portfolio? Ga dan verder naar stap 3. Verifieer uw bedrijf Verifieer uw bedrijf door de benodigde documenten te uploaden. Pas na goedkeuring kunt u verder: Betaalmethode toevoegen Voeg minimaal één geldige betaalmethode toe in Meta Business Suite en selecteer deze voor WhatsApp Business. Start de configuratie in SpinOffice Log in op SpinOffice. Ga naar menu-optie Beheer -> Integraties -> WhatsApp Business en klik op Verbind met Facebook. Er wordt een webbrowser geopend. Sta toe dat er een pop-up venster wordt getoond waarin gevaagd wordt om in te loggen op Facebook. Meta Business Suite koppelen aan SpinOffice Log in op uw Meta Business Suite-account en selecteer het gewenste Business Portfolio. Kies een WhatsApp-nummer Selecteer een nieuw of bestaand WhatsApp Business-nummer. Houd er rekening mee dat bij gebruik van een bestaand nummer: Chatgeschiedenis en groepen verloren gaan. Het nummer niet langer bruikbaar is buiten SpinOffice. Verifieer uw telefoonnummer Meta stuurt een verificatiecode per SMS of oproep naar het opgegeven nummer. Voer deze code in om de verificatie te voltooien. Gelukt? Het nummer is actief! Zodra Meta uw gekozen nummer heeft goedgekeurd is het nummer actief. U bent nu klaar om WhatsApp Business in SpinOffice te gebruiken. Sluit de configuratie via Opslaan en test de verbinding via de Test-knop. Sjablonen instellen en beheren Om uw klanten te bereiken, heeft u een vooraf goedgekeurd sjabloonbericht nodig. Maak sjablonen in Meta Business Suite (WhatsApp Manager). Beheer goedgekeurde sjablonen in SpinOffice via Beheer -> Integraties -> WhatsApp Business -> Sjablonen. Voeg merge-velden toe voor gepersonaliseerde berichten. Toewijzen van inkomende berichten Geef in SpinOffice aan bij welke gebruiker nieuwe inkomende berichten terecht moeten komen. Dit stelt u in bij Gebruikers binnen hetzelfde WhatsApp Business-gedeelte als in stap 10.
Modified on Tue, 3 Dec at 11:44 AM
WhatsApp Business integration
SpinOffice CRM offers a powerful integration with WhatsApp Business. This allows customers to send WhatsApp messages directly to your inbox, making it easy to respond. The integration runs directly from Meta Business. This integration allows you to communicate more efficiently with customers, share files, set up automatic replies and use WhatsApp templates. These templates are managed in Meta Business Suite. Requirements To activate the WhatsApp Business integration, you need: A SpinOffice Pro- or Enterprise license. A Meta Business Suite account with a valid payment method. Important points to note Phone number: Currently, only one WhatsApp Business account can be linked to SpinOffice. Use a phone number that can be verified by Meta via SMS or a phone call. We have no influence on the verification process of Meta. Current usage: We do not recommend using an existing WhatsApp or WhatsApp Business number because: Chat history and groups will be lost during configuration. The number can only be used in SpinOffice during integration (not on mobile phones, WhatsApp Web or desktop apps). Templates: You can only start a conversation with an approved WhatsApp template. Once a customer responds, you can freely send messages without templates for 24 hours. You do not need to use a template for incoming conversations. Administration: You create and manage templates in Meta Business Suite. Costs Various CRM providers that offer an integration with WhatsApp Business, such as Messagebird, charge extra costs per message or conversation on top of the costs that Meta charges per message. With SpinOffice you do not pay any extra costs. Using the WhatsApp Business integration in SpinOffice entails the following costs: Start-up costs: none Annual costs: € 145 Costs per conversation: a conversation can be started by a relation of yours or by your company. You only pay when you initiate a conversation by means of a template and when you reply to a message initiated by a relation. So you do not pay when you receive a message. All messages sent within a period of 24 hours fall under the same conversation costs. The costs per conversation vary per conversation category. Below we explain the different conversation categories. We advise to create templates from the utility category. The costs of using a utility template is € 0.0414 per conversation. You pay the conversation costs monthly via the Meta account. For more information, please see Meta Business pricing information. WhatsApp Business conversation categories: Everything you need to know The WhatsApp Business platform distinguishes four conversation categories, each with its own applications and characteristics. Below we highlight these categories and their main use cases. Two types of customer conversations WhatsApp makes a distinction between: Business-initiated conversations: proactive messages to customers who have opted in. These conversations always start with a pre-approved message template. Customer-initiated conversations: reactive conversations where customers reach out, for example for help or information. The four categories of conversation 1. Utility Utility conversations focus on practical, agreed-upon updates and transactions, such as order confirmations or shipping information. These conversations are always initiated by the business.. Examples of Utility usage: Appointment reminders: "Reminder: Your appointment at SpinOffice is next Wednesday at 1:00 PM. Coffee is ready." Order updates: “Thank you for your order! Your order number is 0123.” “Sorry, your order is delayed. We will ship it as soon as possible.” Payment reminders: “Hi {{1}} we have received your payment. We will get started right away!” Account / Customer Service Messages: "Dear {{1}}, the reported issue has been resolved. Sorry for the inconvenience." Shipping information: “We deliver tomorrow between 14:00 and 18:00. Your order number is 0123.” 2. Authentication Authentication conversations are used for security purposes, such as sending One Time Passwords (OTPs) during registration or verification. Examples of Authentication usage: Account registration: “Your temporary password is Welcome01!. Change it immediately after your first login.” Two-step verification: “Your login code is 01234.” 3. Marketing Marketing conversations are designed to promote products or services. Think of offers, back-in-stock notifications, or abandoned cart reminders. Examples of Marketing Usage: Promotions: “Check out our new summer collection and be the first to score your favorite!” Back-in-stock updates: “The blue sneakers in your size are back in stock. Order quickly! Opening hours: “We are closed during the holidays. We will be ready for you again in January!” Shopping cart reminders: “Forgot something? Click here to complete your order.” 4. Service Service conversations are always initiated by the customer. These can be questions about support, payments or other requests. These conversations often overlap with the other categories, but the main difference is that they are cheaper because the customer initiates them. Getting Started with WhatsApp Business Platform Are you excited about the possibilities? Contact us to get started!
Modified on Tue, 3 Dec at 11:37 AM
Activate Xelion VoIP integration
SpinOffice CRM offers an integration with Xelion VoIP. By linking your SpinOffice account to Xelion, you can make and receive calls directly from SpinOffice. Incoming calls are signaled within your SpinOffice CRM environment. Incoming and outgoing calls are recognized and matched based on the phone number. On incoming calls, SpinOffice automatically creates a call note. There is an automatic logging and time registration of all conversations and, on request, conversations are recorded and automatically saved with the contact in SpinOffice CRM. The advantages of the SpinOffice CRM VoIP integration at a glance: Call directly from SpinOffice CRM (Click-to-Dial) Both incoming and outgoing calls are recognized and linked to your contacts SpinOffice CRM automatically creates call notes Automatic logging and time recording of calls Automatic storage of recorded conversations (on request) Works on Windows and Mac, iOS and Android App Requirements a Xelion account a SpinOffice Pro- or Enterprise license Activate the Xelion integration Please contact us first, and we arrange the initial set up with Xelion. Once Xelion has created your VoIP environment (Xelion Plus) you will get access to your online portal. Log in to your portal https://apps.smartxps.com/login. Go to SpinOffice CRM on the left side: Copy the 'Webhook url' to your clipboard. Open SpinOffice CRM. Click on the 'hamburger'-menu icon in the left corner on top. Go to Administration > Integrations and paste the Webhook url from clipboard into the Xelion API key field to activate the VoIP integration. Click on Test Access to see if it works. When the API-connection with SpinOffice CRM is succesful, the integration is immediately activated. Go to Users to link SpinOffice users to Xelion users. Please note: a Xelion subscription is required. There are no one-time setup costs. Xelion uses monthly costs per user of € 45.
Modified on Mon, 2 Dec at 3:26 PM
Mollie integration
Mollie is one of the largest Payment Service Providers (PSP) in the Netherlands. This means that Mollie facilitates all payments from your customers and pays out the amount at a time of your choosing. Your customer can choose from the most common payment options within Europe, such as iDEAL, credit card, SEPA direct debit, Bancontact (Belgium), Sofort (Germany) and recently also Apple Pay. Mollie meets the requirements of the The Dutch Authority for the Financial Markets (AFM). SpinOffice CRM offers the possibility to integrate Mollie into your CRM. The options are very diverse and are developed by us in consultation with you as a customer. Your wishes and what you want to achieve with the integration of the payment module via Mollie will be discussed in detail beforehand. It is also possible to integrate the SpinOffice invoice module with Mollie. Benefits of the Mollie integration Save time processing payments Easier payment method ensures faster payments Payments are processed directly with the customer data in your CRM system Automation of your sales process (status proposal -> invoice paid) Securely everything in the cloud Requirements a Mollie account a SpinOffice Pro- or Enterprise license willingness to invest in automation Below are some examples of Mollie integrations and SpinOffice CRM that we have developed for customers. Customer portal It is possible to process payments within your website, by means of an iframe and including a login environment, linked to your Mollie account. All payments are processed directly with the customer data in your CRM system. Your customers can log in within a login environment on your website, check and purchase your products or services, and pay directly via, for example, iDEAL, PayPal, credit card, Apple Pay, etc. All payments are received into your Mollie account. Booking module Do you want your customers to be able to book services online in a schedule and make payments immediately? They can. Decide for yourself which services you offer within the refraction module, at what rates and manage the availability of your services. Here too, all payments are processed directly with the customer data in your CRM system. Easy payment of invoices and proposals It is possible to integrate Mollie in the invoice module of SpinOffice CRM. Mollie is then added to the digital invoice as a 'fast payment option'. After payment, the status of the invoice is converted to status 'paid' and the customer automatically receives a payment confirmation and the invoice is sent. Would you like to send a proposal including the option to pay immediately as confirmation of the order? That is of course also possible! Only when this has been paid, the proposal is converted to an invoice with status 'paid'. Interested in the Mollie integration? This integration is not standard functionality in the CRM, but we can quickly assess the time and costs involved in developing the ideal Mollie payment integration on your website or app. Express your interest in SpinOffice by going to menu option Administration -> Integrations -> Mollie and click on Submit request. We will then contact you shortly to discuss the options. If you do not have a Mollie account, we can offer you a free reseller account.
Modified on Mon, 2 Dec at 3:25 PM
Activate e-Boekhouden.nl integration
SpinOffice CRM offers an integration with e-Boekhouden.nl, a Dutch accounting solution that works intuitively and simply. With e-Boekhouden.nl, all invoices, name and address data from SpinOffice are sent to your accounting software in e-Boekhouden.nl at the touch of a button. Contacts from SpinOffice become contacts in e-Boekhouden.nl. So easy! Requirements an e-Boekhouden.nl account (the software is only available in Dutch) the invoice module in SpinOffice CRM a SpinOffice Pro- or Enterprise license Activate e-Boekhouden.nl integration Sign up for e-Boekhouden.nl Start by creating a free e-Boekhouden.nl account. Already an account? Then proceed to step 2. Create a unique API key for SpinOffice. In your e-Boekhouden.nl account, go to Integrations, generate an API key and copy it to your clipboard. Add the API key to SpinOffice In SpinOffice, go to menu option Administration -> Integrations and enter the API-key from your clipboard. That is it! You are now completely ready to start using the e-Boekhouden.nl integration in SpinOffice.
Modified on Mon, 2 Dec at 3:24 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: €32.50 per user per month (billed annually). Subsequent years: €35.25 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 Mon, 18 Nov at 1:47 PM