Chapter 1. Starting SpinOffice CRM

Modified on Fri, 26 Aug 2022 at 11:55 AM

1.1 Registration

A free registration for SpinOffice CRM is possible in the web app, desktop software or the mobile app.


Web app

Start with SpinOffice CRM by registering for free on the website. Enter your first name, last name, company name, email address and your own password to create your free account. You instantly enter your CRM environment in the web browser. Use the web app to explore the basics SpinOffice CRM, and download the desktop version to get more out of your SpinOffice experience.


Desktop

If you already downloaded SpinOffice CRM on a Windows PC or Mac, you can register within the software. An encrypted database is 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 is created for you.


Your database is accessible from any desktop and laptop (macOS 10.13 and later, Windows PC), iOS and Android devices, as long as you have 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 done something with, 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.


There are a number of steps that will help you set up your account quickly:

  1. Integrate your email: go to your inbox to configure your email from there. A wizard will help you bringing 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.
  2. Import existing contacts: from e.g. Outlook, LinkedIn, Google or any other platform that supports an export to .CSV, .XLS or .XLSX format. Other option is the quick import of all your Office 365 contacts or macOS Address Book.
  3. Import your calendar: from Office 365 of Apple Calendar.
  4. 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 by 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.

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