SpinOffice will help you to manage your relationships; in the long run it will really save you time. You will stay connected with your friends and business contacts and save time by getting organized. All your customers, prospects, email, calendar, tasks and memos, documents, projects and archive will be in one central database and will be accessible for you and your colleagues. Any file or message is stored in the cloud, encrypted and only you will receive the key.
When working with multiple users, you will all share the same data but in the security settings the administrator can manage the permission level of each user.
2.1 The difference between Limited and Pro
You may work with the Limited obligation-free edition until you have reached 50 items. What is an item? Each manually added contact, each email sent, and all documents and attachments added to your database count as items. Mass importation of contacts and incoming emails do not count as items.
Use SpinOffice Limited edition for as long as you want to see if it fits your needs. Set up your email, import existing contacts, create and manage email templates, archive call notes and memos, create filters and use SpinOffice to send out mailings to your friends or business contacts.
Upgrade to Pro for € 27,50 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 following years is € 32,50 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
The idea behind SpinOffice is that every business contact has its own file in the database.
The Contact list screen shows all your contacts, where you can search them and filter them on many fields and on various ways. On the right side of the screen all the information of a selected contact is shown.
Use the double-click on a name or company name to go to a Contact card. Everywhere in the software it works like that: click on the name of the contact or company to jump to a contact card. The contact card is basically the 'archive'. It shows, besides the contact information on the left side, all former communication that you and your colleagues have had with this contact. But besides all incoming and outgoing emails, also the tasks, notes, appointments, attachments and all types of files can be found here.
We explain this in more detail in the chapter 3. Contacts section.
2.3 Header bar, Main menu & Screen preferences
SpinOffice is available on web, desktop (Windows and Mac), and mobile. In general, the layout and features is the same on any platform. Below 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:
- Manage the tabs to open when you log in SpinOffice. Go to menu Administration -> User settings -> Default tabs to do this. 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. Go do this, go to 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 color 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 in the header bar there is the screen preferences. This part is different for each screen and shows you all settings that you can adjust and set for the selected screen.
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