Start with SpinOffice CRM by registering for free on our website. Enter your first name and last name, company name, email address and your own password to create your account. An encrypted database will be created for you. After that, download the software for Windows PC or Mac and log in with your personal login details. Every time you log in, your email address is already shown as a username and all you have to do is enter your password.
The first time you log in you will enter the Home dashboard. Go through the short tour and watch the introction video. There are a number of steps that 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 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.
- 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 Mac OS X Address Book.
- 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.