Getting Started (8)

Our Limited version includes all basic features you expect from a CRM, but with limited storage. Here's the feature comparison for an overview of all features in Limited and Pro. Here's the feature comparison for an overview of all features in Limited and Pro. All the extra stuff you’ll get in your Pro account: Access to Pro features Extensive storage space per user 5 email accounts per user Full email integration Unlimited number of templates (documents & email) Extra data security (2FA, backups, user rights) Mass mailings API integrations Helpdesk support

Yes of course! Invite your colleagues to participate. No strings attached. You can all set this up including multiple users connecting to a shared database as part of the free Limited edition to be sure you are happy with it before you purchase any licenses. You can add users at any time. Go to Add user in main menu to invite them within your database. Provide the name and email address of the person you want to share your account with. Invitees will receive an email explaining they have been invited to your SpinOffice database. To accept the invitation, they will have to sign in with the same email address that the invite was sent to. The Pro version has the ability to assign rights and permissions per user.

Import your business and personal contacts from various sources into SpinOffice CRM. Which sources are available? See the options below. You will find the import options within your Home Dashboard, then within the Recent Contacts widget the hamburger icon, menu option the Import contacts. The same import options can also be found within 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 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. 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 afterwards 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 Mailchimp by providing a Mailchimp API Key and pick a mailing list to import. 

Unfortunately not. This is possible in the paid Pro or Enterprise version. In this FAQ we explain how you can do this easily.

Yes it is! Go to menu option Administration -> User settings -> Synchronization to activate the Contacts or Calendar sync. We instantly send you the details how to activate it. In user manual chapter 14 we explain how this al works.

Feel free to use SpinOffice CRM Limited version for as long as you want until you have reached a storage of 50 items added manually. Mass import of contacts (Excel, Apple Contacts or social media) and incoming emails do not count as an item. You will get a notification when you’ve reached the storage limit and you will have to upgrade to SpinOffice Pro in order to add more items. The Pro version offers up to 100,000 items of storage space per user, full email integration, 5 email accounts per user, daily backups, helpdesk support and more features. Read here all the extras in Pro.

No, you just need to register with your name, company name and email address. Only when you switch to the paid Pro version do you have to choose a payment method.

Absolutely not! We respect that you have a choice after you have reached storage limit. Since we don’t ask for any card or bank details at the start, we would be physically unable to bill you anyway. But that is not the point, we want you to actively choose to become a Pro customer because SpinOffice is the ideal software solution for you and your business. Check here all the payment options.