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Go to New -> Task to create a task for a certain contact or click on the task icon in the main toolbar. All tasks are shown in your task list which can be found at menu item Go to -> Task list. Priority, expiration date and reminders can be set for each task. When working with multiple database users you are able to create and manage tasks for your team members. More information about tasks can be found in the SpinOffice user guide.
Although you may not realize it, sending texts from your SpinOffice database is possible and extremely useful. If you want to send an SMS to a mobile phone, there’s no need to opt for a third-party service — you can do so directly within your SpinOffice account. Instead of using a service you don’t know or trust, you can deliver a text message by using our SMS gateway. So long as you have added the person’s mobile phone number to the contact card, you can easily send out text messages. Great thing is that all messages end up in the contact's archive. It's possible to use text message templates and you can schedule a text message to be sent out later. In the Pro edition, you will have the option to change the sender.
Access all your CRM associated email exchanges in one place, right inside your Inbox. All messages are, on entry, automatically linked to the proper contact. If the recipient is unknown you can add the contact to your database as new or link it to an existing contact and SpinOffice will pick up all former communication and will add it to the contact’s archive. Building up your database has never been easier!
Your team will become more efficient. Each user will get its own inbox with many options as internal forwarding, folder linking, converting to task and more.
SpinOffice uses IMAP protocol to retrieve email messages from your mailbox. The inbox folder, sent items and trash folder are in sync. All your emails remain in your current mailbox but every day we make a backup of your data on our highly secured servers.
Every prospect has its own contact card with relevant contact information and archive with communication and agreements from the past. To create a selection, for instance all your prospects:
Go to the field ‘Contact type’ on the card;
Click on the field just once;
Choose 'Filter on' in appearing popup;
Type ‘Prospect’ and press enter or ‘Filter contacts’;
All prospects are shown in the left column;
TIP: create a separate contact type ‘Hot prospects’ or similar to make distinction between hot- and less concrete prospects. Go to menu item Extra -> Administration -> Contact type to add new contact types.
Combination of filters is possible. For instance the contact type field and the Account Manager field, or a combination of a field and keywords below the contact card. This way you're able to cross filter domestic or international keyword and prospects, or products/services field and prospects.
The most important thing is that, after you have created the link between SpinOffice and Mailchimp once, you can synchronize relationships within Mailchimp audiences and SpinOffice. Create filters in SpinOffice and shoot them to any desired Mailchimp audience. And the other way around, import Mailchimp contacts into SpinOffice so that all desired contacts are in your CRM and synchronized from then on. The most important possibilities of the Mailchimp integration at a glance: Synchronize contacts between SpinOffice and Mailchimp. Manage the status of the contacts in sync; opt in, opt out, bounce. Import Mailchimp contacts into SpinOffice based on your Mailchimp audiences. Export SpinOffice contacts to Mailchimp audiences based on filters. There's a Mailchimp chapter in the user manual that explains more about this integration.
It's very easy! Follow the steps to connect your Mailchimp account to SpinOffice. In SpinOffice, go to the main menu. Choose menu option Mailchimp. Fil in the MailChimp API Key. Where do you find this? Log in to your Mailchimp account and go to account settings. Copy the API Key in Mailchimp to your clipboard. Return to SpinOffice and paste the API Key into the required field and click 'Save Mailchimp API key' to connect the accounts.