You can start by simply downloading SpinOffice CRM on your Mac or Windows desktop and filling in some basic information to set up an account. We ask for your e-mail address, a password and some corporate information. Once you read and agree to the Terms of Use you will receive a welcome e-mail. You can start using the service immediately. SpinOffice support single sign on (SSO) across all our applications, so once you log in on one device, you have access to all the services using the same ...

First two questions beforehand. Do you want to configure a Gmail account? Click here for the quick configuration steps. Is it a me.com, iCloud.com or mac.com account? This type of account nowadays requires an 'app-specific password' for IMAP. Click here how to create that for SpinOffice within your iCloud account. If neither is the case, follow the steps below in SpinOffice to integrate your email account: Click on Configure email on your Home dashboard or go to the Conta...

You're able 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’ll get a notification when you’ve reached the storage limit and you’ll have to upgrade to SpinOffice Pro in order to add more items.  Upgrading your account will give you unlimited storage of all data, full email integration, daily bac...

Go to menu option Administration -> Personal settings -> Synchronization and enable the sync of your contacts and calendar. For both, SpinOffice creates a DAV-account. DAV is an Internet standard / protocol designed to allow users to access and share contact data and calendars on a server.  The steps how to activate the DAV sync accounts are instantly sent to you by email once the options are enabled. All contacts and the calendar in SpinOffice can be in sync with your Ap...

SpinOffice will help you via a wizard in the inbox where you can enter the proper account credentials and incoming mail server settings (IMAP) from the mail account(s). Until your email has been configured correctly, SpinOffice will show you the following popup every time you open your inbox: Enter your email address and password and click on ‘Connect’. SpinOffice will try to find the proper server settings. If the settings are not found, please click on ‘Configure manually’ and we wi...

It is possible to have your calendar in SpinOffice in sync with your mobile devices of Apple (iPhone, iPad and Mac) and Android. Go to menu option Administration -> Personal settings -> Synchronization and enable the sync. Instantly a CalDAV-account is created and the manual how to configure this account on your Apple (iPhone, iPad and Mac) and Android device is sent to you by email. The calendar will appear in the Calendar application of the device. The sync works both ways, thus...

There are various options to delete contacts: an individual in the database, all contacts of a certain contact type or a filtered group of contacts.  Deleting a single contact in the database Go to the contact card of the individual you want to delete Go to menu option Extra -> Delete contacts. Select ‘Delete only this individual contact’. When you check the option ‘Delete the contact’s complete archive too’ the archive will not be restored in case you add the person aga...

Filters allow you to obtain an overview of contacts that meet a certain search criteria. For example, would you like to have an overview of all your prospects, or of all customers that are located in the same country? Or do you want to send a mailing to all your former customers? You can filter on almost every field and you can also filter on filter. How do you do that? We will show you. Let’s give an example! We would like to get an overview of all our clients, for instance to send ...

Two-step verification (also known as two-factor authentication) is an optional but highly recommended security feature in a Pro-account. Once enabled, SpinOffice CRM requires a six-digit security code in addition to your password when you sign in to your account. Enable two-step verification Sign in to SpinOffice. Go to menu option Administration -> CRM preferences -> Security. (If you don't have the CRM preferences option in Admin menu, you don't have the user right t...

Go to menu option Administration -> Personal settings -> My profile and fill in your personal information. This information is used for the email signature and for sending SMS text messages. There is a default email template in SpinOffice which is build up with information from your profile. An example of commonly used merge-fields in a new email template:  «My Firstname» «My lastname»  «My Info1»  (= job title) «My Email»  «My Mobile»  These above fields can be p...