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Registration for SpinOffice CRM is possible in the web app, desktop software, or mobile app. Web app Start with SpinOffice CRM by registering for free on the website. Enter your first name, last name, company name, email address, and password to create your free account. You instantly enter your CRM environment in the web browser. Use the web app to explore the basics of SpinOffice CRM, and download the desktop version to get more out of your SpinOffice experience. Desktop If you have already downloaded SpinOffice CRM on a Windows PC or Mac, you can register with the software. An encrypted database is created for you. Mobile app  If you downloaded SpinOffice CRM from the  iOS App Store or Google Play Store, register within the mobile app, and an encrypted database is created for you. The first time you log in, you will enter the Home dashboard. Go through the short tour and watch the introduction video.  These steps 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 bring 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 stored in the contact's archive. Import existing contacts from e.g., Outlook, LinkedIn, Google, or any other platform that supports an export to CSV, XLS, or XLSX format.  Another option is the quick import of all your Office 365 contacts or macOS Address Book. Import your calendar from Office 365 of Apple Calendar. Invite your colleagues To collaborate with your colleagues, you may invite them into your database. Rights and roles can be set per user in the Pro edition. We are available to help you with setting up the account via Live chat, email, or  by phone (+31 70 3115405). Find more information about Registration & Get started in the user guide.

SpinOffice will help you via a wizard that allows you to enter the proper account credentials and incoming mail server settings (IMAP) for your mail account.  Start the configuration from various places in the software: on the Home Dashboard, in your Inbox, or from the main menu option:  Administration -> Email -> Email accounts  and then '+' for a new account. In all cases, SpinOffice will show you the following popup⬇️ Select the email account of your choice.  (If it is not an Office 365, Outlook, or Gmail/Google account, select the IMAP option.) Enter the email address and  Click on 'Start.'  Enter the account password. Office 365: We recommend selecting OAuth2.O as the authentication method. Follow these steps, and SpinOffice will connect with your Office 365 account. Outlook: Also, for Outlook, we recommend selecting OAuth2.O as the authentication method. Follow these steps, and SpinOffice will connect with your Outlook account. Gmail: It will automatically connect. It might block SpinOffice from connecting. Having problems? Here's a checklist to solve that. IMAP: SpinOffice will try to find the right IMAP settings. Click on 'Show server settings' to manually enter the right account credentials. Is it a me.com, iCloud.com, or mac.com account? Then it requires an 'app-specific password' for IMAP. Click here to learn how to create that for SpinOffice within your iCloud account. Click on 'Connect' to make the connection. After a few minutes, SpinOffice shows you the result: If the connection is made successfully, the setup wizard is closed, and your emails will come in. If it is not, please adjust the server settings: your account name, password, and incoming email server. (Tip: check how the account is configured on your phone; the same IMAP settings are used there.) When SpinOffice keeps saying that we cannot connect, please contact us for free support to solve the issue. When the connection is successful, go to the Inbox to see all incoming messages.

We advise you to configure your Office 365 account in SpinOffice with OAuth 2.0. With OAuth 2.0, instead of storing the username and password of your account, we use an access token and a refresh token provided by Microsoft. These tokens are given to us as a third party, not the actual login data. Follow the steps to add your Office 365 email account: Before integrating your email account, make sure to sign out of your Office 365 account. This is to prevent us from connecting to an incorrect Microsoft account that is already signed in. Return to SpinOffice. On the Home dashboard or the Inbox. Click on Configure email. Add a new email account via '+'. Choose Office 365. Please input your email address and click on Start. SpinOffice will give "Settings found!". Click on Connect to continue. You will be redirected to the Microsoft login page within a new browser tab. If this page does not open, check if your web browser blocks the action and allows the pop-up. Log in to your Office 365 account with your login details. After you log in, you are requested to permit SpinOffice to access your mail. Click on Accept. You are done now, and you will be led to our website. Return to SpinOffice CRM, and your email account should be ready to use. Also, watch the video below where we show you the configuration steps. If you have problems going through the above steps, please contact us.

We suggest that you configure your Outlook account in SpinOffice with OAuth 2.0. With OAuth 2.0, instead of storing the username and password of your account, we use an access token and refresh token provided by Microsoft. These tokens are given to us as a third party, not the actual login data. Follow the steps to add your Outlook email account: Before integrating your email account, make sure to sign out of your Outlook account. This is to prevent us from connecting to an incorrect Microsoft account that is already signed in. Return to SpinOffice. On the Home dashboard or the Inbox, click on Configure email. Choose Outlook. Please input your email address and click on Start. SpinOffice will give "Settings found!". Click on Connect to continue. You will be redirected to the Microsoft login page within a new browser tab. If this page does not open, check if your web browser blocks the action and allows the pop-up. Log in to your Microsoft Outlook account with your login details. After you log in, you are requested to permit SpinOffice to access your mail. Click on Accept.  You are done now, and you will be led to our website. Return to SpinOffice CRM and your email account should be ready to use. You can also watch this video to follow those steps If you have problems going through the above steps, please contact us.

There is a possibility to merge the same relations. What will be merged then? All messages, files, tasks, tags, calendar items. What is not merged are the addresses, info fields, and keywords. So, make sure to transfer that information manually. Follow the next steps to merge two contacts: Go to the Contact list screen. Search for the contact that you want to merge. Select the contact you want to keep. That will be the 'main contact'. Click the 'hamburger' icon on the right and choose Merge contacts. The following screen is displayed. So the first field is the 'main contact', which you cannot adjust here. In the second field, find the duplicate contact that you want to merge with the 'main contact'. This one will disappear. When you have searched and entered the contact's name, click on Merge contacts to proceed. The two contacts are now merged. If you have multiple duplicates of one contact, you have to go through the above steps many times until one contact remains.

To delete an individual contact: On the Contact list screen, locate the contact you want to delete. Click the 'burger' icon on the right and choose Delete. Confirm by choosing OK. The contact has been deleted for everyone within the database. To delete all contacts from the same contact type: Go to the Contact list screen. Click Filter contacts at the top of the screen. The following screen is displayed. In the first field, choose "Contact type". In the second field you choose the condition, so for example: "is", "is not", "contains" or "does not contain". In the third field, select the contact type to be deleted. Are all three fields filled in? Then click on Filter contacts. All contacts of the same type are shown in the Contact list screen. Now, click on Mass Actions at the top of the screen. Choose 'Delete contacts' and confirm. All the contacts of the concerning contact type have now been removed. To delete a filtered group of contacts: The procedure is almost the same as mentioned above. First, create the desired filter of contacts that you want to delete on the Contact list screen. For example, based on a label, attribute, or relationship field. (Read all about filtering here.) Then click on the Mass actions option at the top of the screen. Choose 'Delete contacts' and confirm.

Choose from import from Apple Calendar and Office 365 to populate the database.  All appointments from the last and upcoming 30 days will start. So easy. In SpinOffice, go to your Calendar. Click the gear icon at the top right of your Calendar and choose Import Calendars. You will also find the import option within your Home Dashboard, within the Calendar widget the burger icon, menu option Import calendars. In both cases the following screen is displayed: Click on the desired option to import all appointments from the last and upcoming 30 days. This is not (yet) a sync but an import of calendar appointments. If you want to synchronize the calendar, activate the calendar sync. Go to your Calendar to view all appointments. To explore the features in your Calendar, go to manual chapter 7. Calendar.

Go to the top menu option: Administration -> User settings -> Synchronization.  Enable the sync of your choice: contacts or calendar.  In both cases, 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 on how to activate the DAV sync accounts are instantly sent to you by email once the sync is activated. All your contacts and/or calendars in SpinOffice will be in sync on any Apple (Mac & iOS) or Android device where the DAV account is configured.  Your contacts are added as a group to the default Contacts app of your device.  The calendar is added as a separate calendar in the default Calendar app. Go to  Chapter 14. Synchronize with mobile devices for more information.

Yes, it is possible to have your calendar in SpinOffice in sync with your mobile devices Apple (iPhone, iPad, and Mac) and Android. But first, you have to enable the calendar sync. Go to the menu option Administration -> User settings -> Synchronization. Enable the calendar sync. A CalDAV account is created for you, and the manual on how to configure this account on your Apple (iPhone, iPad, and Mac) and Android device is sent to you by email.  After you have followed the steps in the manual, the SpinOffice calendar will appear in the Calendar application of the device. The sync works both ways; all events you add to the CalDAV account are in sync between SpinOffice and your device.

Within SpinOffice, you can filter/make selections on all fields, tags, info fields, and keywords. For example, do you want an overview of all your prospects located in the same country or zip code? Or do you want to send a mailing to all your customers? We will explain how you do this below. Sending group mailings is only available in the Pro and Enterprise versions. Here are the steps: First, decide based on which criteria you want to create your group mailing. This can be based on a contact type, tag, keyword, or any contact field. Then create your filter. These are a few ways to do that. Click Filter Contacts at the top of the screen or choose one of the filter options within the Contact widget on the right. Whichever option you choose, in all cases, SpinOffice will indicate what you want to filter on: If you choose the Filter contacts option, you can create the desired conditions for your selection yourself; for example, "company name is...", or "contact type is...", or "zip code contains...". If you choose a filter option within the Contact widget, all contacts will be filtered with the same value. Apply the desired filter. As an example, we choose the label 'hot prospects' to send a mailing to. All contacts are shown in the place where your contacts normally are. See below.  All 12 'hot prospects' are shown: Then click on Mass Actions at the top of the screen: The following options are displayed: Choose the "Send group mailing". A new screen will open where you can type a message in the default template. Fill the template with content or choose an existing email template at the bottom. Make sure to enter a subject. That is mandatory. This is also the subject as the recipients see it. At the top, you can change your sender identity, and at the bottom, the option to send the mailing as a private message. Is your template ready to send? Then click Send at the top left. Choose Create Concepts or Send. If you choose Create Concepts, these can be found in the Concepts folder in your Inbox.