Popular Questions
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. A...
First two questions beforehand. Do you want to configure a Gmail account? Please go through this checklist first! Or a me.com, iCloud.com or mac.com account? This type of account nowadays requires an 'app-specific pass...
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...
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, SpinOffic...
Before integrating your email account, make sure you log out of your Office 365 account / Outlook account. This is to prevent us from connecting to an incorrect Microsoft account that has already been signed in. Return to Sp...
Import your existing calendars to populate the database. Choose from an import from Apple Calendar and Office 365. All appointments from the last and upcoming 30 days are imported. It's that easy. What resources are ...
Go to the Contacts screen, top 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 standar...
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 th...
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...
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 ...
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 passw...
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 em...
Prevent your outgoing email from being marked as SPAM by the recipient or not even delivered. How do you prevent this? You use the SpinOffice mail server for sending out your email messages. Therefore our mail server must be a...