Popular Questions
A free registration for SpinOffice CRM is possible in the web-app, desktop software or the mobile app. Web-app registration Start with SpinOffice CRM by a free registration on the website. Enter your first name, last na...
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...
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 co...
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...
There are three ways to connect your Microsoft Outlook or Office 365 account to SpinOffice CRM. In all cases SpinOffice uses the IMAP protocol. Connect your account with: username and password Instant access to your account ...
There are three ways to connect your Microsoft Outlook account to SpinOffice CRM. In all cases SpinOffice uses the IMAP protocol. Connect your Microsoft Outlook with: username and password: instant access to your account wit...
There are three ways to connect your Office 365 account to SpinOffice CRM. In all cases SpinOffice uses the IMAP protocol. Connect your Office 365 with: username and password: instant access to your account without any secur...
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 top menu option Administration -> User settings -> Synchronization and enable the sync of your choice: contacts or calendar. In both cases,SpinOffice creates a DAV-account. DAV is an Internet standard / proto...
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 -> User settings -> Synchronization and enable the ca...
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-factor authentication (also known as two-step verification) 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 -> User settings -> User profile and fill in your personal information. This information is used for your email signature. There is a default email template in SpinOffice which is bu...
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...