What is SpinOffice CRM?

SpinOffice CRM is a comprehensive cloud-based platform designed to centralize all aspects of customer relationship management for small and medium-sized enterprises (SMEs). By bringing together contact information, email communications, calendar appointments, tasks, documents, and project dossiers into one organized system, it enables businesses to manage customer interactions, internal collaboration, and daily workflows more efficiently.

The software features robust email integration, mobile and desktop accessibility, customizable dashboards, secure cloud hosting, and seamless connections to popular business tools such as Microsoft 365, WhatsApp Business, and various accounting solutions. SpinOffice CRM helps teams improve productivity, maintain optimal data security and privacy, and build lasting client relationships from anywhere, at any time.

Features

Contact Management: Store and manage all client, lead, and relationship data in one central database.
Email Integration: Seamless integration with multiple email providers for unified communication.
Calendar & Task Management: Organize meetings, deadlines, and team schedules with ease.
Document & File Management: Securely store, organize, and share business documents and files.
Customizable Dashboards: Create dashboards tailored to your business's key metrics and activities.
Multi-User Collaboration: Enable teams to work together in the same up-to-date database.
Cloud-Hosted Security: Encrypted data storage with daily backups and AWS-based infrastructure.
Business Tool Integration: Connect with platforms like Microsoft 365, WhatsApp Business, and accounting software.
Mobile & Desktop Access: Apps for web, Windows, Mac, iOS, and Android ensure access anywhere.
Marketing Automation: Segment contacts and send personalized newsletters and mass mailings.

Use Cases

Centralized management of all customer, lead, and relationship data for a growing SME.
Automating client communications with integrated email and mass mailing tools.
Collaborative project tracking and document management for distributed teams.
Scheduling and managing appointments and tasks across teams.
Segmenting contacts and sending targeted marketing campaigns to prospects.
Securing sensitive business and client data with encrypted cloud storage.
Integrating CRM data with other business applications like accounting and VoIP systems.

FAQs

Does SpinOffice CRM offer a free trial?

SpinOffice CRM no longer offers a traditional trial version but provides a free demo tour guided by an expert to showcase platform capabilities.
Is my business data secure on SpinOffice CRM?

Yes, SpinOffice uses encrypted data storage on AWS servers located in Europe, features SSL encryption, daily backups, and robust network firewalls.
Can SpinOffice CRM integrate with my existing business tools?

SpinOffice CRM supports integrations with popular tools such as Microsoft 365, WhatsApp Business, accounting software, and VoIP systems.
Do all users need separate licenses?

Yes, each user requires a paid Pro or Enterprise license, and user roles and permissions can be managed individually.
What kind of support is available for new users?

Paid editions include helpdesk email support, and onboarding sessions are available to assist with configuration, importing data, and setting up business templates.