This utility is, as its name implies with the CRM abbreviation, a program for managing your firm's relationships and interactions with coworkers and clients. The tool also provides you with simple ways to keep track of your daily appointments, send emails to your customers, share documents with your co-workers, and so much more.
Before using this program on your Mac, you will first need to create a personal SpinOffice account. You can do that directly from the program's interface. Then, log in to your account, choose the types of tasks you plan on completing with SpinOffice CRM, and start managing your company's customer and employee data.
You will be able to store various types of information regarding your employees and clients, such as street address, job title, contact details (email address/phone number), and even hobbies or relationship type (personal friend, the key client, etc.).
Another great thing about this utility is that it provides you with a very simple way to send emails to your clients or co-workers. You can even attach documents to your messages, include your company's logo and set the preferred priority level for your email (Low, Medium or High).
The downside is that the program is quite expensive at the moment, around $300 per user. You can find cheaper solutions, but not many of them provide you with as many useful features as SpinOffice CRM does.
v9.1 [Feb 15, 2018]
– new menu items added.
– new log in screen (2-factor authentication).
