Spin CRM

Additional features

Integration of accounting systems

Connects with accounting software to transfer invoices and synchronize warehouse balances. This ensures financial and inventory data are aligned.

Invoices issued in the Spin CRM system are transferred to the accounting system

Automatically sends created invoices to the linked accounting software. This eliminates manual invoice data entry in accounting.

Warehouse balances are also synchronized with the accounting system

Automatically updates stock levels in the accounting system based on CRM data. This provides a unified view of inventory.

Rivale integration

Specific integration with Rivale accounting software. This offers a direct connection for users of Rivale.

Robolabs integration

Specific integration with Robolabs accounting software. This provides a direct connection for users of Robolabs.

Email integration

Allows full synchronization of user email accounts within the CRM. This centralizes communication management.

Spin CRM system allows you to fully synchronize your email

Enables seamless access and management of emails directly within the CRM interface. This improves email workflow.

Also link emails using BCC and CC

Provides options to include BCC and CC recipients when sending emails through the CRM. This maintains email communication practices.

Email templates

Offers pre-designed email formats for consistent and efficient communication. This saves time when composing common emails.

Inbox and send mail

Allows users to access their email inbox and send emails directly from the CRM. This keeps communication within the platform.

Access management (for email)

Enables assigning email access based on sales roles or responsibilities. This controls email visibility within the team.

Direct connection with your bank

Allows linking company bank accounts to the CRM. This facilitates automated payment processing.

Linking Bank Accounts to Spin CRM

Connects the CRM directly to the company's bank accounts. This enables real-time financial data access.

Invoices are automatically cover based on the payments received

Matches received bank payments with outstanding invoices automatically. This streamlines payment reconciliation.

Automatic statement import and cover

Automatically imports bank statements and matches payments to invoices. This significantly reduces manual reconciliation efforts.

The most popular banks

Swedbank, SEB, Luminor and others: Mentions compatibility with specific popular banking institutions. This indicates supported banks for direct connection.

Commercial offers, contracts and other documents

Supports the creation and management of various business documents. This centralizes document handling.

Simple preparation of commercial offers and other documents

Provides tools for easy and quick creation of business documents. This improves efficiency in generating proposals and agreements.

Automatic filling of documents according to the data in the system

Populates document fields with relevant CRM data automatically. This reduces manual data entry and errors.

PDF, Word offer formats

Allows generating commercial offers in both PDF and Word formats. This provides flexibility in document sharing.

Photo support (in documents)

Enables the inclusion of images within commercial offers and other documents. This enhances visual communication.

Customization to suit your business style (for documents)

Allows tailoring the appearance of documents to match company branding. This ensures professional presentation.

Warehouse stock management

Provides features for managing and tracking inventory levels. This ensures efficient stock control.

Stock balances are visible in real time

Displays up-to-date inventory levels within the system. This provides immediate insight into stock availability.

Planning and placing orders with suppliers directly from the system

Enables creating and sending purchase orders to suppliers from the CRM. This streamlines the procurement process.

Synchronization of balances with the accounting system (for warehouse)

Automatically updates inventory levels in the accounting system. This maintains consistency across systems.

Assembly of goods

Supports the management of product assembly processes. This is relevant for businesses that combine components.

Inventory

Provides tools for conducting stocktaking and managing inventory records. This ensures accurate inventory data.

Orders to suppliers

Functionality for creating and managing purchase orders to vendors. This streamlines the supply chain.

Signing of contracts

Enables digital signing of documents within the CRM. This accelerates contract finalization.

Document signing Smart ID and m. signature in Spin CRM system

Supports signing documents using Smart ID and mobile signatures. This provides secure and legally valid digital signatures.

Possibility to send an invitation to customers - sign documents

Allows sending signing requests to clients directly from the CRM. This simplifies the contract signing process for external parties.

Smart ID

Integration with Smart ID for digital identification and signing. This offers a secure method for verifying identity and signing documents.

M. Signature

Integration with mobile signatures for document signing. This provides a convenient way to sign documents using a mobile device.

Sales management and time planning

Offers tools for managing the sales process and organizing time. This improves sales efficiency.

Ability to track which stage of sales you are with a particular customer

Provides a visual representation of the sales pipeline and the current stage of each deal. This improves sales process visibility.

Simple task planning

Allows for easy creation and assignment of tasks related to sales activities. This helps in organizing sales efforts.

Sales-related communication

Centralizes communication related to sales activities and customers. This keeps all relevant interactions in one place.

Traffic tracking (for sales)

Enables monitoring of traffic sources and their impact on sales. This helps in evaluating marketing effectiveness.

Time management

Provides tools for scheduling appointments, managing calendars, and tracking time spent on tasks. This improves personal and team productivity.

Calendar

Integrated calendar for scheduling meetings and deadlines. This helps in organizing time and activities.

Commercial offers (in sales)

Management of created commercial proposals within the sales process. This ensures easy access to sent offers.

Delegation of tasks

Allows assigning tasks to other users within the CRM. This facilitates teamwork and workload distribution.

KPIs (Key Performance Indicators)

Enables tracking and monitoring of sales performance metrics. This helps in measuring progress towards goals.

IP telephony integration

Connects with IP telephony systems for call management. This integrates phone communication with CRM data.

Real-time call transfer to Spin CRM

Automatically logs incoming and outgoing calls in the CRM. This provides a record of phone interactions.

Ability to monitor call statistics and listen to conversations

Offers features for analyzing call data and potentially reviewing call recordings. This provides insights into communication effectiveness.

Tele2 Station integration

Specific integration with Tele2 Station IP telephony system. This offers direct connectivity for Tele2 users.

Kalbu.lt integration

Specific integration with Kalbu.lt IP telephony system. This provides direct connectivity for Kalbu.lt users.