Spin CRM

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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