Enterprise resource planning

The system covers the main business processes and helps to automate daily work

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Integration of accounting systems

Invoices issued in the Spin CRM system are transferred to the accounting system. Warehouse balances are also synchronized with the accounting system.

  • Rivale integration
  • Robolabs integration

Email integration

Spin CRM system allows you to fully synchronize your email. Also link emails using BCC and CC.

  • Email templates
  • Inbox and send mail
  • Access management
  • Assign by sales

Direct connection with your bank

Linking Bank Accounts to Spin CRM. Invoices are automatically cover based on the payments received.

  • Automatic statement import and cover
  • The most popular banks: Swedbank, SEB, Luminor and others.

Commercial offers, contracts and other documents

Simple preparation of commercial offers and other documents. Automatic filling of documents according to the data in the system.

  • PDF, Word offer formats
  • Photo support
  • Customization to suit your business style

Warehouse stock management

Stock balances are visible in real time. Planning and placing orders with suppliers directly from the system.

  • Synchronization of balances with the accounting system
  • Assembly of goods
  • Inventory
  • Orders to suppliers

Signing of contracts

Document signing Smart ID and m. signature in Spin CRM system. Possibility to send an invitation to customers - sign documents.

  • Smart ID
  • M. Signature

Sales management and time planning

Ability to track which stage of sales you are with a particular customer. Simple task planning, sales-related communication and traffic tracking.

  • Time management
  • Calendar
  • Commercial offers
  • Delegation of tasks
  • KPIs

IP telephony integration

Real-time call transfer to Spin CRM. Ability to monitor call statistics and listen to conversations.

  • Tele2 Station
  • Kalbu.lt

Process

System implementation steps

Step by step how to start using Spin CRM!

  • Step 1

    Registration and free trial

    We are planning a remote meeting to discuss your needs.

  • Step 2

    Needs analysis and system presentation

    We explain your needs, answer your questions and introduce the system.

  • Step 3

    Customization of the system

    We adapt the functionality of the system to your needs.

  • Step 2

    System usage training

    We train you and your team to use the system.

Wide possibilities

Integrations make your job easier

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