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What is Spindle Document Distribution?
Send out batch invoices or various documents through email, printing, faxing, or archiving, depending on the preferences of the customer. Utilize a customized branded template automatically to enhance your corporate identity, while also incorporating specific promotional messages tailored to different customer segments within your accounting system. You have the flexibility to attach and send any document type, such as invoices, statements, or remittance advice, to various contacts, whether they are internal team members or external clients. Protect sensitive information through password encryption and digitally sign PDF documents with advanced Adobe CDS Digital ID for added security. Furthermore, you can enrich your electronic communications by including additional documents, such as related invoices alongside statements, delivery instructions, purchase terms and conditions, promotional offers, and newsletters, thereby increasing the correspondence's overall value. This all-encompassing strategy guarantees that recipients have access to all relevant information, enhancing communication clarity and fostering a deeper understanding. By ensuring that your communications are thorough and well-organized, you create a more professional impression that can strengthen customer relationships.
What is Spin CRM?
Invoices generated through the Spin CRM platform are effortlessly transferred to the accounting software, while inventory levels in the warehouse are updated simultaneously within the same interface. The Spin CRM also supports full email synchronization, allowing users to easily link messages using BCC and CC. Furthermore, integration with bank accounts is a feature of Spin CRM, which improves financial oversight. Invoices are produced automatically based on incoming payments, simplifying the billing workflow. The platform allows for the easy creation of commercial proposals and various documents, utilizing automatic data population to boost efficiency. Users enjoy real-time visibility of stock levels, which aids in precise inventory management, and can also plan and place orders directly with suppliers through the system. Smart ID and mobile signature functionalities within Spin CRM make document signing convenient, and users can invite customers to sign documents electronically as well. Additionally, the system enables the monitoring of sales progress for each client, enhancing engagement strategies. Task management, sales-related communication, and traffic tracking are streamlined, ensuring an integrated workflow during the sales process. With these comprehensive features, Spin CRM not only elevates productivity but also fosters better organization for its users, making their operations more effective overall.
Integrations Supported
Ace Cloud Hosting
Sage 200
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$19 per user per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Draycir
Company Location
United Kingdom
Company Website
www.draycir.com
Company Facts
Organization Name
Empera LT
Date Founded
2015
Company Location
Lithuania
Company Website
www.spincrm.com/en/
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management