Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information to your staff and customers. It’s an easy-to- use, online customer portal that allows customers to ‘self serve’ their own account and for staff to view accounts and documents without the need to access Sage 200.
Your customers can see a complete overview of their account including an account summary, recent orders, invoices and credit history.
Customise with your company branding, using your logo and colour schemes, to assure your customers they are in the right place.
A complete document history of invoices, credit notes and statements. Link with Spindle Document Management to download PDF copies (need Spindle Document Management).
See all past orders on the history tab, includes a live order status to indicate if the order is despatched, in progress or on hold.
Purchase additional licences for internal staff to access all customer accounts and documents without the need to access Sage 200.
Advertise multiple sales promotions to various types of customers. Change the message seasonally and only make visible to certain customers or users.
Don’t have an e-commerce site? The optional order module allows your customers to place orders online through your customer portal.
With this optional module, your customers can view stock levels and prices.
With this optional module, staff users can easily check stock levels and prices without the need to use Sage.
It has reduced the time spent on the telephone by our customer service team.
Our customers have found it easy to navigate and very quick to find the status of an order.
Our customers can now see live stock availability and place orders without needing to contact us.
Document delivery & process automationDocument Distribution
Document scanning, importing and archivingSpindle Document Capture