Spindle Self Serve

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Spindle Self Serve is an online portal offering 24/7 access to your customers and staff to financial information with optional modules to place orders and review stock

Integrating with Sage 200, Spindle Self Serve is an online portal providing remote, restricted, access to your Sage 200 data for both customers and staff.

Customers can have ‘self-service’ access to their own accounts, so will always have the information to hand to pay you on time, reducing queries made via telephone call or email. They can also place orders or review stock levels as allowed.

Whether in the office or working remotely, your non sage users can use Spindle Self Serve to view customer accounts and documents without the need to access Sage.

Supporting businesses across the UK

Ideal for companies with:

  • Large amount of external account queries

  • Large amount of dispersed staff

  • Requirement for customer order portal

  • Requirement to share real time stock levels

Key Software Features

  • Clean, simple intuitive dashboard UI

  • Any time access for customers and staff

  • Full Integration to Spindle Document

  • SOP module integrated to Sage 200 Price Book

  • Quick real time customer stock enquiry

Whether in the office or working remotely, your own staff can use Spindle Self Serve to view customer accounts and documents without the need to access Sage 200.



Benefits

Clean & simple dashboard.
Customers have a complete overview of their account.

Branded portal with your logo and colour schemes.
Assure your customers they are in the right place.

Increase customer satisfaction.
Customers can access their online account at any time.

Improve staff productivity.
Staff can access customer accounts without the need to access Sage 200. Documents are linked automatically.

Reduced admin queries.
Reduced incoming phone calls and emails.

Retrieve documents.
Integrates with Spindle Document Management to view
PDF documents of invoices, statements, credit notes and much more

Additional Modules

Additional modules are available to optimise Spindle Self Serve to suit your business requirements.

  • Promotion module
    • Use in-system promotional messages to promote special offers to customers.
  • View stock module
    • Customers can view stock levels and prices without the need to make a call.
    • Staff can check stock levels and prices without the need to use Sage.
  • Order module
    • Customers can place online orders at their convenience.

If you would like to arrange an onsite demonstration of how Spindle Self Serve can work for you, an initial WebEx overview or would simply like to find out a little more, then do not hesitate to contact us via sage@smithcooper.co.uk or give us a call on 01332 587515

Find out more about our Document Management solutions!

Call 01332 587515 or enquire online today