Spindle Self Serve is a secure, online portal to give on-demand access to Sage 200 accounting information to your customers and staff. With ‘self-service’ access, your customers always have required information to hand, reducing calls and emails. Internal staff can access customer accounts without the need to access Sa
Spindle Self Serve – Online Portal for Sage 200
Integrating with Sage 200, Spindle Self Serve is an online portal offering 24/7 access to your customers and staff to financial and accounting information.
Customers 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.
Whether in the office or working remotely, your internal staff can use Spindle Self Serve to view customer accounts and documents without the need to access Sage.
- 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.
- Fewer 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 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 and Staff can check stock levels and prices without the need to use Sage.
Order module - Customers can place online orders at their convenience.