
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.
- 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 [email protected] or give us a call on 01332 959008