Spindle Self Serve
Online portal offering 24/7 access to invoices, statements and more.
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
Remote 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.
Key Software Features:
- Clean, simple intuitive dashboard UI
- Any time access for customers and staff
- Full Integration to Spindle Document Management
- SOP module integrated to Sage 200 Price Book
- Quick real time customer stock enquiry
Contact us today to find out how Spindle Self Serve can benefit your business!
General Enquiries
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Benefits of Spindle Self Serve
Reduce queries and improve accessibility
- Clean & simple dashboard: Customers have a complete overview of their account.
- Branded portal with your logo and colours: 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: Less incoming phone calls and emails.
- Retrieve documents: Integrates with Spindle Document Management to view PDF documents of invoices, statements, credit notes and much more
Spindle Self Serve Features
24/7 access to order details
Customer’s have access to their account summary, recent orders, invoices and credit history. They’re also able to see a live order status and track where current orders are at.
For internal use
Enable your staff to check stock levels without needing to access Sage 200 Professional.
Save time by remotely accessing customer accounts whenever and wherever you are, without the need to access Sage 200 Professional.
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. Also, staff can check stock levels and prices without the need to use Sage.
- Order module: Customers can place online orders at their convenience.
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What our clients have to say...
Blue Diamond STL has partnered with [PKF] Smith Cooper for a number of years and has always received a top level of service and support. [PKF] Smith Cooper has provided a wealth of knowledge and understanding when supporting the wide range of Sage products and add-ons that we use. I would certainly recommend [PKF] Smith Cooper to any other business as a number one Sage partner.
Rod Paterson
IT Manager at Blue Diamond STL
PKF Smith Cooper Systems consistently impress with their technical expertise and professional approach. Whether we bring them a new idea or a complex challenge, they deliver innovative, reliable solutions – and always with outstanding support throughout implementation.
Michael Dixon
at Entrepreneurs Forum
[PKF] Smith Cooper was amazing at ensuring that we had as many consultations as we needed to ensure the package was right for our business and our workforce.
Rachel Coates
Retail Operations Manager at Dicksons