Spindle Self Serve Professional
Access your documents in Sage anytime, anywhere!
Spindle Self Serve a customer online-portal, part of the Spindle Document Management suite, which integrates with Sage 200cloud to deliver real-time financial and accounting information to your customers and internal users. It’s an easy-to-use system that enables users to ‘self serve’ their own account without the need to access Sage 200cloud. Your portal will be customisable with your own company branding meaning it will act as a continued aspect of your own website.
Benefits
Saves Time
Users, whether this is the partner, the customer or the customer's customer, will spend less time on customer admin queries
Users, whether this is the partner, the customer or the customer's customer, will spend less time on customer admin queries
Improve levels of customer service
Using the Order module, customers can place orders 24/7 at their own convenience (additional module)
Using the Order module, customers can place orders 24/7 at their own convenience (additional module)
Real-time financial and accounting information
Enables customers to help themselves to what they need at any time which will be the latest information
Enables customers to help themselves to what they need at any time which will be the latest information
Improve staff productivity
Reduce time spent on customer admin queries
Reduce time spent on customer admin queries