Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information to your staff and customers. It’s an easy-to- use, online customer portal that allows customers to ‘self serve’ their own account and for staff to view accounts and documents without the need to access Sage 200.
Benefits to your company
- Staff can view customer accounts without the need to access Sage 200
- Remote access to view account information whilst away from the office
- Real-time financial and accounting information
- Reduce time spent on customer admin queries
- Promote your business with in-system pop-up messages**
- Staff can view current stock availability and place orders**
Benefits for your customers
- 24/7 online access to view their own account
- Customer dashboard with account overview
- View sales order status and invoice history
- Re-print or download PDF invoices and statements on demand*
- Customers can view available stock and place orders online at any time**
- Browser-based access across all devices
Just register to create your own login and use Abbey Retail or Festival Homes as the customer accounts as these have the best demo data.
Call Uniq Systems on 0118 927 2700 for a free, no obligation demonstration to see how Spindle Self Serve could work for your business.
* Spindle document licences required
** Available as additional modules