Spindle Self Serve Professional

Online Customer Portal

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.

Overview Image

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

Details

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