Spindle Self Serve Professional
Clean and simple dashboard
With one place for everything, your customers can see a complete overview of their account including an account summary, most recent orders, invoices and credit history.
View and Download Documents
Contains a complete document history of invoices, credit notes and statements. By linking with Spindle Document Management, you can download PDF copies* of the documents. (*Need Spindle Document Management to use the PDF download functionality)
Personalised correspondence
Uses real-time Sage 200cloud data to ensure accuracy.
Place Order module
You and your customers can have all the benefits of a secure online ordering system with Spindle Self Serve. Your customers can place orders 24/7 at their own convenience, helping to improve your levels of customer service. With online orders directly inputted into Sage 200cloud, it will save administration time on entering orders.
View Order History
Provides a view of all past orders on the history tab with real-time transactional data pulled through from Sage. The live order status indicates if the order is despatched, in progress or on hold.
Customisation of portal with company branding
Allows your portal to become an extension of your website, showing your customers they're in the right place
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