Spindle Self Serve – Online Portal for Sage 200

Customers 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.

 Whether in the office or working remotely, your internal staff can use Spindle Self Serve to view customer accounts and documents without the need to access Sage.

  • Clean & simple dashboard – customers have a complete overview of their account.
  • Branded portal with your logo and colour schemes – 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. 
  • Fewer admin queries - reduced incoming phone calls and emails.
  • Retrieve documents - integrates with Spindle Document Management to view PDF documents of invoices, statements, credit notes and much more.

Additional modules are available to optimise Spindle Self Serve to suit your business requirements.
 

Additional Modules for Spindle Self Serve

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.
 
Order Module
Customers can place orders online 24/7 at their convenience.
Need More Information? 

For more information on Draycir or to arrange a live or web demo contact Onesys

Telephone: 01423 330335
Email: sales@onesys.co.uk 


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Draycir Spindle Professional

Spindle automates the sending and archiving of documents. It sends documents to several places at once and stores them.