Spindle Self Serve

Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information, with optional order enquiry/entry and stock enquiry processing, to your customers and your office or field-based staff.

Discuss your requirements with us…

Streamline and improve your credit control process…

Self Serve integrates with Sage 200 to deliver real-time financial and accounting information, with optional order enquiry/entry and stock enquiry processing, to your customers and your office or field-based staff.

It’s an easy-to-use, online 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 and it doesn’t use any Sage 200 licences!

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Customer Account Access

Your customers can see a complete overview of their account including an account summary, recent orders, invoices and credit history, and access copy invoices and other documents.

View Orders and Stock

See all past orders on the history tab, including a live order status to indicate if the order is despatched, in progress or on hold. And optionally provide realtime stock enquiry. 

Improve Staff Productivity

As well as saving time not needing to respond to client requests, internal staff can also benefit from Self Serve to view customer accounts & documents without having to use Sage 200.

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Your Company, Your Portal

Helo your customer feel at home by customising with your company branding, using your logo and colour schemes, to assure your customers they are in the right place.

Self Serve can be fully Integrated with Sage 200

It offers outstanding features and clear benefits and we believe It’s something you should definitely consider for your own business to help you achieve even higher quality customer service whilst at the same time freeing up valuable staff time within your finance & sales office teams.

Try it for your self through the Self Serve demonstration site, linked below.

Download the Spindle Self Serve brochure…

Unlimited External Users

Let your customers help themselves to what they need at any time. No need to make a phone call or send a call to make their request.

View & Download

A complete document history of invoices, credit notes and statements. Link with Spindle Document Management to download PDF copies.

Online Ordering

It’s quick and easy to set up online ordering. Your customers can place orders with you 24/7 and staff can log orders on customers’ behalf.

Getting in touch…

Getting the answers you need is simple! You can call a member of our experienced team or a speak to our dedicated and knowledgeable sales team who can simply speak to you over the phone, arrange a meeting with you, or arrange a demonstration tailored to your business requirements.

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General Enquiries