As consumers in the digital age we increasingly expect to get information we want when we need it. It's becoming more common place for customers to help themselves using self-service tools, whether it's checkout in a supermarket or via an online portal. Instead of yet another call to request a copy invoice or querying a transaction, your customer could be finding out the information for themselves - saving you and your customer's time as well.
Spindle Self Serve is an online customer portal that brings real-time financial and accounting information from Sage 200.
- Your customers can have 24/7 'self-service' access to their own accounts to view invoices, sales orders and download documents.
- Your staff productivity can be improved as customer accounts and documents can be viewed without the need to access Sage 200.
- Integration with Spindle Document Management means PDF documents can be viewed and downloaded by staff and customers within Spindle Self Serve.
A range of additional modules are available to include enhanced functionality such as viewing stock, placing orders and much more. Click here to download a brochure.
Over 7,000 companies worldwide have benefited from using Draycir products to streamline and automate their document management and credit control processes.
Call Uniq Systems on 0118 927 2700 for a free, no obligation demonstration to see how Spindle Self Serve could work for your business.