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Spindle Self Serve

Business management software that grows with your business

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 and simple dashboards enable customers to have a complete overview of their account.

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  • Branded portal with your logo and colour schemes assure your customers they are in the right place.
  • Increase customer satisfaction - clients 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 result in reduced incoming phone calls and emails.
  • Retrieve documents - SSS integrates with Spindle Document Management to view PDF invoices, statements, credit notes and much more.

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

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Promotion module

  • Use in-system promotional messages to highlight special offers to customers.

View stock module

Order module

  • Customers can place online orders at their convenience.
  • Customers can view stock levels and prices without the need to make a call.
  • Staff can check stock levels and prices without the need to use Sage.

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