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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.

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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New! Proof of Delivery module for Sage 200.

In July 2019, Draycir released their new Proof of Delivery module. Developed to integrate with Spindle Self Serve, it has been designed specifically for businesses who operate their own-fleet deliveries or service staff who require a signature.

Examples of industries include:

  • Transport & logistics
  • Wholesale & distribution
  • Field services

Improved fleet management with Proof of Delivery module for Self Serve

Real-time monitoring (GPS) of delivery driver

Improve customer service with live control of the delivery fleet to quickly respond to customer requests.

Route Optimisation

Quickly and effectively plan routes ensuring overall fleet efficiencies are increased.

'Sign-on-glass' signatures to replace paper delivery notes

Capture customers signature quickly, without the need to carry delivery notes and other paperwork.

Record delivery status, such as 'Could Not Deliver', and upload related images

Improved overall job management to record any issues and inform back office staff instantly.

View all delivery information within Spindle Self Serve and Sage 200

Search all related documentation and reduce the chances of lost or misplaced documents.

Why Solutions?

Our expert team will help you understand how Spindle Self Serve can be configured to support your business effectively. We help you through every step of the implementation process, from consultation and installation through to supporting your software and your business once you are up and running.

We provide full product training to help your users get the most out of the software and to become more effective in their engagements with your customers.

Our team of professionals can help you transform the way you do business, freeing up the valuable time you need to focus on achieving your business goals. To find out how Spindle Self Serve can give you complete control over your business, call us today on 0115 697 2170 or email enquiries@solutionsforaccounting.co.uk.

Our Other Document Management Solutions

Spindle Document Management

Spindle Document Management provides you with complete control of your documents in Sage 200 and is a vital solution to expanding businesses.

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Spindle Purchase Invoice Recognition

By using Spindle Purchase Invoice Recognition the process of capturing invoice data into Sage 200 becomes simpler and more reliable.

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