Integrating with Sage 200, Spindle Self Serve is an online portal offering 24/7 access to your financial and accounting information by your clients and staff.
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 phone 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 and simple dashboards enable customers to have a complete overview of their account.
Additional modules are available to optimise Spindle Self Serve to suit your business requirements.
View stock module
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:
Real-time monitoring (GPS) of delivery driver
Improve customer service with live control of the delivery fleet to quickly respond to customer requests.
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.
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 firstname.lastname@example.org.
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.
Spindle Purchase Invoice Recognition
By using Spindle Purchase Invoice Recognition the process of capturing invoice data into Sage 200 becomes simpler and more reliable.
Showcase is an opportunity for you to engage directly with our product specialists, consultants and vendor partners in a relaxed environment.
Date: 20th June 2018