Company Management for your financial service company to make your work easier
A Web application is a great investment to help manage your business
When comes the time to manage your business, you need the right tools, adapted to your reality. Our developpers make sure to put the best technological solutions adapted to all browsers (Chrome, Edge, Safari or Firefox) for your financial service company. You'll get impressive results with our system Company Management for your financial service company. Explore some other tools we develop for our customers:
- Web applications for your financial service company;
- Complete company management for your financial service company;
- Employee schedule management for your financial service company;
- CRM and ERP software for your financial service company;
- Custom-made applications for your financial service company;
- Intervention plan software for your financial service company;
- Customer loyalty for your financial service company;
- Digital transformation for your financial service company.
Numérique.ca developed a system that allows you to completely manage your company. As a matter of fact, internally we're actually using our own web application for our Company Management. Amongst the Company Management for your financial service company features, we have:
- Customer management for your financial service company;
- Contacts management;
- Billing management for your financial service company;
- Employee time and punch management for your financial service company;
- Hour bank management;
- Quotes management for your financial service company;
- Follow-up and reminders management;
- Leads management for your financial service company;
- And much more!
Of course, we can also build custom-made features for your financial service company, no matter what your project is! For example, we've even developed an application to help us automatically manage our labels to send out our Christmas cards.
With all these features, we also have a wide range of reports you can use to help you make important decisions. Here's a short list of reports we have for your financial service company:
- Profitability reports of projects, tickets and quotes for your financial service company;
- Revenues reports for your financial service company;
- Expenses reports for your financial service company;
- Revenues versus expenses reports;
- Employee wages reports for your financial service company;
- Late payment reports;
- Employee performances reports for your financial service company;
- And much more!
Besides, our entire Company Management system can also be connected directly to your accounting software (either via an API or an import file). We also have a wide range of reminders sent by e-mail or even SMS that can be configured to help you out. Amongst them are:
- Reminders when a renewal is due;
- Reminders when a product has reached a critical point in your inventory;
- Reminders when your hour bank only has a certain percentage of time left;
- Reminders when a customer is late for his payment;
- Etc.
Basically, we've developed everything you need to make your life easier.
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GET IN TOUCH
Where to find us
131, Notre-Dame Ouest
Office 202
Thetford Mines (Quebec)
G6G 1J4
Contact us
418 335-0804
418 335-4063
info@numerique.ca
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