CRM and ERP Software for your insurance broker in Dorval to increase your productivity and profits
Effective management of business relationships for your insurance broker in Dorval
A CRM and ERP Software for your insurance broker in Dorval, also known as CRM (Customer Relationship Management) software and ERP (Enterprise Resource Planning) software, are two types of computer systems used for your insurance broker in Dorval to manage different aspects of their operations.
Here are the main features of CRM software for your insurance broker in Dorval:
- Contact and account management for your insurance broker in Dorval;
- Sales management for your insurance broker in Dorval;
- Customer service for your insurance broker in Dorval;
- Marketing for your insurance broker in Dorval;
- Analytics and reporting for your insurance broker in Dorval.
Here are the main features of ERP software for your insurance broker in Dorval:
- Human resources management for your insurance broker in Dorval;
- Financial management for your insurance broker in Dorval;
- Inventory and procurement management for your insurance broker in Dorval;
- Production management for your insurance broker in Dorval;
- Purchasing management for your insurance broker in Dorval;
- Analytics and reporting for your insurance broker in Dorval.
Numérique.ca doesn't only build websites, but we also build a wide range of Web Apps, including a personnalized information system, a CRM (Customer Relationship Manager), an HRMS (Human Ressources Management System) and an ERP (Enterprise Ressource Planning). We can build CRM and ERP Software for your insurance broker in Dorval that help you increase your performances and make your employees in Dorval be more productive.
Customer Management for your insurance broker in Dorval
The basis of a CRM and ERP Software for your insurance broker in Dorval is managing your customers. With our system, in addition to managing all their general information, you'll be able to view (and manage):
- All the follow-ups;
- Every order, past, current and future;
- The customer's complete profile (including which products interest him the most).
With our CRM and ERP Software for your insurance broker in Dorval, you'll be able to understand your relationship with each client and determine exactly what his needs are.
Quotes and Purchase Orders Management for your insurance broker in Dorval
More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your insurance broker in Dorval is complicated, so we've built a CRM and ERP Software for your insurance broker in Dorval to simplify this process and make it much quicker. Here are a couple of complex types of quotes we're able to build for your business:
- Quotes for your insurance broker in Dorval;
- Quotes for windows and doors in Dorval;
- Quotes for a custom-built application for your insurance broker in Dorval;
- Quotes for the purchase of a house in Dorval;
Of course, once the quote is sent and signed, we have all you need to convert it to a purchase order, and even link it directly with your accounting department.
Employee Management for your insurance broker in Dorval
In our personnalized CRM and ERP Software for your insurance broker in Dorval, you'll have the option to manage all your employees in Dorval in a single place. That means you'll have access to all the tools required to manage:
- The general information of employees for your insurance broker in Dorval;
- The hourly rate of employees for your insurance broker in Dorval;
- The meetings and availabilities of employees for your insurance broker in Dorval;
- The expenses of employees for your insurance broker in Dorval;
- The tasks employees for your insurance broker in Dorval need to complete;
- The paychecks of employees for your insurance broker in Dorval;
- Etc.
If your employees for your insurance broker in Dorval have special conditions you need to manage, we're able to custom build all the tools you need to manage them.
Production Costs Management for your insurance broker in Dorval
Knowing exactly what products for your insurance broker in Dorval cost is crucial information a manager for your insurance broker in Dorval needs. Thanks to our CRM and ERP Software for your insurance broker in Dorval, you'll be able to manage:
- Workforce costs for your insurance broker in Dorval;
- Raw material costs for your insurance broker in Dorval;
- Equipment costs and other expenses for your insurance broker in Dorval.
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your insurance broker in Dorval.
Advanced Statistics for your insurance broker in Dorval
Advanced systems like our CRM and ERP Software offer a wide range of statistics about your clients, products, projects, or whatever you need to help you make the right decision. Amongst the statistics we offer, you have:
- Annual Revenue by Company;
- Monthly Revenue;
- Revenue / Expenses per day;
- Annual Employee Performance Increase;
- Monthly Employee Performance Report;
- Project Profitability;
- Etc.
Of course, if you need to have access to more statistics for your insurance broker in Dorval, we're able to give you whatever type of stats you need, quickly.
It's important to know that all our Web Apps can be directly integrated in our information system (even our CMS), which allows us to centralize all your company's data in a single location, whether it comes from your in-house employees, your website or even your newsletter.
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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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