CRM and ERP Software for your insurance broker in Joliette to increase your productivity and profits
Effective management of business relationships for your insurance broker in Joliette
A CRM and ERP Software for your insurance broker in Joliette, 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 Joliette to manage different aspects of their operations.
Here are the main features of CRM software for your insurance broker in Joliette:
- Contact and account management for your insurance broker in Joliette;
- Sales management for your insurance broker in Joliette;
- Customer service for your insurance broker in Joliette;
- Marketing for your insurance broker in Joliette;
- Analytics and reporting for your insurance broker in Joliette.
Here are the main features of ERP software for your insurance broker in Joliette:
- Human resources management for your insurance broker in Joliette;
- Financial management for your insurance broker in Joliette;
- Inventory and procurement management for your insurance broker in Joliette;
- Production management for your insurance broker in Joliette;
- Purchasing management for your insurance broker in Joliette;
- Analytics and reporting for your insurance broker in Joliette.
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 Joliette that help you increase your performances and make your employees in Joliette be more productive.
Customer Management for your insurance broker in Joliette
The basis of a CRM and ERP Software for your insurance broker in Joliette 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 Joliette, 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 Joliette
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 Joliette is complicated, so we've built a CRM and ERP Software for your insurance broker in Joliette 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 Joliette;
- Quotes for windows and doors in Joliette;
- Quotes for a custom-built application for your insurance broker in Joliette;
- Quotes for the purchase of a house in Joliette;
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 Joliette
In our personnalized CRM and ERP Software for your insurance broker in Joliette, you'll have the option to manage all your employees in Joliette 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 Joliette;
- The hourly rate of employees for your insurance broker in Joliette;
- The meetings and availabilities of employees for your insurance broker in Joliette;
- The expenses of employees for your insurance broker in Joliette;
- The tasks employees for your insurance broker in Joliette need to complete;
- The paychecks of employees for your insurance broker in Joliette;
- Etc.
If your employees for your insurance broker in Joliette 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 Joliette
Knowing exactly what products for your insurance broker in Joliette cost is crucial information a manager for your insurance broker in Joliette needs. Thanks to our CRM and ERP Software for your insurance broker in Joliette, you'll be able to manage:
- Workforce costs for your insurance broker in Joliette;
- Raw material costs for your insurance broker in Joliette;
- Equipment costs and other expenses for your insurance broker in Joliette.
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your insurance broker in Joliette.
Advanced Statistics for your insurance broker in Joliette
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 Joliette, 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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