CRM for your financial service company in Calgary to increase your productivity and profits

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 for your financial service company in Calgary that help you increase your performances and make your employees in Calgary be more productive. 

Customer Management for your financial service company in Calgary

The basis of a CRM for your financial service company in Calgary 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 for your financial service company in Calgary, 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 financial service company in Calgary

More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your financial service company in Calgary is complicated, so we've built a CRM for your financial service company in Calgary 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 financial service company in Calgary;
• Quotes for windows and doors in Calgary;
• Quotes for a custom-built application for your financial service company in Calgary;
• Quotes for the purchase of a house in Calgary;

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 financial service company in Calgary

In our personnalized CRM for your financial service company in Calgary, you'll have the option to manage all your employees in Calgary in a single place. That means you'll have access to all the tools required to manage: 

• The general information of employees for your financial service company in Calgary;
• The hourly rate of employees for your financial service company in Calgary;
• The meetings and availabilities of employees for your financial service company in Calgary;
• The expenses of employees for your financial service company in Calgary;
• The tasks employees for your financial service company in Calgary need to complete;
• The paychecks of employees for your financial service company in Calgary;
• Etc.

If your employees for your financial service company in Calgary 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 financial service company in Calgary

Knowing exactly what products for your financial service company in Calgary cost is crucial information a manager for your financial service company in Calgary needs. Thanks to our CRM for your financial service company in Calgary, you'll be able to manage: 

• Workforce costs for your financial service company in Calgary;
• Raw material costs for your financial service company in Calgary;
• Equipment costs and other expenses for your financial service company in Calgary.

By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your financial service company in Calgary. 

Advanced Statistics for your financial service company in Calgary

Advanced systems like our CRM 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 financial service company in Calgary, 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. 

It's the perfect system for your insurance company in Anjou, for your NPO in Sherbrooke, for your transportation company in North Montreal, for your hockey league in Bas-Saint-Laurent, for your hotel in Saint-Jean-sur-Richelieu, for your restaurant in Shawinigan, for your business in Anjou, for your company in Whitehorse, for your SME in Gatineau, for your car dealership in Saint-Hyacinthe, for your startup in Saint-Hyacinthe, for your small town in Baie-Comeau, for your store in Terrebonne, for your shop in La Tuque, for your thrift shop in Montreal, for your shoe store in Sherbrooke, for your clothing store in Trois-Pistoles, for your electronics store in Saint-Jérôme, for your robotics store in Sorel-Tracy, for your eyewear store in La Prairie, for your furniture store in Halifax, for your construction company in Hochelaga-Maisonneuve, for your hostel in Chaudière-Appalaches, for your lodging in Charlottetown, for your camping in Joliette, for your outfitter in Lachenaie, for your printing house in Pointe-Claire, for your financial service company in La Tuque, for your organization in Nuns' Island, for your nonprofit organization in Nord-du-Québec, for your non profit organization in North Montreal, for your small business in Côte-Nord, for your insurance broker in Charlottetown, for your human ressources in Mascouche, for your non profit in Saint-Jean-sur-Richelieu, for your HR in Plateau-Mont-Royal, for your warehouse in Iqaluit, for your bed and breakfast in Boisbriand, for your spa in Bas-Saint-Laurent, for your brewery in Candiac, for your city in the Magdalen Islands, for your town in Winnipeg, for your microbrewery in Fredericton, for your association in Mont-Tremblant, for your tourism association in the Eastern Townships, for your regional tourism association in Gatineau, for your RTA in Trois-Pistoles, for your pub in Saguenay-Lac-Saint-Jean, for your bistro in Princeville, for your salon in Saint-Joseph-de-Beauce, for your hairdressing salon in Repentigny, for your beauty salon in Rosemont, for your plumbing company in Sainte-Marie-de-Beauce, for your sugar shack in Tremblant, for your agency in Verdun, for your recruitment company in Beauport, for your headhunting company in Fredericton, for your Clinic in Chaudière-Appalaches

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