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

Customer Management for your financial service company in Canada

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

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 Canada is complicated, so we've built a CRM for your financial service company in Canada 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 Canada;
• Quotes for windows and doors in Canada;
• Quotes for a custom-built application for your financial service company in Canada;
• Quotes for the purchase of a house in Canada;

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 Canada

In our personnalized CRM for your financial service company in Canada, you'll have the option to manage all your employees in Canada 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 Canada;
• The hourly rate of employees for your financial service company in Canada;
• The meetings and availabilities of employees for your financial service company in Canada;
• The expenses of employees for your financial service company in Canada;
• The tasks employees for your financial service company in Canada need to complete;
• The paychecks of employees for your financial service company in Canada;
• Etc.

If your employees for your financial service company in Canada 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 Canada

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

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

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 Canada. 

Advanced Statistics for your financial service company in Canada

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 Canada, 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 Princeville, for your NPO in Toronto, for your transportation company in Drummondville, for your hockey league in Beauport, for your hotel in the Eastern Townships, for your restaurant in Saint-Jean-sur-Richelieu, for your business in the South Shore, for your company in Lac-Saint-Jean, for your SME in Thetford Mines, for your car dealership in Hochelaga-Maisonneuve, for your startup in Centre-du-Québec, for your small town in Montmagny, for your store in Lévis, for your shop in Plateau-Mont-Royal, for your thrift shop in Estrie, for your shoe store in Gaspé, for your clothing store in Pierrefonds, for your electronics store in Brossard, for your robotics store in Verdun, for your eyewear store in Lanaudière, for your furniture store in Rivière-du-Loup, for your construction company in Halifax, for your hostel in Saint-Léonard, for your lodging in Chandler, for your camping in Chandler, for your outfitter in Mont-Tremblant, for your printing house in Tremblant, for your financial service company in Bas-Saint-Laurent, for your organization in Boucherville, for your nonprofit organization in Terrebonne, for your non profit organization in Toronto, for your small business in Saint-Eustache, for your insurance broker in Princeville, for your human ressources in Napierville, for your non profit in Candiac, for your HR in Whitehorse, for your warehouse in NDG, for your bed and breakfast in Vallée-Jonction, for your spa in Chandler, for your brewery in NDG, for your city in Halifax, for your town in Rosemont, for your microbrewery in Outaouais, for your association in Sept-Îles, for your tourism association in Quebec City, for your regional tourism association in Lévis, for your RTA in Dorval, for your pub in Quebec, for your bistro in Trois-Rivières, for your salon in Plateau-Mont-Royal, for your hairdressing salon in Lévis, for your beauty salon in Mirabel, for your plumbing company in Saint-Jérôme, for your sugar shack in Saint-Georges, for your agency in Vallée-Jonction, for your recruitment company in Saint-Léonard, for your headhunting company in Canada, for your Clinic in Bas-Saint-Laurent

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