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 Côte-Nord, for your NPO in Plessisville, for your transportation company in the Eastern Townships, for your hockey league in Boisbriand, for your hotel in Lanaudière, for your restaurant in Saint-Jérôme, for your business in Gaspésie, for your company in Saint-Hyacinthe, for your SME in Plessisville, for your car dealership in Iqaluit, for your startup in Saguenay-Lac-Saint-Jean, for your small town in Joliette, for your store in Sainte-Thérèse, for your shop in Saint-Georges, for your thrift shop in East-Broughton, for your shoe store in Pierrefonds, for your clothing store in Lanaudière, for your electronics store in Côte-des-Neiges, for your robotics store in Nord-du-Québec, for your eyewear store in Nuns' Island, for your furniture store in Mauricie, for your construction company in Chateauguay, for your hostel in Joliette, for your lodging in East-Broughton, for your camping in Brossard, for your outfitter in Winnipeg, for your printing house in Nuns' Island, for your financial service company in Lachenaie, for your organization in Tremblant, for your nonprofit organization in East-Broughton, for your non profit organization in Pointe-Claire, for your small business in Regina, for your insurance broker in Rivière-du-Loup, for your human ressources in Plessisville, for your non profit in Saguenay-Lac-Saint-Jean, for your HR in Rimouski, for your warehouse in Whitehorse, for your bed and breakfast in Victoriaville, for your spa in Winnipeg, for your brewery in Sainte-Thérèse, for your city in Outaouais, for your town in Baie-Comeau, for your microbrewery in Montmagny, for your association in Lac-Saint-Jean, for your tourism association in Winnipeg, for your regional tourism association in Iqaluit, for your RTA in Ottawa, for your pub in Rimouski, for your bistro in Yellowknife, for your salon in Mont-Tremblant, for your hairdressing salon in Verdun, for your beauty salon in Sherbrooke, for your plumbing company in Sainte-Thérèse, for your sugar shack in Saint-Jérôme, for your agency in Boucherville, for your recruitment company in Saint-Georges, for your headhunting company in Victoriaville, for your Clinic in Anjou

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