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 Lanaudière, for your NPO in Quebec, for your transportation company in Saguenay, for your hockey league in Sainte-Thérèse, for your hotel in Longueuil, for your restaurant in Rimouski, for your business in Mont-Tremblant, for your company in Notre-Dame-des-Pins, for your SME in Beauport, for your car dealership in Nuns' Island, for your startup in Vallée-Jonction, for your small town in Saint-Joseph-de-Beauce, for your store in Charlottetown, for your shop in Vallée-Jonction, for your thrift shop in Verdun, for your shoe store in Vancouver, for your clothing store in Rimouski, for your electronics store in Toronto, for your robotics store in Joliette, for your eyewear store in Quebec, for your furniture store in Saint-Joseph-de-Beauce, for your construction company in Pierrefonds, for your hostel in Montreal, for your lodging in La Prairie, for your camping in Montmagny, for your outfitter in Outaouais, for your printing house in Chandler, for your financial service company in Vallée-Jonction, for your organization in Montérégie, for your nonprofit organization in Québec Maritime, for your non profit organization in Robertsonville, for your small business in Boucherville, for your insurance broker in Beauceville, for your human ressources in Outaouais, for your non profit in Toronto, for your HR in Rosemont, for your warehouse in Bromont, for your bed and breakfast in Chicoutimi, for your spa in Mirabel, for your brewery in Hochelaga-Maisonneuve, for your city in Gaspésie, for your town in Montérégie, for your microbrewery in Pierrefonds, for your association in Scott, for your tourism association in Pointe-Claire, for your regional tourism association in Candiac, for your RTA in La Prairie, for your pub in Bas-Saint-Laurent, for your bistro in Terrebonne, for your salon in Winnipeg, for your hairdressing salon in Pointe-Claire, for your beauty salon in Nord-du-Québec, for your plumbing company in Pierrefonds, for your sugar shack in NDG, for your agency in Saint-Georges, for your recruitment company in Regina, for your headhunting company in Beauport, for your Clinic in Rivière-du-Loup

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