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 Joliette, for your NPO in Robertsonville, for your transportation company in Black Lake, for your hockey league in Lac-Saint-Jean, for your hotel in Quebec, for your restaurant in Dorval, for your business in Baie-Comeau, for your company in Lac-Saint-Jean, for your SME in Laval, for your car dealership in Saint-Jean-sur-Richelieu, for your startup in Rosemont, for your small town in Baie-Comeau, for your store in Mont-Tremblant, for your shop in Fredericton, for your thrift shop in Montmagny, for your shoe store in Victoriaville, for your clothing store in Estrie, for your electronics store in the South Shore, for your robotics store in Brossard, for your eyewear store in Longueuil, for your furniture store in Charlottetown, for your construction company in Gaspé, for your hostel in Magog, for your lodging in Estrie, for your camping in Montreal, for your outfitter in Ottawa, for your printing house in Black Lake, for your financial service company in Laval, for your organization in Terrebonne, for your nonprofit organization in Chandler, for your non profit organization in Whitehorse, for your small business in Verdun, for your insurance broker in the Laurentians, for your human ressources in Plessisville, for your non profit in Toronto, for your HR in Edmonton, for your warehouse in Pierrefonds, for your bed and breakfast in Edmonton, for your spa in Gaspésie, for your brewery in Dorval, for your city in Côte-des-Neiges, for your town in the Laurentians, for your microbrewery in Saint-Hyacinthe, for your association in Laval, for your tourism association in Fredericton, for your regional tourism association in Magog, for your RTA in Saint-Léonard, for your pub in Quebec City, for your bistro in Vancouver, for your salon in Halifax, for your hairdressing salon in the South Shore, for your beauty salon in Montmagny, for your plumbing company in Saint-Eustache, for your sugar shack in Saguenay-Lac-Saint-Jean, for your agency in Trois-Rivières, for your recruitment company in Whitehorse, for your headhunting company in Saint-Hubert, for your Clinic in Drummondville
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