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 Quebec, for your transportation company in Lanaudière, for your hockey league in Rivière-du-Loup, for your hotel in Quebec, for your restaurant in Rimouski, for your business in Lanaudière, for your company in Anjou, for your SME in Beauport, for your car dealership in Anjou, for your startup in Mascouche, for your small town in Plessisville, for your store in Québec Maritime, for your shop in Plessisville, for your thrift shop in Côte-des-Neiges, for your shoe store in Montérégie, for your clothing store in Gaspésie, for your electronics store in Toronto, for your robotics store in Dorval, for your eyewear store in Black Lake, for your furniture store in Mauricie, for your construction company in Gaspésie, for your hostel in Repentigny, for your lodging in Plateau-Mont-Royal, for your camping in Chandler, for your outfitter in Saint-Léonard, for your printing house in Edmonton, for your financial service company in Yellowknife, for your organization in Plateau-Mont-Royal, for your nonprofit organization in Sept-Îles, for your non profit organization in Sept-Îles, for your small business in East-Broughton, for your insurance broker in Mirabel, for your human ressources in La Prairie, for your non profit in Toronto, for your HR in Princeville, for your warehouse in Nuns' Island, for your bed and breakfast in Gaspésie, for your spa in Bas-Saint-Laurent, for your brewery in Canada, for your city in Lévis, for your town in Granby, for your microbrewery in Brossard, for your association in Mauricie, for your tourism association in Fredericton, for your regional tourism association in Lac-Saint-Jean, for your RTA in Baie-Comeau, for your pub in Saint-Jean-sur-Richelieu, for your bistro in North Montreal, for your salon in Verdun, for your hairdressing salon in Tremblant, for your beauty salon in East-Broughton, for your plumbing company in Quebec City, for your sugar shack in Laval, for your agency in Saint-Laurent, for your recruitment company in Trois-Rivières, for your headhunting company in Sept-Îles, for your Clinic in Whitehorse

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