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 Hochelaga-Maisonneuve, for your NPO in the Magdalen Islands, for your transportation company in Bas-Saint-Laurent, for your hockey league in Boisbriand, for your hotel in Candiac, for your restaurant in Mascouche, for your business in La Tuque, for your company in Chateauguay, for your SME in Québec Maritime, for your car dealership in Toronto, for your startup in Regina, for your small town in Longueuil, for your store in the Laurentians, for your shop in the Laurentians, for your thrift shop in Chambly, for your shoe store in Lanaudière, for your clothing store in Mirabel, for your electronics store in Nuns' Island, for your robotics store in Quebec, for your eyewear store in Outaouais, for your furniture store in Pierrefonds, for your construction company in La Prairie, for your hostel in Ottawa, for your lodging in Sept-Îles, for your camping in Plessisville, for your outfitter in Centre-du-Québec, for your printing house in Beauceville, for your financial service company in Montérégie, for your organization in Saguenay-Lac-Saint-Jean, for your nonprofit organization in Notre-Dame-des-Pins, for your non profit organization in Ottawa, for your small business in Anjou, for your insurance broker in Drummondville, for your human ressources in Saint-Hubert, for your non profit in Thetford Mines, for your HR in Rosemont, for your warehouse in Gaspésie, for your bed and breakfast in Saint-Eustache, for your spa in Gaspésie, for your brewery in Trois-Pistoles, for your city in Dorval, for your town in Repentigny, for your microbrewery in Princeville, for your association in Kirkland, for your tourism association in Quebec, for your regional tourism association in Nord-du-Québec, for your RTA in Iqaluit, for your pub in Bas-Saint-Laurent, for your bistro in Notre-Dame-des-Pins, for your salon in Magog, for your hairdressing salon in Pointe-Claire, for your beauty salon in Pierrefonds, for your plumbing company in Halifax, for your sugar shack in Saguenay, for your agency in Lanaudière, for your recruitment company in Scott, for your headhunting company in La Tuque, for your Clinic in Saint-Jérôme

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