CRM for your financial service company in Charlottetown 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 Charlottetown that help you increase your performances and make your employees in Charlottetown be more productive. 

Customer Management for your financial service company in Charlottetown

The basis of a CRM for your financial service company in Charlottetown 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 Charlottetown, 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 Charlottetown

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 Charlottetown is complicated, so we've built a CRM for your financial service company in Charlottetown 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 Charlottetown;
• Quotes for windows and doors in Charlottetown;
• Quotes for a custom-built application for your financial service company in Charlottetown;
• Quotes for the purchase of a house in Charlottetown;

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 Charlottetown

In our personnalized CRM for your financial service company in Charlottetown, you'll have the option to manage all your employees in Charlottetown 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 Charlottetown;
• The hourly rate of employees for your financial service company in Charlottetown;
• The meetings and availabilities of employees for your financial service company in Charlottetown;
• The expenses of employees for your financial service company in Charlottetown;
• The tasks employees for your financial service company in Charlottetown need to complete;
• The paychecks of employees for your financial service company in Charlottetown;
• Etc.

If your employees for your financial service company in Charlottetown 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 Charlottetown

Knowing exactly what products for your financial service company in Charlottetown cost is crucial information a manager for your financial service company in Charlottetown needs. Thanks to our CRM for your financial service company in Charlottetown, you'll be able to manage: 

• Workforce costs for your financial service company in Charlottetown;
• Raw material costs for your financial service company in Charlottetown;
• Equipment costs and other expenses for your financial service company in Charlottetown.

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 Charlottetown. 

Advanced Statistics for your financial service company in Charlottetown

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 Charlottetown, 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. 

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