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. 

It's the perfect system for your insurance company in Saint-Eustache, for your NPO in Lachine, for your transportation company in Winnipeg, for your hockey league in Robertsonville, for your hotel in Côte-des-Neiges, for your restaurant in Lachine, for your business in Estrie, for your company in Granby, for your SME in Yellowknife, for your car dealership in Victoriaville, for your startup in Saint-Hubert, for your small town in Longueuil, for your store in Côte-des-Neiges, for your shop in Black Lake, for your thrift shop in Calgary, for your shoe store in Ottawa, for your clothing store in Québec Maritime, for your electronics store in Plateau-Mont-Royal, for your robotics store in Yellowknife, for your eyewear store in Boucherville, for your furniture store in Chandler, for your construction company in Lachenaie, for your hostel in Anjou, for your lodging in Sorel-Tracy, for your camping in Saint-Georges, for your outfitter in Vancouver, for your printing house in Beauport, for your financial service company in Vancouver, for your organization in Black Lake, for your nonprofit organization in Rimouski, for your non profit organization in Drummondville, for your small business in East-Broughton, for your insurance broker in Toronto, for your human ressources in Montérégie, for your non profit in Gatineau, for your HR in Pierrefonds, for your warehouse in Canada, for your bed and breakfast in Saguenay, for your spa in Plessisville, for your brewery in Rivière-du-Loup, for your city in Lasalle, for your town in Chambly, for your microbrewery in Beauceville, for your association in Saint-Georges, for your tourism association in Saint-Hubert, for your regional tourism association in Montreal, for your RTA in Sherbrooke, for your pub in Kirkland, for your bistro in East-Broughton, for your salon in North Montreal, for your hairdressing salon in Lasalle, for your beauty salon in Scott, for your plumbing company in Pointe-Claire, for your sugar shack in Notre-Dame-des-Pins, for your agency in Lachenaie, for your recruitment company in Whitehorse, for your headhunting company in Edmonton, for your Clinic in Centre-du-Québec

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