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 Estrie, for your NPO in Winnipeg, for your transportation company in Kirkland, for your hockey league in Montérégie, for your hotel in Sherbrooke, for your restaurant in East-Broughton, for your business in Gatineau, for your company in Longueuil, for your SME in Pierrefonds, for your car dealership in Baie-Comeau, for your startup in Lac-Saint-Jean, for your small town in Outaouais, for your store in NDG, for your shop in Winnipeg, for your thrift shop in Quebec City, for your shoe store in Pierrefonds, for your clothing store in Chandler, for your electronics store in Iqaluit, for your robotics store in Lanaudière, for your eyewear store in Drummondville, for your furniture store in Black Lake, for your construction company in Mont-Tremblant, for your hostel in Chambly, for your lodging in Plateau-Mont-Royal, for your camping in Plessisville, for your outfitter in Saint-Jérôme, for your printing house in Ottawa, for your financial service company in Saint-Joseph-de-Beauce, for your organization in Québec Maritime, for your nonprofit organization in Nord-du-Québec, for your non profit organization in Mont-Tremblant, for your small business in Shawinigan, for your insurance broker in Saguenay-Lac-Saint-Jean, for your human ressources in Lac-Saint-Jean, for your non profit in Hochelaga-Maisonneuve, for your HR in Beauceville, for your warehouse in Chandler, for your bed and breakfast in Lachenaie, for your spa in Fredericton, for your brewery in Toronto, for your city in La Tuque, for your town in Black Lake, for your microbrewery in Quebec, for your association in Chaudière-Appalaches, for your tourism association in Calgary, for your regional tourism association in Montreal, for your RTA in Saint-Hubert, for your pub in Quebec City, for your bistro in the South Shore, for your salon in Anjou, for your hairdressing salon in Mirabel, for your beauty salon in Charlottetown, for your plumbing company in La Tuque, for your sugar shack in Laval, for your agency in Halifax, for your recruitment company in Anjou, for your headhunting company in Estrie, for your Clinic in La Tuque

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