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

Customer Management for your financial service company in Estrie

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

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

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 Estrie

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

If your employees for your financial service company in Estrie 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 Estrie

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

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

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 Estrie. 

Advanced Statistics for your financial service company in Estrie

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 Estrie, 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 Boisbriand, for your NPO in Lasalle, for your transportation company in Québec Maritime, for your hockey league in Gaspésie, for your hotel in Outaouais, for your restaurant in Montérégie, for your business in Candiac, for your company in Beauport, for your SME in Sorel-Tracy, for your car dealership in Calgary, for your startup in Saint-Jean-sur-Richelieu, for your small town in Lanaudière, for your store in Saint-Georges, for your shop in Saint-Joseph-de-Beauce, for your thrift shop in Tremblant, for your shoe store in Quebec City, for your clothing store in Princeville, for your electronics store in Granby, for your robotics store in the Eastern Townships, for your eyewear store in Ottawa, for your furniture store in Quebec, for your construction company in Mauricie, for your hostel in Tremblant, for your lodging in Victoriaville, for your camping in Verdun, for your outfitter in Winnipeg, for your printing house in Magog, for your financial service company in Longueuil, for your organization in Sainte-Thérèse, for your nonprofit organization in Mirabel, for your non profit organization in Montmagny, for your small business in Nord-du-Québec, for your insurance broker in Sherbrooke, for your human ressources in Boisbriand, for your non profit in Notre-Dame-des-Pins, for your HR in Sainte-Marie-de-Beauce, for your warehouse in North Montreal, for your bed and breakfast in Lachine, for your spa in Sherbrooke, for your brewery in Mirabel, for your city in Saint-Joseph-de-Beauce, for your town in Anjou, for your microbrewery in Yellowknife, for your association in Lac-Saint-Jean, for your tourism association in Lévis, for your regional tourism association in Gaspésie, for your RTA in the Magdalen Islands, for your pub in Halifax, for your bistro in Napierville, for your salon in East-Broughton, for your hairdressing salon in Bas-Saint-Laurent, for your beauty salon in Gaspésie, for your plumbing company in Baie-Comeau, for your sugar shack in Chateauguay, for your agency in NDG, for your recruitment company in Baie-Comeau, for your headhunting company in Ottawa, for your Clinic in Toronto

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