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

Customer Management for your financial service company in Montreal

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

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

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 Montreal

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

If your employees for your financial service company in Montreal 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 Montreal

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

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

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 Montreal. 

Advanced Statistics for your financial service company in Montreal

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 Montreal, 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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