A CRM for your financial service company in Ottawa, also known as CRM (Customer Relationship Management) software and ERP (Enterprise Resource Planning) software, are two types of computer systems used for your financial service company in Ottawa to manage different aspects of their operations.
Here are the main features of CRM software for your financial service company in Ottawa:
Here are the main features of ERP software for your financial service company in Ottawa:
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 Ottawa that help you increase your performances and make your employees in Ottawa be more productive.
The basis of a CRM for your financial service company in Ottawa is managing your customers. With our system, in addition to managing all their general information, you'll be able to view (and manage):
With our CRM for your financial service company in Ottawa, you'll be able to understand your relationship with each client and determine exactly what his needs are.
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 Ottawa is complicated, so we've built a CRM for your financial service company in Ottawa 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:
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.
In our personnalized CRM for your financial service company in Ottawa, you'll have the option to manage all your employees in Ottawa in a single place. That means you'll have access to all the tools required to manage:
If your employees for your financial service company in Ottawa have special conditions you need to manage, we're able to custom build all the tools you need to manage them.
Knowing exactly what products for your financial service company in Ottawa cost is crucial information a manager for your financial service company in Ottawa needs. Thanks to our CRM for your financial service company in Ottawa, you'll be able to manage:
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 Ottawa.
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:
Of course, if you need to have access to more statistics for your financial service company in Ottawa, 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 Sainte-Thérèse, for your NPO in the Magdalen Islands, for your transportation company in Regina, for your hockey league in Bromont, for your hotel in Vancouver, for your restaurant in Saint-Jean-sur-Richelieu, for your business in Estrie, for your company in Lasalle, for your SME in La Prairie, for your car dealership in Winnipeg, for your startup in Longueuil, for your small town in Trois-Rivières, for your store in Mauricie, for your shop in Gatineau, for your thrift shop in Lanaudière, for your shoe store in Robertsonville, for your clothing store in Regina, for your electronics store in Montérégie, for your robotics store in Baie-Comeau, for your eyewear store in Saguenay-Lac-Saint-Jean, for your furniture store in Nuns' Island, for your construction company in Winnipeg, for your hostel in North Montreal, for your lodging in Robertsonville, for your camping in Yellowknife, for your outfitter in Granby, for your printing house in Rimouski, for your financial service company in Trois-Rivières, for your organization in Saint-Hyacinthe, for your nonprofit organization in La Prairie, for your non profit organization in Mauricie, for your small business in Joliette, for your insurance broker in Pierrefonds, for your human ressources in Rimouski, for your non profit in Saint-Léonard, for your HR in Napierville, for your warehouse in Ottawa, for your bed and breakfast in Rivière-du-Loup, for your spa in Iqaluit, for your brewery in Lanaudière, for your city in NDG, for your town in Mascouche, for your microbrewery in Chicoutimi, for your association in Yellowknife, for your tourism association in Baie-Comeau, for your regional tourism association in Abitibi-Témiscamingue, for your RTA in Mont-Tremblant, for your pub in Chandler, for your bistro in Saint-Hubert, for your salon in Repentigny, for your hairdressing salon in Plateau-Mont-Royal, for your beauty salon in Repentigny, for your plumbing company in Terrebonne, for your sugar shack in Montérégie, for your agency in Dorval, for your recruitment company in Repentigny, for your headhunting company in Mont-Tremblant, for your Clinic in Candiac
GET IN TOUCH
Where to find us
131, Notre-Dame Ouest
Office 202
Thetford Mines (Quebec)
G6G 1J4
Contact us
418 335-0804
418 335-4063
info@numerique.ca
Subscribe to
Numérique.ca's newsletter
Subscribe