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

Customer Management for your financial service company in Ottawa

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):  

• 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 Ottawa, 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 Ottawa

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: 

• Quotes for your financial service company in Ottawa;
• Quotes for windows and doors in Ottawa;
• Quotes for a custom-built application for your financial service company in Ottawa;
• Quotes for the purchase of a house in Ottawa;

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 Ottawa

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: 

• The general information of employees for your financial service company in Ottawa;
• The hourly rate of employees for your financial service company in Ottawa;
• The meetings and availabilities of employees for your financial service company in Ottawa;
• The expenses of employees for your financial service company in Ottawa;
• The tasks employees for your financial service company in Ottawa need to complete;
• The paychecks of employees for your financial service company in Ottawa;
• Etc.

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. 

Production Costs Management for your financial service company in Ottawa

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: 

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

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 Statistics 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: 

• 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 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 Boisbriand, for your NPO in Calgary, for your transportation company in Gaspésie, for your hockey league in Quebec, for your hotel in Chandler, for your restaurant in Iqaluit, for your business in Calgary, for your company in Tremblant, for your SME in Saint-Jean-sur-Richelieu, for your car dealership in Edmonton, for your startup in Tremblant, for your small town in the Eastern Townships, for your store in Bromont, for your shop in Plateau-Mont-Royal, for your thrift shop in Lanaudière, for your shoe store in Robertsonville, for your clothing store in Montmagny, for your electronics store in Saint-Jean-sur-Richelieu, for your robotics store in Lac-Saint-Jean, for your eyewear store in Winnipeg, for your furniture store in NDG, for your construction company in Gaspésie, for your hostel in Saint-Eustache, for your lodging in Shawinigan, for your camping in Vancouver, for your outfitter in Tremblant, for your printing house in Chicoutimi, for your financial service company in Lachenaie, for your organization in Gaspé, for your nonprofit organization in Shawinigan, for your non profit organization in Chandler, for your small business in Victoriaville, for your insurance broker in Yellowknife, for your human ressources in Quebec City, for your non profit in Saguenay, for your HR in Quebec City, for your warehouse in Trois-Pistoles, for your bed and breakfast in Longueuil, for your spa in Mauricie, for your brewery in Chateauguay, for your city in Hochelaga-Maisonneuve, for your town in Plessisville, for your microbrewery in Chaudière-Appalaches, for your association in Boisbriand, for your tourism association in Iqaluit, for your regional tourism association in Côte-Nord, for your RTA in Granby, for your pub in Mauricie, for your bistro in NDG, for your salon in Saint-Jérôme, for your hairdressing salon in Saguenay-Lac-Saint-Jean, for your beauty salon in the Laurentians, for your plumbing company in Gaspé, for your sugar shack in Chambly, for your agency in Rosemont, for your recruitment company in Saint-Georges, for your headhunting company in Beauport, for your Clinic in Thetford Mines

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