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 Plateau-Mont-Royal that help you increase your performances and make your employees in Plateau-Mont-Royal be more productive.
Customer Management for your financial service company in Plateau-Mont-Royal
The basis of a CRM for your financial service company in Plateau-Mont-Royal 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 Plateau-Mont-Royal, 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 Plateau-Mont-Royal
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 Plateau-Mont-Royal is complicated, so we've built a CRM for your financial service company in Plateau-Mont-Royal 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 Plateau-Mont-Royal;
- Quotes for windows and doors in Plateau-Mont-Royal;
- Quotes for a custom-built application for your financial service company in Plateau-Mont-Royal;
- Quotes for the purchase of a house in Plateau-Mont-Royal;
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 Plateau-Mont-Royal
In our personnalized CRM for your financial service company in Plateau-Mont-Royal, you'll have the option to manage all your employees in Plateau-Mont-Royal 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 Plateau-Mont-Royal;
- The hourly rate of employees for your financial service company in Plateau-Mont-Royal;
- The meetings and availabilities of employees for your financial service company in Plateau-Mont-Royal;
- The expenses of employees for your financial service company in Plateau-Mont-Royal;
- The tasks employees for your financial service company in Plateau-Mont-Royal need to complete;
- The paychecks of employees for your financial service company in Plateau-Mont-Royal;
- Etc.
If your employees for your financial service company in Plateau-Mont-Royal 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 Plateau-Mont-Royal
Knowing exactly what products for your financial service company in Plateau-Mont-Royal cost is crucial information a manager for your financial service company in Plateau-Mont-Royal needs. Thanks to our CRM for your financial service company in Plateau-Mont-Royal, you'll be able to manage:
- Workforce costs for your financial service company in Plateau-Mont-Royal;
- Raw material costs for your financial service company in Plateau-Mont-Royal;
- Equipment costs and other expenses for your financial service company in Plateau-Mont-Royal.
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 Plateau-Mont-Royal.
Advanced Statistics for your financial service company in Plateau-Mont-Royal
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 Plateau-Mont-Royal, 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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