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

Customer Management for your financial service company in Vancouver

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

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

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 Vancouver

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

If your employees for your financial service company in Vancouver 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 Vancouver

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

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

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 Vancouver. 

Advanced Statistics for your financial service company in Vancouver

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 Vancouver, 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 Toronto, for your NPO in Quebec City, for your transportation company in Drummondville, for your hockey league in Chateauguay, for your hotel in Boisbriand, for your restaurant in Candiac, for your business in Mirabel, for your company in Victoriaville, for your SME in Calgary, for your car dealership in Lachine, for your startup in Mauricie, for your small town in Abitibi-Témiscamingue, for your store in Saint-Jean-sur-Richelieu, for your shop in Victoriaville, for your thrift shop in Chaudière-Appalaches, for your shoe store in the Laurentians, for your clothing store in North Montreal, for your electronics store in East-Broughton, for your robotics store in Anjou, for your eyewear store in Saint-Laurent, for your furniture store in Lasalle, for your construction company in Canada, for your hostel in the Laurentians, for your lodging in Mirabel, for your camping in Chandler, for your outfitter in Shawinigan, for your printing house in Napierville, for your financial service company in Anjou, for your organization in East-Broughton, for your nonprofit organization in Mirabel, for your non profit organization in Mont-Tremblant, for your small business in Centre-du-Québec, for your insurance broker in Calgary, for your human ressources in Trois-Pistoles, for your non profit in Vallée-Jonction, for your HR in Saguenay-Lac-Saint-Jean, for your warehouse in Pierrefonds, for your bed and breakfast in Sainte-Thérèse, for your spa in Trois-Pistoles, for your brewery in Sorel-Tracy, for your city in Saint-Hubert, for your town in Saint-Jérôme, for your microbrewery in Saint-Eustache, for your association in Mont-Tremblant, for your tourism association in Brossard, for your regional tourism association in Terrebonne, for your RTA in Charlottetown, for your pub in Mauricie, for your bistro in Lachine, for your salon in Estrie, for your hairdressing salon in Lévis, for your beauty salon in Beauceville, for your plumbing company in Nord-du-Québec, for your sugar shack in Lanaudière, for your agency in Regina, for your recruitment company in Trois-Pistoles, for your headhunting company in Outaouais, for your Clinic in La Tuque

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