A CRM for your insurance broker in Canada, also known as CRM (Customer Relationship Management) software and ERP (Enterprise Resource Planning) software, are two types of computer systems used for your insurance broker in Canada to manage different aspects of their operations.
Here are the main features of CRM software for your insurance broker in Canada:
Here are the main features of ERP software for your insurance broker in Canada:
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 insurance broker in Canada that help you increase your performances and make your employees in Canada be more productive.
The basis of a CRM for your insurance broker in Canada 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 insurance broker in Canada, 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 insurance broker in Canada is complicated, so we've built a CRM for your insurance broker in Canada 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 insurance broker in Canada, you'll have the option to manage all your employees in Canada in a single place. That means you'll have access to all the tools required to manage:
If your employees for your insurance broker in Canada 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 insurance broker in Canada cost is crucial information a manager for your insurance broker in Canada needs. Thanks to our CRM for your insurance broker in Canada, 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 insurance broker in Canada.
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 insurance broker in Canada, 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-Marie-de-Beauce, for your NPO in Notre-Dame-des-Pins, for your transportation company in Chaudière-Appalaches, for your hockey league in Beauport, for your hotel in Drummondville, for your restaurant in Mont-Tremblant, for your business in Montmagny, for your company in NDG, for your SME in Bromont, for your car dealership in Edmonton, for your startup in Repentigny, for your small town in Quebec City, for your store in NDG, for your shop in Chandler, for your thrift shop in Quebec, for your shoe store in Sorel-Tracy, for your clothing store in Montmagny, for your electronics store in Montreal, for your robotics store in Shawinigan, for your eyewear store in Ottawa, for your furniture store in Mauricie, for your construction company in Trois-Rivières, for your hostel in Fredericton, for your lodging in Kirkland, for your camping in the South Shore, for your outfitter in Edmonton, for your printing house in Boucherville, for your financial service company in Ottawa, for your organization in Terrebonne, for your nonprofit organization in La Tuque, for your non profit organization in Winnipeg, for your small business in Bas-Saint-Laurent, for your insurance broker in Tremblant, for your human ressources in Dorval, for your non profit in Saint-Laurent, for your HR in Saint-Léonard, for your warehouse in Pierrefonds, for your bed and breakfast in Granby, for your spa in Abitibi-Témiscamingue, for your brewery in Saint-Léonard, for your city in Mont-Tremblant, for your town in Brossard, for your microbrewery in Pierrefonds, for your association in Victoriaville, for your tourism association in Sherbrooke, for your regional tourism association in Dorval, for your RTA in Baie-Comeau, for your pub in Dorval, for your bistro in Plateau-Mont-Royal, for your salon in Shawinigan, for your hairdressing salon in Plessisville, for your beauty salon in the South Shore, for your plumbing company in Estrie, for your sugar shack in Bas-Saint-Laurent, for your agency in Hochelaga-Maisonneuve, for your recruitment company in Pointe-Claire, for your headhunting company in Canada, for your Clinic in Sherbrooke
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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
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