CRM for your insurance broker in Charlottetown 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 insurance broker in Charlottetown that help you increase your performances and make your employees in Charlottetown be more productive. 

Customer Management for your insurance broker in Charlottetown

The basis of a CRM for your insurance broker in Charlottetown 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 insurance broker in Charlottetown, 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 insurance broker in Charlottetown

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 Charlottetown is complicated, so we've built a CRM for your insurance broker in Charlottetown 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 insurance broker in Charlottetown;
• Quotes for windows and doors in Charlottetown;
• Quotes for a custom-built application for your insurance broker in Charlottetown;
• Quotes for the purchase of a house in Charlottetown;

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 insurance broker in Charlottetown

In our personnalized CRM for your insurance broker in Charlottetown, you'll have the option to manage all your employees in Charlottetown in a single place. That means you'll have access to all the tools required to manage: 

• The general information of employees for your insurance broker in Charlottetown;
• The hourly rate of employees for your insurance broker in Charlottetown;
• The meetings and availabilities of employees for your insurance broker in Charlottetown;
• The expenses of employees for your insurance broker in Charlottetown;
• The tasks employees for your insurance broker in Charlottetown need to complete;
• The paychecks of employees for your insurance broker in Charlottetown;
• Etc.

If your employees for your insurance broker in Charlottetown 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 insurance broker in Charlottetown

Knowing exactly what products for your insurance broker in Charlottetown cost is crucial information a manager for your insurance broker in Charlottetown needs. Thanks to our CRM for your insurance broker in Charlottetown, you'll be able to manage: 

• Workforce costs for your insurance broker in Charlottetown;
• Raw material costs for your insurance broker in Charlottetown;
• Equipment costs and other expenses for your insurance broker in Charlottetown.

By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your insurance broker in Charlottetown. 

Advanced Statistics for your insurance broker in Charlottetown

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 insurance broker in Charlottetown, 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 Sorel-Tracy, for your NPO in Iqaluit, for your transportation company in Quebec City, for your hockey league in Lanaudière, for your hotel in Sherbrooke, for your restaurant in Saguenay-Lac-Saint-Jean, for your business in Saint-Eustache, for your company in Chateauguay, for your SME in Quebec City, for your car dealership in Gaspé, for your startup in East-Broughton, for your small town in Joliette, for your store in Toronto, for your shop in Saint-Léonard, for your thrift shop in Verdun, for your shoe store in Brossard, for your clothing store in Trois-Pistoles, for your electronics store in Saint-Eustache, for your robotics store in East-Broughton, for your eyewear store in Anjou, for your furniture store in Vallée-Jonction, for your construction company in Winnipeg, for your hostel in Montmagny, for your lodging in Abitibi-Témiscamingue, for your camping in Thetford Mines, for your outfitter in Halifax, for your printing house in Gaspésie, for your financial service company in Notre-Dame-des-Pins, for your organization in Saguenay, for your nonprofit organization in Princeville, for your non profit organization in Côte-Nord, for your small business in Fredericton, for your insurance broker in Boucherville, for your human ressources in Whitehorse, for your non profit in Boisbriand, for your HR in Fredericton, for your warehouse in Yellowknife, for your bed and breakfast in Regina, for your spa in Terrebonne, for your brewery in Outaouais, for your city in the Eastern Townships, for your town in Brossard, for your microbrewery in Edmonton, for your association in Pointe-Claire, for your tourism association in Thetford Mines, for your regional tourism association in Mauricie, for your RTA in Candiac, for your pub in Lachine, for your bistro in La Prairie, for your salon in Lachenaie, for your hairdressing salon in Lachenaie, for your beauty salon in Vancouver, for your plumbing company in Sherbrooke, for your sugar shack in Trois-Pistoles, for your agency in Anjou, for your recruitment company in Hochelaga-Maisonneuve, for your headhunting company in Saint-Léonard, for your Clinic in Saint-Léonard

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