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

Customer Management for your insurance broker in Montreal

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

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

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 Montreal

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

If your employees for your insurance broker in Montreal 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 Montreal

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

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

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

Advanced Statistics for your insurance broker in Montreal

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 Montreal, 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 Charlottetown, for your NPO in Brossard, for your transportation company in the Laurentians, for your hockey league in Côte-Nord, for your hotel in Baie-Comeau, for your restaurant in Baie-Comeau, for your business in Vancouver, for your company in Trois-Rivières, for your SME in Saguenay, for your car dealership in Quebec, for your startup in Drummondville, for your small town in Napierville, for your store in Saint-Hubert, for your shop in Saint-Joseph-de-Beauce, for your thrift shop in Lachenaie, for your shoe store in the Magdalen Islands, for your clothing store in Sherbrooke, for your electronics store in Ottawa, for your robotics store in Repentigny, for your eyewear store in Montreal, for your furniture store in Chambly, for your construction company in Saguenay-Lac-Saint-Jean, for your hostel in Abitibi-Témiscamingue, for your lodging in Canada, for your camping in Thetford Mines, for your outfitter in the South Shore, for your printing house in Granby, for your financial service company in Chambly, for your organization in Boisbriand, for your nonprofit organization in Robertsonville, for your non profit organization in Toronto, for your small business in Napierville, for your insurance broker in Québec Maritime, for your human ressources in Nuns' Island, for your non profit in Montérégie, for your HR in Montreal, for your warehouse in Saguenay, for your bed and breakfast in Saint-Hubert, for your spa in Dorval, for your brewery in Mauricie, for your city in Victoriaville, for your town in Outaouais, for your microbrewery in Thetford Mines, for your association in Trois-Pistoles, for your tourism association in Chandler, for your regional tourism association in Nord-du-Québec, for your RTA in Côte-Nord, for your pub in Vallée-Jonction, for your bistro in Notre-Dame-des-Pins, for your salon in Hochelaga-Maisonneuve, for your hairdressing salon in Baie-Comeau, for your beauty salon in Hochelaga-Maisonneuve, for your plumbing company in Plessisville, for your sugar shack in Chicoutimi, for your agency in Verdun, for your recruitment company in Nord-du-Québec, for your headhunting company in Napierville, for your Clinic in Dorval

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