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 Sorel-Tracy, for your NPO in Halifax, for your transportation company in Princeville, for your hockey league in Plessisville, for your hotel in Drummondville, for your restaurant in Candiac, for your business in the Laurentians, for your company in Outaouais, for your SME in Canada, for your car dealership in the Laurentians, for your startup in Beauceville, for your small town in Saint-Jean-sur-Richelieu, for your store in Lachenaie, for your shop in Granby, for your thrift shop in Iqaluit, for your shoe store in Pierrefonds, for your clothing store in La Prairie, for your electronics store in Lachine, for your robotics store in Chambly, for your eyewear store in Vancouver, for your furniture store in Iqaluit, for your construction company in Whitehorse, for your hostel in Fredericton, for your lodging in Candiac, for your camping in Beauport, for your outfitter in Quebec City, for your printing house in Saguenay, for your financial service company in Winnipeg, for your organization in Pierrefonds, for your nonprofit organization in Rosemont, for your non profit organization in the South Shore, for your small business in Saint-Jérôme, for your insurance broker in Boisbriand, for your human ressources in Montreal, for your non profit in Plessisville, for your HR in Montérégie, for your warehouse in Lachine, for your bed and breakfast in Ottawa, for your spa in Outaouais, for your brewery in Shawinigan, for your city in Calgary, for your town in Pierrefonds, for your microbrewery in Dorval, for your association in Outaouais, for your tourism association in Drummondville, for your regional tourism association in Rimouski, for your RTA in Charlottetown, for your pub in Montreal, for your bistro in Brossard, for your salon in Nord-du-Québec, for your hairdressing salon in Sainte-Thérèse, for your beauty salon in Saguenay-Lac-Saint-Jean, for your plumbing company in Estrie, for your sugar shack in Edmonton, for your agency in Nuns' Island, for your recruitment company in Candiac, for your headhunting company in Lanaudière, for your Clinic in Halifax

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