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 La Prairie, for your NPO in Sept-Îles, for your transportation company in Iqaluit, for your hockey league in the Magdalen Islands, for your hotel in Montérégie, for your restaurant in Halifax, for your business in Quebec, for your company in Trois-Pistoles, for your SME in Saint-Georges, for your car dealership in Chateauguay, for your startup in the Laurentians, for your small town in Lachenaie, for your store in Lasalle, for your shop in Verdun, for your thrift shop in Vallée-Jonction, for your shoe store in Saint-Hyacinthe, for your clothing store in Saguenay-Lac-Saint-Jean, for your electronics store in Yellowknife, for your robotics store in Fredericton, for your eyewear store in Toronto, for your furniture store in Chateauguay, for your construction company in Joliette, for your hostel in Princeville, for your lodging in Sept-Îles, for your camping in Plessisville, for your outfitter in Rivière-du-Loup, for your printing house in Repentigny, for your financial service company in Dorval, for your organization in Dorval, for your nonprofit organization in NDG, for your non profit organization in Beauceville, for your small business in Plateau-Mont-Royal, for your insurance broker in Lachine, for your human ressources in Chambly, for your non profit in Chambly, for your HR in Princeville, for your warehouse in Outaouais, for your bed and breakfast in La Prairie, for your spa in Drummondville, for your brewery in La Tuque, for your city in the South Shore, for your town in Lachenaie, for your microbrewery in Beauport, for your association in Lévis, for your tourism association in Nord-du-Québec, for your regional tourism association in Notre-Dame-des-Pins, for your RTA in Winnipeg, for your pub in Whitehorse, for your bistro in North Montreal, for your salon in Scott, for your hairdressing salon in Sherbrooke, for your beauty salon in Plessisville, for your plumbing company in Whitehorse, for your sugar shack in Montreal, for your agency in Fredericton, for your recruitment company in Lasalle, for your headhunting company in Mascouche, for your Clinic in Boucherville

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