CRM for your insurance broker in North Montreal to increase your productivity and profits

Effective management of business relationships for your insurance broker in North Montreal

A CRM for your insurance broker in North Montreal, 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 North Montreal to manage different aspects of their operations.

Here are the main features of CRM software for your insurance broker in North Montreal:

  • Contact and account management for your insurance broker in North Montreal;
  • Sales management for your insurance broker in North Montreal;
  • Customer service for your insurance broker in North Montreal;
  • Marketing for your insurance broker in North Montreal;
  • Analytics and reporting for your insurance broker in North Montreal.

Here are the main features of ERP software for your insurance broker in North Montreal:

  • Human resources management for your insurance broker in North Montreal;
  • Financial management for your insurance broker in North Montreal;
  • Inventory and procurement management for your insurance broker in North Montreal;
  • Production management for your insurance broker in North Montreal;
  • Purchasing management for your insurance broker in North Montreal;
  • Analytics and reporting for your insurance broker in North Montreal.

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