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

Customer Management for your insurance broker in Ottawa

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

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

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 Ottawa

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

If your employees for your insurance broker in Ottawa 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 Ottawa

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

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

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

Advanced Statistics for your insurance broker in Ottawa

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 Ottawa, 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 Nuns' Island, for your NPO in Nord-du-Québec, for your transportation company in Baie-Comeau, for your hockey league in Sainte-Marie-de-Beauce, for your hotel in Saint-Hyacinthe, for your restaurant in Lachenaie, for your business in Chateauguay, for your company in Joliette, for your SME in Sept-Îles, for your car dealership in Centre-du-Québec, for your startup in Quebec, for your small town in Mirabel, for your store in Bas-Saint-Laurent, for your shop in Boucherville, for your thrift shop in Vancouver, for your shoe store in Notre-Dame-des-Pins, for your clothing store in Black Lake, for your electronics store in Bas-Saint-Laurent, for your robotics store in Lanaudière, for your eyewear store in Lasalle, for your furniture store in Gatineau, for your construction company in Chandler, for your hostel in Chateauguay, for your lodging in the Eastern Townships, for your camping in Iqaluit, for your outfitter in Saint-Laurent, for your printing house in Thetford Mines, for your financial service company in Mauricie, for your organization in Bromont, for your nonprofit organization in Côte-des-Neiges, for your non profit organization in Sainte-Thérèse, for your small business in Dorval, for your insurance broker in Saguenay-Lac-Saint-Jean, for your human ressources in Outaouais, for your non profit in Brossard, for your HR in Nuns' Island, for your warehouse in the Magdalen Islands, for your bed and breakfast in Ottawa, for your spa in Saint-Eustache, for your brewery in Trois-Pistoles, for your city in Bromont, for your town in Estrie, for your microbrewery in Lasalle, for your association in Sherbrooke, for your tourism association in Lachenaie, for your regional tourism association in Whitehorse, for your RTA in Pierrefonds, for your pub in Dorval, for your bistro in the Magdalen Islands, for your salon in La Prairie, for your hairdressing salon in Chaudière-Appalaches, for your beauty salon in Lévis, for your plumbing company in Anjou, for your sugar shack in Princeville, for your agency in Lachine, for your recruitment company in Rimouski, for your headhunting company in Sainte-Thérèse, for your Clinic in Rimouski

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