CRM for your insurance company in Canada to increase your productivity and profits

Effective management of business relationships for your insurance company in Canada

A CRM for your insurance company in Canada, also known as CRM (Customer Relationship Management) software and ERP (Enterprise Resource Planning) software, are two types of computer systems used for your insurance company in Canada to manage different aspects of their operations.

Here are the main features of CRM software for your insurance company in Canada:

  • Contact and account management for your insurance company in Canada;
  • Sales management for your insurance company in Canada;
  • Customer service for your insurance company in Canada;
  • Marketing for your insurance company in Canada;
  • Analytics and reporting for your insurance company in Canada.

Here are the main features of ERP software for your insurance company in Canada:

  • Human resources management for your insurance company in Canada;
  • Financial management for your insurance company in Canada;
  • Inventory and procurement management for your insurance company in Canada;
  • Production management for your insurance company in Canada;
  • Purchasing management for your insurance company in Canada;
  • Analytics and reporting for your insurance company in Canada.

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