Customer Relationship Management Software for your insurance broker in Montreal to increase your productivity and profits

Effective management of business relationships for your insurance broker in Montreal

A Customer Relationship Management Software for your insurance broker in 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 Montreal to manage different aspects of their operations.

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

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

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

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

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