Customer Relationship Manager for your insurance broker in Calgary 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 Customer Relationship Manager for your insurance broker in Calgary that help you increase your performances and make your employees in Calgary be more productive. 

Customer Management for your insurance broker in Calgary

The basis of a Customer Relationship Manager for your insurance broker in Calgary 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 Customer Relationship Manager for your insurance broker in Calgary, 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 Calgary

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

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 Calgary

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

If your employees for your insurance broker in Calgary 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 Calgary

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

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

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

Advanced Statistics for your insurance broker in Calgary

Advanced systems like our Customer Relationship Manager 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 Calgary, 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. 

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