Our Follow-ups Management for your financial service company is designed to help you efficiently track crucial activities for your business. This comprehensive solution provides the necessary tools to monitor, organize, and manage follow-ups, enabling better visibility into your key processes.
Centralize your follow-ups and easily track their progress. Our intuitive platform allows you to structure your follow-ups, prioritize tasks, and enhance coordination within your company.
Customize your follow-up methods to meet your company's specific needs. Analyze trends, identify critical points, and optimize your processes through proactive follow-up management.
Our Follow-ups Management for your financial service company seamlessly integrates with your existing systems, offering flexibility and scalability to support your company's growth. With advanced features and a user-friendly interface, this tool becomes an essential asset for improved operational management.
Discover how our Follow-ups Management for your financial service company can optimize your internal processes and help you maintain better visibility into your activities.
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 Follow-ups Management for your financial service company that help you increase your performances and make your employees be more productive.
The basis of a Follow-ups Management for your financial service company is managing your customers. With our system, in addition to managing all their general information, you'll be able to view (and manage):
With our Follow-ups Management for your financial service company, you'll be able to understand your relationship with each client and determine exactly what his needs are.
More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your financial service company is complicated, so we've built a Follow-ups Management for your financial service company 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:
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.
In our personnalized Follow-ups Management for your financial service company, you'll have the option to manage all your employees in a single place. That means you'll have access to all the tools required to manage:
If your employees for your financial service company have special conditions you need to manage, we're able to custom build all the tools you need to manage them.
Knowing exactly what products for your financial service company cost is crucial information a manager for your financial service company needs. Thanks to our Follow-ups Management for your financial service company, you'll be able to manage:
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your financial service company.
Advanced systems like our Follow-ups Management 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:
Of course, if you need to have access to more statistics for your financial service company, 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 La Prairie, for your NPO in Rivière-du-Loup, for your transportation company in Nuns' Island, for your hockey league in Whitehorse, for your hotel in East-Broughton, for your restaurant in Halifax, for your business in Boisbriand, for your company in Joliette, for your SME in the South Shore, for your car dealership in Granby, for your startup in Mauricie, for your small town in Calgary, for your store in Fredericton, for your shop in Dorval, for your thrift shop in Magog, for your shoe store in Saint-Jérôme, for your clothing store in the Magdalen Islands, for your electronics store in Lachine, for your robotics store in Charlottetown, for your eyewear store in Repentigny, for your furniture store in Canada, for your construction company in Pointe-Claire, for your hostel in Sainte-Thérèse, for your lodging in Notre-Dame-des-Pins, for your camping in Montreal, for your outfitter in Whitehorse, for your printing house in Regina, for your financial service company in Napierville, for your organization in Nuns' Island, for your nonprofit organization in Montmagny, for your non profit organization in Côte-Nord, for your small business in Beauceville, for your insurance broker in Montérégie, for your human ressources in Princeville, for your non profit in Scott, for your HR in Gaspésie, for your warehouse in Montérégie, for your bed and breakfast in the South Shore, for your spa in Rimouski, for your brewery in La Tuque, for your city in Sorel-Tracy, for your town in Notre-Dame-des-Pins, for your microbrewery in North Montreal, for your association in Sorel-Tracy, for your tourism association in Nuns' Island, for your regional tourism association in Sainte-Marie-de-Beauce, for your RTA in Sherbrooke, for your pub in Centre-du-Québec, for your bistro in La Tuque, for your salon in Rivière-du-Loup, for your hairdressing salon in Edmonton, for your beauty salon in Kirkland, for your plumbing company in Boucherville, for your sugar shack in Saguenay, for your agency in Saint-Léonard, for your recruitment company in Plessisville, for your headhunting company in Charlottetown, for your Clinic in Gaspé
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Where to find us
131, Notre-Dame Ouest
Office 202
Thetford Mines (Quebec)
G6G 1J4
Contact us
418 335-0804
418 335-4063
info@numerique.ca
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