Management system for your financial service company in Canada to increase your productivity and profits
Effective management of business relationships for your financial service company in Canada
A Management system for your financial service 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 financial service company in Canada to manage different aspects of their operations.
Here are the main features of CRM software for your financial service company in Canada:
- Contact and account management for your financial service company in Canada;
- Sales management for your financial service company in Canada;
- Customer service for your financial service company in Canada;
- Marketing for your financial service company in Canada;
- Analytics and reporting for your financial service company in Canada.
Here are the main features of ERP software for your financial service company in Canada:
- Human resources management for your financial service company in Canada;
- Financial management for your financial service company in Canada;
- Inventory and procurement management for your financial service company in Canada;
- Production management for your financial service company in Canada;
- Purchasing management for your financial service company in Canada;
- Analytics and reporting for your financial service company in Canada.
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 Management system for your financial service company in Canada that help you increase your performances and make your employees in Canada be more productive.
Customer Management for your financial service company in Canada
The basis of a Management system for your financial service company in Canada 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 Management system for your financial service company in Canada, 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 financial service company in Canada
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 in Canada is complicated, so we've built a Management system for your financial service company in Canada 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 financial service company in Canada;
- Quotes for windows and doors in Canada;
- Quotes for a custom-built application for your financial service company in Canada;
- Quotes for the purchase of a house in Canada;
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 financial service company in Canada
In our personnalized Management system for your financial service company in Canada, you'll have the option to manage all your employees in Canada in a single place. That means you'll have access to all the tools required to manage:
- The general information of employees for your financial service company in Canada;
- The hourly rate of employees for your financial service company in Canada;
- The meetings and availabilities of employees for your financial service company in Canada;
- The expenses of employees for your financial service company in Canada;
- The tasks employees for your financial service company in Canada need to complete;
- The paychecks of employees for your financial service company in Canada;
- Etc.
If your employees for your financial service company in Canada 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 financial service company in Canada
Knowing exactly what products for your financial service company in Canada cost is crucial information a manager for your financial service company in Canada needs. Thanks to our Management system for your financial service company in Canada, you'll be able to manage:
- Workforce costs for your financial service company in Canada;
- Raw material costs for your financial service company in Canada;
- Equipment costs and other expenses for your financial service company in Canada.
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your financial service company in Canada.
Advanced Statistics for your financial service company in Canada
Advanced systems like our Management system 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 financial service company in Canada, 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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- Management system for your insurance company
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- Management system in Nuns' Island
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- Management system in Laval
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- Management system in Gaspé
- Management system in Chandler
- Management system in Gaspésie
- Management system in Montérégie
- Management system in the Eastern Townships
- Management system in Bas-Saint-Laurent
- Management system in Côte-Nord
- Management system in the Laurentians
- Management system in Mauricie
- Management system in Centre-du-Québec
- Management system in Saguenay-Lac-Saint-Jean
- Management system in Lac-Saint-Jean
- Management system in Estrie
- Management system in Outaouais
- Management system in Abitibi-Témiscamingue
- Management system in Nord-du-Québec
- Management system in the Magdalen Islands
- Management system in Chaudière-Appalaches
- Management system in Québec Maritime
- Management system in Lanaudière
- Management system in Plessisville
- Management system in Princeville
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- Management system in Fredericton
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- Management system in Winnipeg
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- Management system in Whitehorse
- Management system in Iqaluit
- Management system in Yellowknife
- Management system in La Tuque
- Management system in Saint-Joseph-de-Beauce
- Management system in Sainte-Marie-de-Beauce
- Management system in Scott
- Management system in Vallée-Jonction
- Management system in Notre-Dame-des-Pins
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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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