A CRM and ERP Software for your financial service company will increase your productivity while also increasing your company's bottom line. With our solutions, you could have access to a system that will make automatic follow-ups to your customers, and in some cases, even make sales for your financial service company thanks to our targeted automatic e-mails. Besides CRM and ERP Software, discover some of the other tools we've developped for our customers:
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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 CRM and ERP Software for your financial service company that help you increase your performances and make your employees be more productive.
The basis of a CRM and ERP Software 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 CRM and ERP Software 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 CRM and ERP Software 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 CRM and ERP Software 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 CRM and ERP Software 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 CRM and ERP Software 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.
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