—  CRM and ERP Software for your financial service company
A CRM and ERP Software custom built for your needs

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. 

Customer Management for your financial service company

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):  

• All the follow-ups;
• Every order, past, current and future;
• The customer's complete profile (including which products interest him the most).

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.

Quotes and Purchase Orders Management for your financial service company

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: 

• Quotes for your financial service company;
• Quotes for windows and doors;
• Quotes for a custom-built application for your financial service company;
• Quotes for the purchase of a house;

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 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: 

• The general information of employees for your financial service company;
• The hourly rate of employees for your financial service company;
• The meetings and availabilities of employees for your financial service company;
• The expenses of employees for your financial service company;
• The tasks employees for your financial service company need to complete;
• The paychecks of employees for your financial service company;
• Etc.

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. 

Production Costs Management for your financial service company

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: 

• Workforce costs for your financial service company;
• Raw material costs for your financial service company;
• Equipment costs and other expenses for your financial service company.

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 Statistics 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: 

• 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, 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 Saint-Léonard, for your NPO in Chandler, for your transportation company in Sherbrooke, for your hockey league in Laval, for your hotel in Laval, for your restaurant in Gatineau, for your business in Trois-Rivières, for your company in Joliette, for your SME in the Magdalen Islands, for your car dealership in Baie-Comeau, for your startup in the Laurentians, for your small town in Sorel-Tracy, for your store in Trois-Rivières, for your shop in Brossard, for your thrift shop in Canada, for your shoe store in Saint-Laurent, for your clothing store in Calgary, for your electronics store in Toronto, for your robotics store in Sorel-Tracy, for your eyewear store in NDG, for your furniture store in Rimouski, for your construction company in Canada, for your hostel in Pierrefonds, for your lodging in Sherbrooke, for your camping in the Eastern Townships, for your outfitter in the Magdalen Islands, for your printing house in Chandler, for your financial service company in Granby, for your organization in NDG, for your nonprofit organization in Yellowknife, for your non profit organization in East-Broughton, for your small business in Estrie, for your insurance broker in Napierville, for your human ressources in Boisbriand, for your non profit in Abitibi-Témiscamingue, for your HR in Boisbriand, for your warehouse in Chicoutimi, for your bed and breakfast in the Magdalen Islands, for your spa in Lévis, for your brewery in Beauceville, for your city in Sherbrooke, for your town in Trois-Pistoles, for your microbrewery in NDG, for your association in Whitehorse, for your tourism association in Joliette, for your regional tourism association in Outaouais, for your RTA in Quebec, for your pub in Mont-Tremblant, for your bistro in Saint-Eustache, for your salon in Bas-Saint-Laurent, for your hairdressing salon in Chandler, for your beauty salon in East-Broughton, for your plumbing company in Whitehorse, for your sugar shack in Centre-du-Québec, for your agency in Longueuil, for your recruitment company in Nuns' Island, for your headhunting company in Robertsonville

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