Company Management for your financial services company

Numérique.ca developed a system that allows you to completely manage your company. As a matter of fact, internally we're actually using our own web application for our Company Management. Amongst the Company Management for your financial services company features, we have:

• Customer management for your financial services company;
• Contacts management;
• Billing management for your financial services company;
• Employee time and punch management for your financial services company;
• Hour bank management;
• Quotes management for your financial services company;
• Follow-up and reminders management;
• Leads management for your financial services company;
• And much more!

Of course, we can also build custom-made features for your financial services company, no matter what your project is! For example, we've even developed an application to help us automatically manage our labels to send out our Christmas cards.

With all these features, we also have a wide range of reports you can use to help you make important decisions. Here's a short list of reports we have for your financial services company:

• Profitability reports of projects, tickets and quotes for your financial services company;
• Revenues reports for your financial services company;
• Expenses reports for your financial services company;
• Revenues versus expenses reports;
• Employee wages reports for your financial services company;
• Late payment reports;
• Employee performances reports for your financial services company;
• And much more!

Besides, our entire Company Management system can also be connected directly to your accounting software (either via an API or an import file). We also have a wide range of reminders sent by e-mail or even SMS that can be configured to help you out. Amongst them are:

• Reminders when a renewal is due;
• Reminders when a product has reached a critical point in your inventory;
• Reminders when your hour bank only has a certain percentage of time left;
• Reminders when a customer is late for his payment;
• Etc.

Basically, we've developed everything you need to make your life easier.

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