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CRM and ERP Software for your financial services company

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 services company that help you increase your performances and make your employees be more productive. 

Customer Management for your financial services company

The basis of a CRM and ERP Software for your financial services 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 services 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 services company

More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your financial services company is complicated, so we've built a CRM and ERP Software for your financial services 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.

Employee Management for your financial services company

In our personnalized CRM and ERP Software for your financial services 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 services 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 services company

Knowing exactly what products for your financial services company cost is crucial information a manager for your financial services company needs. Thanks to our CRM and ERP Software for your financial services 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 services company. 

Advanced Statistics for your financial services 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 services 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. 

More

 

Company Management for your financial services company

Schedule Management for your financial services company

Custom-made Applications for your financial services company

Intervention plan software for your financial services company

Customer Loyalty for your financial services company

Digital transformation for your financial services company

Yes! Beau travail gang J Marco

Quel gars efficace!! Josiane

Super! Merci pour ton suivi! Vous êtes vraiment rapides et efficaces! Je n'hésiterai jamais à faire part de votre excellent service! Marylise

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