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 CRM (Customer Relationship Manager) 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):  

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

With ourCRM 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: 

• Quotes for your financial services company;
• Quotes for windows and doors;
• Quotes for a custom-built application for your financial services 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 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: 

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

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: 

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

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: 

• 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 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 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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