KAPITOL, a.s. is a company from the Vienna Insurance Group family. As it coordinates hundreds of traders, among other things, a high-quality CRM system is an important tool for efficiency. Since the original CRM solution was already outdated and could not cope with the new demands of the growing company, the company turned to Algotech. We found a customized solution for them based on the SugarCRM product.

We focused on simplifying, modernising and increasing the flexibility of the company's processes. As the company had different procedures set up in different parts of the country, the CRM system became an important pillar for unification and therefore flexible adoption of changes, forced mainly by legislative changes.

Detailed analytical data in a clear form facilitated responses to existing campaigns of business partners with a significant impact on the growth of cross-sell and up-sell opportunities.

The integration of CRM with DMS relieved the company from paper administration and enabled efficient document retrieval.

Also crucial was a customized solution for calculating merchant commissions, which greatly streamlined and simplified a previously cumbersome calculation. This without the need to develop a new product.