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CRM system — naboso
Custom CRM for managing insurance and real estate clients
An internal CRM for a family where the husband works in insurance and the wife in real estate. Both work with the same clients, each sees their own part, and contracts from documents get into the system in bulk instead of being retyped one by one.
Client
naboso
Industry
Insurance and real estate
Launched
September 2026
The brief
Michal Petrášek is an insurance advisor and his wife is a real estate agent. They largely share the same clients, but each kept them somewhere else — in spreadsheets, on the phone and in folders full of contracts. They wanted one shared system where every client exists only once, and above all they did not want to retype hundreds of contracts they already had in documents.
The solution
The core is one client card for both advisors. With the All / Real estate / Insurance filter each of them sees only their own area, but also what the client is dealing with the other one — for example that they are selling a property they have insured.
The card holds contracts, assets (properties and vehicles), household members, activities and documents. Data is edited right where it is shown, so changing a phone number or an address takes a few seconds.
Michal processes contracts and documents with AI into a structured import format and uploads whole clients, including contracts, assets and files, into the CRM at once. The import checks every client, skips invalid ones with a reason and does not create duplicates by phone number.
The system watches for opportunities in the data on its own: an ending mortgage fixation or contract, a car without collision insurance, or a property whose estimated value has grown.
How it looks
Client list with filters by type, status and advisor — desktop
What it does
Shared client card for insurance and real estate
All / Real estate / Insurance area filter
Contracts with change history and source document
Client assets, household, activities and documents
Bulk import of clients and contracts prepared with AI
CSV and JSON import and export
Opportunities derived from contract and asset data
In-place editing and one-tap calling of the client
Voice notes on activities
Mobile version for work in the field
Outcome for the client
One client, one card
Both advisors work with the same data, nothing is kept twice.
Data transfer
Contracts from documents get into the system in bulk instead of manual retyping.
Sales opportunities
The system flags ending fixations, expiring contracts and uninsured assets on its own.
Scope of work
Analysis of both advisors' processes
Data model design for clients, contracts and assets
Web application and API development
Data import and export
Deployment and operation
Technology
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