Bohemia CRM

CRM software for insurance brokers and financial advisors built on Microsoft Power Platform

Distribution & Sales Growth Bootstrapped

Overview

Bohemia CRM is a CRM software provider for insurance brokers and financial advisors in the Czech Republic, offering solutions built on Microsoft Power Platform and Dataverse. The company serves small and medium-sized businesses in the Czech insurance and financial services sectors, with products tightly integrated into the Microsoft 365 ecosystem including Outlook, Teams, Excel, SharePoint, and OneDrive.

The companys primary offering, Bohemia CRM Professional, is a model-driven Power Apps application that manages the full sales cycle for insurance professionals. A specialized insurance broker edition (Bohemia CRM Pojistovaci makler) provides contract management, premium tracking, anniversary reminders, business case management, and automated claims processing workflows. Custom development and consulting services round out the product line, with training delivered via a dedicated academy portal.

Bohemia CRM operates from Pragues Zizkov district and markets to Czech-language insurance professionals. Pricing for sales representative CRM systems starts at 20,000 CZK, reflecting a focus on SMB and mid-market segments. The company has no documented external funding and positions itself as a local alternative to international CRM platforms.

Products & Services

Bohemia CRM Professional

A model-driven Power Apps application for managing sales across all phases of the business cycle. Organizes contact data, business activities, contracts, and client interactions in a single 360-degree view.

Key Features

Full sales cycle management from lead to close
360-degree client relationship view including contracts and interactions
Native Microsoft 365 integration (Outlook, Teams, Excel, SharePoint, OneDrive)
Power Automate workflow automation

Target Users: Sales teams and insurance professionals in Czech SMBs

Bohemia CRM Pojistovaci Makler (Insurance Broker Edition)

A CRM module purpose-built for insurance brokers and agents, addressing the specific workflows of Czech insurance distribution.

Key Features

Insurance premium tracking on contracts
Upcoming anniversary and renewal management
Business case and pipeline tracking
Automated claims processing with step-by-step workflow monitoring

Target Users: Insurance brokers and agents in Czech Republic

Custom CRM Development & Consulting

Consulting and analysis services for building CRM systems on Microsoft Power Platform tailored to specific business processes. Includes requirements analysis, solution development, and deployment support.

Target Users: Insurance and financial services firms requiring bespoke CRM workflows

Training & Academy

Self-service learning through video tutorials, documentation, and guides at akademie.bohemiacrm.cz. Monday-to-Friday live support (08:00-20:00 CET) available via email and phone.

Target Users: Existing Bohemia CRM customers