---
title: "Algar: Sales automation | FMM case"
description: "Case study: Algar. A bot reads the customer base and invoices and hands the seller an upgrade offer that is already calculated."
canonical: https://fmmdigital.com/en/cases/algar/
language: en
purpose: "Algar case study: problem, solution, technology and reported results."
topic: case-studies
updated: 2026-11-06
source_revision: 05709985791e
owner: FMM Desenvolvimento de Programas, Aplicativos e Websites Ltda
alternates:
  pt-BR: https://fmmdigital.com/cases/algar/
  en: https://fmmdigital.com/en/cases/algar/
---

Markdown version of [Algar: Sales automation | FMM case](https://fmmdigital.com/en/cases/algar/). The HTML page is the primary version. Topic map: [Case studies](https://fmmdigital.com/en/topics/case-studies.md) · [Full map](https://fmmdigital.com/sitemap.md)

![Algar](https://fmmdigital.com/assets/cases/algar/logo.webp)

# Upgrade offers calculated from invoices before the customer is contacted.

A bot reads the customer base and invoices and hands the seller an upgrade offer that is already calculated.

**Client:**
Algar

**Solution:**
Sales automation

**Technology:**
- Data-collection bot
- Invoice reading
- Offer calculation
- Operations dashboard

![Screens from the Algar project](https://fmmdigital.com/assets/cases/algar/cover.webp)

## The problem

The team received lists of customer IDs, opened the CRM one customer at a time, downloaded each invoice, analysed the services and built the offer by hand. Only then did they try to reach the customer.

### How it was done

1. Receive the list of customer IDs
2. Open the CRM, one customer at a time
3. Download the invoice and analyse services
4. Build the offer by hand
5. Try to reach the customer

## The solution

### 1. Bot

Queries the base, downloads invoices, analyses each account’s services and calculates the offer, using acceptance history from the same region.

### 2. Supervisor

Receives the analysed opportunities and assigns them to sellers.

### 3. Seller

Calls or messages on WhatsApp with customer, record and offer already filled in.

### 4. Record

Marks whether the sale closed. The result goes back to the dashboard.

## Results

- 30,000 new offers prepared per day, on average
- 1.4 million records imported into the dashboard
- 575,000 offers generated in the dashboard
- R$ 80,000 in monthly upgrade revenue in the latest month reported, up from R$ 6,000–7,000

Daily volume and revenue as reported by the operation’s manager. Dashboard totals are cumulative up to the capture date.

## Screens

Original invoice used in the analysis. Personal data hidden.

Invoice services organised as data.

Calculated offer, with the estimated bill.

Calculator: new plan and add-on services kept.

Dashboard with imports, offers and leads.

## Talk to FMM

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