Salesmate
21 Case Studies
A Salesmate Case Study
RCPRO Seguros, a Brazilian professional insurance agency specializing in coverage for engineers, architects, and construction firms, was growing quickly but struggling to keep client management organized. Before using Salesmate CRM, the team faced fragmented communication, missed follow-ups, and slow manual processes while handling thousands of policies and hundreds of deals each year.
Salesmate solved these issues with CRM features like Gmail integration, deal management, customer support, and automation, giving RCPRO Seguros a centralized way to track clients and opportunities. With Salesmate, the company improved efficiency, strengthened client retention, and grew its business by 40% over four years, while also speeding up operations and reducing missed opportunities.
Rafael Gesswein
Chief Executive Officer