Client

AccountGroove

Project

Optimization of revenue streams for a SaaS platform

A partnership that boosted revenue management through automation

AccountGroove is a U.S.-based company with a global presence, transforming the way companies and agencies manage service revenue. Its all-in-one platform automates proposals, invoicing, payments, and customer management, adapting to various business models. Since the beginning, Crombie has supported the client as a strategic partner, understanding their goals and needs to drive growth.

What were the results of this collaboration?

More conversions

The system enables sending personalized proposals with a modern visual experience, replacing traditional attached PDFs.

85% faster payments

Payment data is collected before signing, automating collection and accelerating invoicing.

Process automation

Tasks such as sending proposals, payment reminders, and issuing invoices were digitized, saving operational time.

Processes 10x faster

AccountGroove’s personalized templates allow proposals to be generated in minutes, ensuring consistency and building trust in pricing.

Global expansion

Multiple features were developed, simplifying the client’s international growth.

AccountGroove’s challenge

AccountGroove started as a CRM focused on accountants and professional service providers. From the beginning, Crombie supported the creation of the platform with the goal of simplifying client and revenue management. The challenge included integrating tools such as Stripe and QuickiBooks, improving proposal conversion, and reducing the operational load through an agile, automated experience.

The solution: business understanding and purpose-driven technology

Crombie has been a part of the AccountGroove projects since day one. We developed an MVP and gradually added new features and improvements that fueled their continued growth.

Features and project milestones

Proposal automation and invoicing

A system was developed to send personalized proposals, manage payments, and issue invoices.

Smart reminders and personalize payment streams

Automated alerts were set up for payments and due dates.

Real-time commercial follow-up

Users can track the status of each proposal and optimize their revenue stream.

UX/UI improvements

The user experience was improved with a more intuitive design, making navigation and daily use of the platform easier.

QuickBooks integration

Integration with QuickBooks was initiated to simplify accounting, enhance traceability, and centralize financial information.

Smart management of payments

Unique, monthly, or scheduled payment schemes were enabled, tailored to the diverse services offered by AccountGroove users.

The tech stack behind the transformation

How did we do it?

Through a solid and strategic collaboration, the platform was tailored to the real needs of the business and its users. With commitment and innovation, we continue to drive its ongoing evolution.