Client
AccountGroove
Project
Optimization of Revenue Streams for a SaaS Platform
What were the results of our 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. Its all-in-one platform automates proposals, invoicing, payments, and customer management, adapting to various business models
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 technology with purpose
Crombie has been a part of the AccountGroove project 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
Smart reminders and personalize payment streams
Real-time commercial follow-up
UX/UI improvements
QuickBooks integration
Smart management of payments
The tech stack behind the transformation
