Our Story

From lead tracking to closing deals, our platform was designed to remove the noise, automate the busywork and help sales teams

Get 14 Days Free Trial

Our Mission

Our mission is to simplify and accelerate the sales process through smart automation, real-time insights, and intuitive tools. We aim to help sales teams close more deals with less effort

Our Vision

Our mission is to simplify and accelerate the sales process through smart automation, real-time insights, and intuitive tools. We aim to help sales teams close more deals with less effort

Our core values

Sustainability

At Trilo, we’re committed to form building a smarter future—not just in sales, but for the planet.

Innovation

Innovation is at the heart of everything we do at Trilo. We’re constantly pushing boundaries

Integrity

At Trilo, integrity is at the core of everything we do. We believe in being honest, transparent

The Minds Behind Filo

Behind Filo is a passionate team of sales experts, product innovators

Brooklyn Simmons

UI/UX Designer

Wade Warren

Apps Developer

Robert Fox

Web Developer

Jacob Jones

UI/UX Designer

"At Trilo, our mission is simple — to empower sales teams to work smarter, close faster, and grow consistently.

-Robert Fox Founder & CEO of Trilo

"At Trilo, we’re committed to helping sales teams streamline their workflows, accelerate deal cycles, and achieve."

-Robert Fox Founder & CEO of Trilo

"At Trilo, our mission is simple — to empower sales teams to work smarter, close faster, and grow consistently.

-Robert Fox Founder & CEO of Trilo

"At Trilo, we’re committed to helping sales teams streamline their workflows, accelerate deal cycles, and achieve."

-Robert Fox Founder & CEO of Trilo

Customer reviews

New

Trusted by 2500+ growing companies

4.9

from 2500+ founders

"It’s rare to find a platform that actually cares about your growth and keeps you supported every step of the way."
Leyla Kafie, CPA
Kafie Consulting LLC
"On my very first proposal, I confidently upsold a premium tier. The mindset shift around pricing has been a game-changer."
Samantha Musser, CPA
Owner, Chime CPA
"AccountGroove put everything from CRM, proposal to billing under one roof. What used to take hours now takes minutes."
Max Emory
Time Capital Bookkeeping & CFO Solutions

"On my very first proposal, I confidently upsold a premium tier. The mindset shift around pricing has been a game-changer."
Samantha Musser, CPA
Owner, Chime CPA
"It’s rare to find a platform that actually cares about your growth and keeps you supported every step of the way."
Leyla Kafie, CPA
Kafie Consulting LLC
"AccountGroove put everything from CRM, proposal to billing under one roof. What used to take hours now takes minutes."
Max Emory
Time Capital Bookkeeping & CFO Solutions

"Sending contracts and proposals is so much easier. The team was helpful as I navigated this big change."

Danya Marhamo, CPA, MSA

Tax Specialist, Marhamo Tax Advisor

"AccountGroove put everything from CRM, proposal to billing under one roof. What used to take hours now takes minutes."

Max Emory

Time Capital Bookkeeping & CFO Solutions

"It’s rare to find a platform that actually cares about your growth and keeps you supported every step of the way."

Leyla Kafie, CPA

Kafie Consulting LLC

"On my very first proposal, I confidently upsold a premium tier. The mindset shift around pricing has been a game-changer."

Samantha Musser, CPA

Owner, Chime CPA

"Thanks to AccountGroove, I now sell my services at 3.5x what I used to charge. I should have made this change years ago."

Jake Koontz, CPA

New Age Business Solutions

"Migrated over +1000 clients fast, and I don't need a PHD in AccountGroove to know how to use the system."

Anthony Velocci, CPA

JVA Accountants & Advisors LLC

"AccountGroove helped me package premium offers, streamline my pipeline, and increase my contract value 4x."

Albert Ramos

Founder & Fraction CFO, Stratego

"AccountGroove is the first sales and marketing system built exclusively for accountants who want to scale advisory revenue."

Heather Proctor, CPA

Avondale Advisory

"Integrated seamlessly into my entire techstack from lead-to-paid to my practice management system."

Deziree Bautista, CPA

Bautista CPA Group

"Sending contracts and proposals is so much easier. The team was helpful as I navigated this big change."
Danya Marhamo, CPA, MSA
Tax Specialist, Marhamo Tax Advisor
"Integrated seamlessly into my entire techstack from lead-to-paid to my practice management system."
Deziree Bautista, CPA
Bautista CPA Group
"Thanks to AccountGroove, I now sell my services at 3.5x what I used to charge. I should have made this change years ago."
Jake Koontz CPA
New Age Business Solutions

"Integrated seamlessly into my entire techstack from lead-to-paid to my practice management system."
Deziree Bautista, CPA
Bautista CPA Group
"Thanks to AccountGroove, I now sell my services at 3.5x what I used to charge. I should have made this change years ago."
Jake Koontz CPA
New Age Business Solutions
"Migrated over +1000 clients fast, and I don't need a PHD in AccountGroove to know how to use the system."
Anthony Velocci, CPA
JVA Accountants & Advisors LLC

"Migrated over +1000 clients fast, and I don't need a PHD in AccountGroove to know how to use the system."
Anthony Velocci, CPA
JVA Accountants & Advisors LLC
"AccountGroove helped me package premium offers, streamline my pipeline, and increase my contract value 4x."
Albert Ramos
Founder & Fraction CFO, Stratego
"AccountGroove is the first sales and marketing system built exclusively for accountants who want to scale advisory revenue."
Heather Proctor, CPA
Avondale Advisory

"Migrated over +1000 clients fast, and I don't need a PHD in AccountGroove to know how to use the system."
Anthony Velocci, CPA
JVA Accountants & Advisors LLC
"AccountGroove helped me package premium offers, streamline my pipeline, and increase my contract value 4x."
Albert Ramos
Founder & Fraction CFO, Stratego
"AccountGroove is the first sales and marketing system built exclusively for accountants who want to scale advisory revenue."
Heather Proctor, CPA
Avondale Advisory

Get 14 Days Free Trial

Get ahead with AI lead-to-paid automation.

Start taking steps to reach your firm's goals today.

See how it works

Get ahead with AI lead-to-paid automation.

Start taking steps to reach your firm's goals today.

See how it works

Get ahead with AI lead-to-paid automation.

Start taking steps to reach your firm's goals today.

See how it works