CRM Founder Pricing

Valid until April 30, 2026 for existing AccountGroove Proposal and Billing community.

Monthly

Annual

CRM Essentials

Automate sales, filter ideal clients and connect your lead-to-paid workflow seamlessly.

$81

/month

+ $497 guided implementation

Key Features

CRM & Deals Pipeline - Track leads, manage opportunities and link proposals in one place.

Unlimited Sales Funnels - Automate deal creation & customize pipeline stages

24 Months of Pre-Loaded Templates - Proven emails, follow ups, automations & campaigns

Email & 2-Way SMS Marketing - Automate, personalize outreach & nurturing sequences

Smart Forms - Branded forms you can send or embed with automated data collection

Calendar Scheduling Automation - Book meetings with clients & team

Tracking & Analytics - Know what’s working across your pipeline and marketing

Unlimited Users - Add your whole team at no extra cost

See all features

SELECTED BY TOP FIRMS

Implementation

Need additional support? Choose your setup level.

Every plan includes guided setup. Firms that want faster launch, cleaner migration, or done-for-you implementation can upgrade their setup package.

*All plans require guided setup to ensure your system works from day one.

Done-for-you

Best for firms that want the system built, migrated, tested, and handed off.

$8,097

one time fee

Select plan

System build +

• End-to-end pipeline setup

• Advanced automations + workflows

• Custom segmentation + routing

• Email/SMS + nurture setup

• 8+ working sessions

• Full data migration + transition

• Advanced integrations (Zapier, n8n)

• Final system handoff + training

System build

Best for firms replacing multiple tools or launching a full lead-to-paid system.

$2,997

one time fee

Select plan

Guided setup +

• Custom pipeline structure

• Advanced automations + workflows

• Custom lead routing + follow-ups

• Email/SMS setup

• List cleanup (unsubscribes, bounces, etc)

• 4-6 working sessions

• Basic migration

• Basic integrations (Zapier)

Guided Setup

Best for firms with a simple pipeline and clean data.

$497

one time fee

Select plan

Includes

• CRM + pipeline setup

• Proposal + billing configuration

• Basic automations

• 1-2 guided sessions

• Light data import support

• Setup support

Growth Services

Accelerate your growth

Once your system is set up, add services to drive more leads and automate inbound.

Paid Ads

Google & social campaigns, managed.

Fill your pipeline on demand

Social DM Automation

Meta & IG automation that books calls.

Turn followers into booked calls

AI Cold Email Campaigns

AI-powered outbound that books meetings.

Book meetings while you sleep

Website & Funnels

High-converting sites for accounting firms.

Convert more visitors into clients

Lead Magnets

Done-for-you systems that attract clients.

Attract ideal-fit prospects

Video Content

Short-form videos that drive leads.

Build trust and authority at scale

Book a call for a quote

Case Studies

Discover how firms grow with AccountGroove.

See how firms like yours are growing on autopilot and streamlining marketing and sales.

We doubled our revenue within over a year of using AccountGroove. The way they set up tiered proposals and automated billing made it effortless to close bigger deals.

Samantha Musser, CPA

Owner, Twofold Financial

2.5x

Revenue in under 1 year

$300K+

Added Revenue in 1 year

AccountGroove helped me package my services into high value offers, streamline my pipeline, and confidently sell premium engagements. Now I'm selling contracts 4x higher.

Albert Ramos

Statego Intel Consulting

$6,900

Avg. monthly contract

Contract value increase

I was juggling HubSpot, Word, and QBO etc. Nothing talked to each other. With AccountGroove, a lead filled out a form, booked a call, received a proposal, e-signed, and paid, in less than 24 hours.

Doug Snyder, CPA

CPA

<24 hrs

Lead-to-Paid

Tools replaced

Every lead used to receive a custom-bid from scratch taking forever to send. Now my pipeline and services are productized and a client receives a polished proposal in under 20 minutes.

Penny Armbruster

1610 Bookkeeping and Consulting

3.6x

Monthly revenue increase

8+ hrs

Saved weekly on proposals

Trusted by hundreds of accounting firm owners

FAQs

Frequently Asked Questions

Get answers to common questions here

What is AccountGroove and how does it help accounting firms grow?

AccountGroove is an all-in-one lead-to-paid platform built specifically for accounting firms. It combines lead capture, AI-powered nurturing, proposals with smart pricing, and automated billing into one system — so firms can attract premium clients, close higher-fee engagements, and get paid faster without juggling multiple tools.

How quickly can my accounting firm get started with AccountGroove?

Does AccountGroove replace my CRM, proposal software, and billing tools?

What size accounting firm is AccountGroove built for?

What is AccountGroove and how does it help accounting firms grow?

How quickly can my accounting firm get started with AccountGroove?

Does AccountGroove replace my CRM, proposal software, and billing tools?

What size accounting firm is AccountGroove built for?