How combining custom activities with customer journeys fuels accounting software Kashoo's growth

Kashoo is an accounting software provider that uses Ortto to help fuel their growth via successful nudge marketing and customer journey campaigns.

40%

time-based journeys open rate

50%

behavior-based journeys open rate

2x

Industry avg open rate

Kashoo is an accounting software provider that uses Ortto to help fuel their growth via successful nudge marketing and customer journey campaigns.

We wanted our custom activities in Ortto to mirror different actions that our clients would take within our software. These custom activities are all tied to key events in the TrulySmall user journey

Angel Zheng, Marketing Director at Kashoo and TrulySmall Accounting


The Kashoo team was originally using the legacy product Autopilot Journeys. After the release of the TrulySmall product line over a year ago, they moved to Ortto to better manage their customer journey pipeline.

The team needed to employ strategies that would help customers quickly see the value of their products. And they chose the Ortto platform, in particular, because of our custom activities feature and subscription payment management integrations.


About Kashoo and TrulySmall

Kashoo is cloud accounting software built for small business owners. Their TrulySmall™ tools, like the free invoicing tool, are ideal for owner-operators, contractors, freelancers, digital professionals, and any truly small business. Kashoo is one of the world's most popular online accounting apps, with subscribers in over 180 countries.



Launched: 2008

Location: Canada

Industry: SaaS - Cloud accounting software

Size: 20+ employees

Top features

Custom Activities

Custom Activities

With all your data integrated into one customer data platform, you can build custom activities based on any combination of data. Layer payment plan, location, demographic, browser, and action-based data to target with precision.

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Journeys

Journeys

Create customer journeys with Ortto's intuitive and visual journey builder. Automate repetitive tasks and get more time to strategize and optimize.

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Email Marketing

Email Marketing

Automate personalized messages with Ortto's email marketing software. Increase open rates with Ortto AI, track results with advanced analytics, and create beautiful branded emails with ease.

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The final word

Kashoo is dedicated to helping small business owners of all sizes gain better control over their finances and bookkeeping. And Ortto has played a vital role in assisting Kashoo in streamlining the tracking of custom activities and transactions across their TrulySmall customer journeys. 

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