Case Study: Kashoo boosts customer journey engagement with Ortto

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

Kashoo, the online accounting software company behind TrulySmall, needed a better way to manage customer journeys after launching its new product line. After using the legacy Autopilot Journeys product, the team moved to Ortto to help users quickly see value from TrulySmall Invoices and TrulySmall Accounting, especially for new small business customers who were not ready for full accounting software.

Using Ortto’s journeys, email marketing, custom activities, and subscription/payment integrations, Kashoo set up nudges based on key user actions like sending invoices, getting paid, and joining TrulySmall Invoices. This helped them promote features, educate users, and move customers from invoicing into fuller accounting plans, with email open rates close to 40% and improved conversion rates after implementing the campaigns.

Kashoo

Angel Zheng

Marketing Director