Accounting firm integrates marketing + CRM and grows billing 40%
A 12-year-old accounting firm professionalized its sales process and went from losing leads to closing 42% of its opportunities.
0x
ROI in 8 months
0%
Close rate
+0%
Billing growth
The situation before De Marketing
An accounting firm with 12 years in the Nuevo Leon market. A 3-person sales team operating without a CRM — follow-ups via WhatsApp and memory. A business-card-style website with no conversion capability.
Leads were lost due to lack of follow-up — the team had no CRM
Spending $5k/month on Google Ads with no results tracking
Generic website that didn't differentiate the firm from competitors
Low close rate (15%) due to unstructured sales process
Client profile
Industry
Accounting firm and tax consulting
Revenue
~$15M MXN/year
Team
3 salespeople (no CRM)
Tier implemented
Inbound + CRM AI
The challenge
“We have leads but we're not closing. How do we integrate marketing and sales to convert more without growing the team?”
The system implemented
Full infrastructure
New differentiating website. Google Ads + Meta Ads restructured with full tracking. Kommo CRM configured with pipelines by service type.
Automation & training
CRM follow-up automations. Sales team training. Winning ad formats identified and scaled.
Pipeline & forecast
System operating autonomously. Visible pipeline with $1.2M MXN in active opportunities. Monthly forecast functional for the first time.
Tools implemented
The numbers speak
Leads per month
3x more volume
Cost per lead
52% reduction
Close rate
With structured process
Visible pipeline
In active opportunities
Follow-up time
Automated
ROI
11x
Billing +40% vs prior year
The numbers speak
Close rate
42%
+27pp vs beforePipeline
$1.2M
Active opportunitiesQualified leads
38/month
+33 vs month 0ROI
11x
In 8 monthsLeads & Revenue — Last 6 months
Month 1
Month 2
Month 3
Month 4
Month 6
Month 8
Month-by-month evolution
Month 1
CRM implemented + Google Ads live
CompleteMonth 2
Pipeline visible for the first time
12/monthMonth 4
Sales process standardized
35%Month 6
End-to-end attribution working
$780KMonth 8
40% billing growth achieved
11xWhat if you had similar results?
What if you had similar results?
Est. leads/month
347
New clients/month
14583
Additional monthly revenue
$1,750,000,000
Estimated ROI
6999900%
Based on real results from the Accounting firm integrates marketing + CRM and grows billing 40% case. Results may vary.
Other real results
Key insight
The problem wasn't generating leads — they were already spending on Google Ads. The problem was that leads were falling through the cracks. Integrating a CRM with follow-up automation tripled the close rate without changing the team. The lesson: before investing more in acquisition, make sure your sales process has no leaks. In accounting firms, where contracts are recurring, every lead you close has extremely high LTV.
Is your firm losing leads due to lack of follow-up?
We integrate marketing + CRM so your team closes more without growing headcount.
The data presented is based on real results from De Marketing clients. Identifying names and details have been omitted for confidentiality. Individual results may vary depending on industry, budget, and market conditions.