Sales Partnerships Rodina Software already partners with Salesforce and Sage Intacct, presenting an opportunity to expand co-sell efforts with these ecosystems and target firms using or evaluating these platforms for client portal, billing, and PSA integrations.

Financial Ops With a revenue range of 1M-10M and a focus on faster collections and auditable client management, approach mid-market accounting and professional services firms that struggle with manual billing, scattered documents, and spreadsheet-driven processes.

Digital Client Experience Target firms seeking modernization of client portals and secure document access; emphasize benefits of a branded, Salesforce-native client portal that consolidates invoices, payments, documents, and notifications to improve client trust and operational efficiency.

Implementation Expertise Leverage Rodina’s combined product and implementation experience across lead-to-cash systems to position as a managed pathway for firms migrating to or optimizing CRM-PSA integrations, potentially unlocking additional services or advisory engagements.

Growth Signals Recent channel partnerships indicate a partnership-first go-to-market; identify similar firms or channel partners in ERP/CRM ecosystems to create a partner-led outreach plan targeting mid-market professional services firms.