Case Study: Savvy Bird Consulting achieves streamlined lead management and small-business growth with Method:CRM

How an Entrepreneur Empowers Small Business Owners to Take Control of Their Finances With Method:CRM

Savvy Bird Consulting, run by founder Kayla Prusinski, is a Minnesota-based QuickBooks training and accounting firm that needed a CRM to keep pace with growing demand. After trying solutions like Salesforce and HubSpot that were either too costly or lacked the privacy and QuickBooks integration she required, Kayla adopted Method:CRM (joining the Method:Partner program) because it offered a real-time, two-way QuickBooks sync and fit her small-business budget and workflow needs.

Method:CRM provided a customized CRM with web-to-lead forms, tailored workflows, and two-way QuickBooks synchronization that automatically captures branded lead data (like business vision, QuickBooks proficiency, and service needs). As a result, Savvy Bird Consulting now imports clean, up-to-date accounting data, reduces duplicates and sync issues, shortens meeting prep time by having client answers in advance, and delivers its tailored QuickBooks services more efficiently using Method:CRM.

Savvy Bird Consulting

Kayla Prusinski