Case Study: Savvy Bird Consulting drives small business growth with Method CRM

Savvy Bird Consulting joins Method CRM in 2019 to streamline QuickBooks lead management

Savvy Bird Consulting, a QuickBooks training and accounting firm, faced a challenge in managing its growing number of leads. The company's owner, Kayla Prusinski, found that mainstream CRM solutions like Salesforce and HubSpot were either too expensive or lacked the necessary data privacy and customization for her small business needs.

The solution was implementing Method:CRM. Using Method's web-to-lead forms and highly customizable workflows, Savvy Bird Consulting automated its lead capture process and could gather specific client information upfront. Most importantly, Method's real-time, two-way sync with QuickBooks ensured data accuracy without duplicates. This allowed the firm to save time, be better prepared for client meetings, and deliver more tailored services efficiently.

Savvy Bird Consulting