Case Study: Presti & Naegele achieves 30–40 new clients a year and streamlined CRM with Quickbase

Presti & Naegele Boosts Client Pipeline with Quick Base

Presti & Naegele, a 30‑year accounting firm serving about 4,000 individuals and businesses, faced difficulty managing client data across multiple versions of QuickBooks. Spreadsheets couldn’t reliably track which clients ran unsupported software, when upgrades were needed, or securely store login credentials, leaving the firm without the CRM insights required to deliver consistent service.

The firm built a centralized CRM app on Quick Base to store contact and version data, secure passwords with role‑based access, run upgrade reports, and automate client notifications. The solution improved productivity and data access, streamlined upgrades and outreach, and helped identify new opportunities—driving an estimated 30–40 new clients per year and increased revenue.

Presti & Naegele

Joe Romano

Partner