Nomi CRM Certification

Krishna Handge

Jun 20, 2022
1 minute read

Learn how to use Nomi CRM including:

Adding and nurturing leads
Producing quotes and proposals
Using value-based menu pricing
How to onboard new clients
Submitting digital AML checks
Producing letters of professional clearance
Ongoing management of clients and contacts

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Book a free 30-day trial or talk to one of our advisor and see how our accounting software can help you manage staff, increase profitability and take your practice to the next level.

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