Nomi CRM Certification

Nomisma is crowdfunding

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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Bookkeeping, CRM, Final accounts, Payroll, Practice management, Self Assessment

Product Update – 14/09/2023

It’s time again to roll out the freshest features and fixes we’ve added to Nomi. What’s new: 7918 – Agent Hub – bookkeeping credits: We’ve added bookkeeping credits to...
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