Nomi CRM Certification

Krishna Handge

Jun 20, 2022
1 minute read

Share On

camylla battani ABVE1cyT7hk unsplash scaled

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

Want to find out more?

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

Free 30-day trial

How to Submit VAT Returns via MTD Software with HMRC scaled

How to Submit VAT Returns via MTD Software with HMRC – [Complete Guide]

The easiest way to submit a VAT return is by using HMRC-recognised Making Tax Digital...

What Making Tax Digital Means for Accountants?

Making Tax Digital (MTD) is one of the biggest changes to UK tax administration in...

crm business company strategy marketing concept scaled

The Impact of CRM software for Accountants in UK Accounting Practices

Accounting firms across the UK are under increasing pressure to manage growing client expectations, meet...

HMRC Recognised Payroll Software: [Features & Updates 2026]

Managing payroll can be challenging for accountants and businesses. From calculating PAYE and National Insurance...

It’s easy to start using Nomi

Simply register for a free 30-day trial today and a member of our team will be in touch to get you up and running.

“The best accounting software on the market”

Start a free 30-day trial
Sign up today to explore the integrated features

Want to chat?

We'd love to hear from you.

Call us
07367020036

Start Free Trial
Try Now

Email
[email protected]

Onboarding That Wins Clients: A Smarter Start For Accountants

Client onboarding is about more than just ticking admin boxes. A smooth, professional client onboarding process sets the tone for your entire working relationship, helping build trust and subsequently...

Find out more

Team Nomi

Apr 12, 2025
3 minutes read

Why Accounting Software integration is essential for modern UK business

Managing business finances should be simple, but many businesses still rely on manual tasks like downloading bank statements, entering data into spreadsheets, and matching payments one by one. These...