Nomi CRM Software Demo | Software for Accounting Practice 

In this video, we demonstrate Nomi's powerful CRM software designed specifically for accountants and bookkeepers. Watch as we showcase how our integrated platform simplifies lead generation, client onboarding, and relationship management.
Discover how Nomi CRM captures comprehensive lead details, tracks sources, and enables personalized follow-ups. We'll walk you through our efficient quote and LOE generation process, which utilizes a pre-built menu pricing system and value-based pricing matrix.
Learn about our end-to-end onboarding process, including digital AML checks, professional clearances, and compliance data gathering. See how Nomi can save you an average of 3 hours per new client, potentially freeing up 720 hours annually if onboarding 5 new clients weekly.
Explore our robust task management features, automatic KYC checks, and unique Fee Protector. Experience firsthand how Nomi CRM can transform your accountancy practice, boost efficiency, and help you maintain strong client relationships.
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For more details: www.nomi.co.uk/
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