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CRM Software: Create Long Lasting Relationship with the Customers

Nomisma CRM software is a powerful tool that helps in finding new leads, follows up with the potential customers and provides better services. It also helps the professional accountants in easily tracking, storing and managing all documentations in a single system. Nomisma provides the feature of full integration and also its contract set up feature helps in removing unnecessary paper work, setting up of contracts & process orders without leaving the system.

CRM Software

Features of CRM for Accountants

Feature
Campaign Management

Devise, schedule and run marketing campaigns for your services or events

Feature
Lead Capture

Keep a record of all those potential clients visiting your website, emailing and calling so you can turn an enquiry into a paying customer

Feature
Lead Management

Helps you stay on top of new business leads. Creating a clear and structured path to turning those prospects into fee paying customers

Feature
Workflow Management

Our workflow management feature shows exactly which parts of a task have been completed so you never miss another deadline. No Missed Deadlines + No Fines = Happy Clients!

Feature
Time and Fees

Improve your cash flow and eliminate lost revenue. By have an accurate record of time taken for each job

Feature
Time Sheets

Accurately record and cost time, expenses and billings against clients or projects

Feature
Document Management

Easilytrack, manage and store all of your documentation using our system

Feature
Reporting

Powerful in depth reports covering all Practice Administration functionality

Feature
Contract Templates

The contract setup feature cuts unnecessary paperwork and means you no longer have to leave the system to setup contracts and process orders

Feature
Full integration with Nomisma modules

Once that lead becomes a client just tell the system whether it’s a company, partnership, bookkeeping or self-assessment work and have all the data relevant data at your finger tips

Start 14-day free trial

Nomisma software is fully compliant with HMRC's iXBRL filing system and ensures control and security of your clients data.

Recent Blogs

To keep yourself updated, do check our latest blogs & product updates

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