CRM Software for Accountants

Take control of managing your client relationships with our very own Practice Administration system.
Grow your business by capturing and managing leads effectively, issuing documents and managing existing client relationships from within the Nomisma system. Track email campaigns and produce detailed reports.

Upcoming features include:

Campaign Management - Devise, schedule and run marketing campaigns for your services or events.
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.
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.

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!
Time and Fees - Improve your cash flow and eliminate lost revenue. By have an accurate record of time taken for each job.
Time Sheets - Accurately record and cost time, expenses and billings against clients or projects
Document Management - Easilytrack, manage and store all of your documentation using our system.

Reporting - Powerful in depth reports covering all Practice Administration functionality
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.
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.