Nomi CRM Certification
Jun 20, 2022
1 minute read
1 minute read
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 or talk to one of our advisor and see how our accounting software can help you manage staff, increase profitability and take your practice to the next level.
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