Client Management with Nomi CRM software for Accountancy Practices

Team Nomi

Oct 05, 2024
5 minutes read

Accountancy practices face numerous challenges in managing client relationships and operational efficiency. A modern CRM and practice management systems, like Nomi CRM and practice management, addresses these issues by offering a comprehensive suite of tools designed specifically for accountants. This platform enables firms to track leads, manage client interactions and automate essential tasks seamlessly. 

With features like automated KYC checks, electronic contract signing and comprehensive reporting, users can save valuable time and reduce administrative burdens. The CRM also offers tools for task management, deadline tracking and document sharing, ensuring that all client interactions are organised and accessible. 

By integrating these functionalities into one system, Accountancy Practice CRM empowers firms to enhance productivity and focus on delivering exceptional service to their clients. This innovative approach not only improves operational efficiency but also fosters stronger client relationships in a competitive market.

Differences Between CRM and Project Management Software

While both CRM and project management software aim to improve business operations, they have distinct focuses and functionalities:

• Focus: CRM is centered around managing customer relationships, while project management software is focused on planning, executing and tracking projects.
• Functionality: CRM includes features like contact management, lead tracking, sales pipeline management and customer communication. Project management software offers task assignment, resource allocation, project timelines and collaboration tools.
• Collaboration: CRM promotes collaboration between sales, marketing and customer service teams to nurture customer relationships. Project management software facilitates communication among team members working on specific projects.
• Data Analysis: CRM provides insights into customer data, such as buying behavior and trends. Project management software analyses project performance, resource utilisation and team productivity.
• Timeline: CRM takes a long-term approach to building and maintaining customer relationships. Project management software is more short-term, focusing on individual project timelines and deliverables.

While CRM and project management software have different focuses, they can be integrated to streamline processes, improve collaboration and provide a better customer experience. However, some businesses prefer to keep them separate to align with their specific needs and objectives.

Key Features of Nomi CRM

• Comprehensive Dashboard: The dashboard provides an overview of your practice, displaying key metrics such as new leads, conversions and signed contracts. This allows users to monitor performance at a glance and make informed decisions.
• Lead Management: Nomi CRM allows you to capture and manage leads efficiently. You can add new leads manually or import them via CSV. The system tracks lead sources and activities, enabling targeted follow-ups and better engagement.
• Client Onboarding: The onboarding process is automated, including KYC checks and the generation of Letters of Engagement. This feature ensures a smooth transition for new clients while maintaining compliance with regulatory requirements.
• Task and Deadline Management: Users can create and assign tasks to team members, ensuring that important deadlines are met. The system sends reminders for upcoming deadlines related to various accounting tasks.
• Document Management: Nomi CRM facilitates document sharing with clients through secure portals. This feature allows for easy access to important documents, enhancing communication and collaboration.
• Automated Workflows: The platform automates routine tasks such as sending reminders for KYC updates and contract renewals. This reduces manual effort and helps maintain compliance efficiently.
• Communication Tools: Nomi integrates two-way email communication and SMS capabilities, allowing for effective client interactions directly from the CRM.
• Financial Management Features: Users can generate invoices, manage payments and track financial transactions within the platform, ensuring timely billing and payment collection.
• Customisation Options: Nomi CRM offers customisable templates for quotes and engagement letters, allowing firms to tailor communications to their branding needs.

These features collectively make Nomi CRM a powerful tool for accountancy practices, supporting efficient management of client relationships and operational tasks.

Nomi’s CRM & onboarding software pricing

CRM software pricing is designed to be clear and affordable. With Nomi, there is no minimum number of users required, allowing you to pay only for what you need as your practice grows. The cost is £19 plus VAT for each user, per month. This flexible pricing structure makes it easy for firms of any size to adopt the software without a large upfront investment. Additionally, digital AML checks are available as an optional extra, costing £3 plus VAT per each submission when purchased in bulk. This setup allows you to choose the services that best fit your needs while keeping costs manageable.

In conclusion, Nomi CRM is an invaluable tool for accountancy practices looking to improve their operations and client management. With its comprehensive features, including lead tracking, automated onboarding and efficient task management, this CRM empowers firms to work more effectively. The ability to manage documents securely and communicate seamlessly with clients further strengthens relationships and boosts productivity. 

By adopting Nomi CRM, accounting professionals can focus more on delivering quality services while reducing administrative burdens. This innovative solution not only supports compliance and financial management but also positions firms for growth in a competitive landscape. Investing in Nomi CRM is a step toward achieving greater efficiency and client satisfaction in your practice. Get a free trial or book a demo now to experience Nomi’s CRM services and ease your workload.