Generate the Leads

Our CRM software for accountants and bookkeepers is essential for lead generation. It captures detailed lead information, tracks sources, and records activities, enabling personalised follow-ups. With this tool, you build meaningful business relationships and enhance your practice’s growth.

  • Captures detailed lead information for accurate targeting and outreach.  
  • Tracks lead sources to refine and improve your marketing strategies.  
  • Records lead activities to enable tailored and personalised follow-ups.  
  • Two-way email integration provides a complete view of communications.  
  • Send one-way SMS messages to enhance response rates effectively.
Free trial
Nomi CRM lead management, three KPIs showing how many new leads generated in last 30 days, how many have converted and what is the top lead source.

CRM software Demonstration

Hello, get ready to experience the power of our CRM software for accountants and bookkeepers through an engaging demonstration video. Witness firsthand how our software seamlessly integrates accounting, bookkeeping, payroll, CRM, final accounts, and self-assessments into one comprehensive system. Explore the user-friendly interface that simplifies your workflow and enhances productivity. Discover how our software streamlines your tasks, eliminates the need for multiple software solutions, and provides exceptional support. Watch the demo now to see how Nomi CRM transforms your accountancy practice with its integrated modules and efficient features.

CRM Software Demo

Create quotes & LOEs in minutes

Improve your accounting practice with CRM software for accountants. Quickly generate accurate quotes using a pre-built pricing system and create letters of engagement with one click, saving time for accountants and bookkeepers.

  • Quickly generate quotes using a pre-built pricing menu.  
  • Ensure accurate pricing with a value-based pricing matrix.  
  • Generate letters of engagement with a single click.
Free trial
Nomi CRM quote process. Screens showing how to select services, how to produce a quote, and what the quote and letter of engagement looks like.

End-to-end onboarding process

Onboarding new clients is simple with our CRM software for accountants and bookkeepers. Conduct digital AML checks, gather compliance data, and set up profiles all in one place. Save an average of 3 hours per client, totaling 720 hours annually when onboarding five new clients weekly. Streamline your client management today!

  • Easy onboarding using a comprehensive all-in-one platform  
  • Submit agent authorisation requests directly to HMRC easily  
  • Minimises errors and saves time with automation features  
  • Performs digital AML checks and collects compliance data quickly  
  • Create and dispatch letters of professional clearance effortlessly
Free trial
Nomi CRM KYC software, showing various different people being approved, declined or shown as pending.

Maintain great client relationships

We provide CRM software for accountants and bookkeepers to strengthen client relationships. Our platform features robust task management, automatic KYC checks, and a unique Fee Protector, ensuring you meet client needs while being fairly compensated for your services.

  • Enhances task management to prevent any oversight or errors.  
  • Automates KYC checks and CS01 for better compliance management.  
  • Safeguards your fees with the innovative Fee Protector feature.  
  • Sends workflow emails to automatically request necessary records.
Free trial
Nomi CRM top features. Document storage with client portal. Timesheets. Tasks & deadlines. Automatic digital KYC and powerful lead generation and client deadline workflows.

CRM & onboarding pricing

Pricing you’ll love, simple and straightforward! There’s no minimum number of users, just pay as you grow. Digital AML checks are an optional extra and can be purchased within Nomi for just £3+VAT per submission when purchased in bulk.

Free trial
£19+VAT
per user, per month
  • Free client portals
  • Send unlimited SMS
  • Store unlimited leads
  • Store unlimited documents
  • Built for accountants & bookkeepers
  • Two-way email integration

What other accountants & bookkeepers are saying

Don’t just take our word for it, here’s what a few existing Nomi users have to say about Nomi CRM.

It is everything a start-up and gro..

"Nomi is a one-stop shop. It offers everything a start-up and growing practice needs in one place - and at an affordable price. I use Nomi for bookkeeping, final accounts, payroll and tax returns. Nomi's CRM module is great for tracking leads right through to onboarding (including pricing, contracting and an AML check function!) The CRM also does company secretarial and practice management, and the job allocation function is useful when I'm working with non-profits. Nomi is the only software I use for submitting self-assessment tax returns, even for clients we work with who use other software. Its ability to automate a lot of the processes and pull information in from HMRC is one of the many things I like about Nomi. My clients love Nomi too, and the app is great!"
AI
Aishat Idris

July 9, 2024

I’ve been using Nomi for the past..

"I’ve been using Nomi for the past year and I must say that I am very impressed with the huge of amount of functionalities. I used the bookkeeping module for quite some time, but I recently got to know the true power of the software when I started doing final accounts and self assessment. All modules are so nicely integrated that I no longer need 5 different software to do the bookkeeping, payroll, CRM, final accounts and self assessments. The best part is the price which is a fraction of other software like Xero or Quickbooks Online."
RV
Robert Vacarusi

April 30, 2024

The Brilliant integration of Auto K..

"Nomi has consistently amazed me with its continual introduction of user-friendly features, and the most recent addition, ""Auto KYC,"" has had a profound positive impact on our customer relations. Managing a clientele of over 6000 individuals poses challenges in keeping track of their identification documents and KYC renewals, which occur every few years. Nomi has brilliantly addressed this issue by incorporating an Auto KYC feature directly into our CRM. This innovative tool automatically sends out reminder emails to our customers as their KYC expiration dates approach. These reminders prompt customers to renew their KYC information independently. Upon receiving these reminder emails, clients can seamlessly update their KYC documents and upload them directly into our system using personalized credentials. This revolutionary feature not only minimizes the need for extensive email exchanges between clients and our data management team but also significantly reduces the time and effort required to collect and store customer KYC documents within our CRM. Kudos to the Nomi team for introducing such brilliant features!"
DG
Drishti Goyal

August 15, 2024

Great accounting and CRM software..

Great accounting and CRM software! Very helpful support team. It is so productive to have just one system that does everything for our accountancy practice.
BA
Bianca Andrus

June 29, 2023

Explore our other products

We recognise the modern practice needs flexibility. Which is exactly how we’ve designed Nomi, due to our modular nature you can pick and choose what modules you would like to use for your clients. Why not check out our bookkeeping, payroll or final accounts & self-assessment modules?

Nomi Bookkeeping software

Discover cloud bookkeeping

Cloud-based bookkeeping software that helps business owners grow, get on top of their finances, make better financial decisions, collaborate with their accountant or bookkeeper and build more profitable businesses. The monthly fee includes linked final accounts, corporation tax and self-assessment submissions.
Find out more
Payroll software icon

Discover cloud payroll

Submit EPS, FPS and P11D to HMRC, file pensions directly to the most popular pension providers and provide your clients with their very own employee payslip portal. Where Nomi has been designed from the practitioners' perspective, we've designed features that provide significant time savings such as bulk tax code downloads, completely automated payroll and email integration.
Find out more

Frequently Asked Questions about Nomi CRM

Got questions about how Nomi CRM can transform your accounting practice? You’re not alone. Here are the answers to some of the most common questions we receive.

  • What is Nomi CRM?
    Nomi CRM is a customer relationship management tool designed specifically for accountants and bookkeepers. It helps manage client relationships, tasks, deadlines, and automate processes like quotes, LOEs, and KYC checks to save time and increase efficiency.
  • How can Nomi CRM improve my accounting practice?
    Nomi CRM streamlines your practice by saving you time in onboarding, task management, and automating standard processes. This allows you to focus more on strategic tasks and growing your practice.
  • Can Nomi CRM help me save time on onboarding new clients?
    Yes, with Nomi CRM, you can save up to 3 hours per new client in the onboarding process. That's an incredible 30 days a year if you onboard just 5 new clients per week!
  • How does Nomi CRM assist with quote and LOE generation?
    Nomi CRM allows you to generate quotes and Letters of Engagement in minutes, reducing the typical time spent on these tasks. It takes into account your pricing structure and the services required by the client.
  • Does Nomi CRM offer KYC checks?
    Yes, Nomi CRM provides automatic KYC checks as part of its features, making compliance checks easy and swift.
  • Can Nomi CRM integrate with other systems?
    Nomi CRM is designed to integrate seamlessly with other modules within the Nomi suite, providing a holistic solution for your practice. This helps to ensure data consistency and reduce manual data entry.
  • How secure is Nomi CRM?
    At Nomi, we take data security seriously. Our CRM platform uses industry-standard encryption and secure protocols to ensure that your data and your clients' data is always safe and secure.
  • Do you offer customer support for Nomi CRM?
    Absolutely! We pride ourselves on offering exceptional customer support. We're here to assist you with any queries or issues you may have with Nomi CRM.
  • Can I try Nomi CRM before deciding to purchase?
    Yes, we offer a free trial of Nomi CRM. It's a great way to see how our CRM tool can benefit your practice before making a commitment.