Nomisma CRM Certification

Learn how to use Nomisma 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 How to integrate incoming and outgoing email

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Learn how to use Nomisma 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
  • How to integrate incoming and outgoing email

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