CRM Software for small business and mid-sized companies has become an essential need to help them to connect all internal operations and access global business insight to drive global growth and profitability. In case you are looking for a better way to manage and grow your small business then CRM software can make all the difference. There is a number of CRM software to choose from. From a robust CRM software solution to a simple one designed for very small businesses there's a CRM software for you. Nomisma is one of those that are designed especially keeping in mind the need of the present business environments. It is one of the best CRM solutions for small businesses. It is an all-in-one, cloud-based client relationship management solution that has everything you need in a CRM software. It is very easy to use and includes key features like lead generation, contact and opportunity management, sales forecasting, workflow automation, among others.As all-in-one software, Nomisma has everything you need to find and keep customers, do sales and grow your business.Collecting data on past customer behavior is no longer sufficient hence Nomisma provides you real time information about the customer and not just the past history.

Easy to use

Nomisma comprehensive software provide an easy-to-use interface that doesn't require much of prior knowledge nor is there need of any intensive training. Anybody with little bit of computer and basic CRM can easily run it. Read Also: Why Accountants should use Nomisma Solution The software comes with customizable dashboard. The dashboard provides comprehensive reports widgets that offer you a bird's-eye view of how your business is performing. Sales reps can also see real-time summaries of their own numbers and customer data. The dashboard can be customised to show data related to quotas,pipelines, key opportunities, leads, team summaries, sales numbers and much more. It offers lightning fast search and data entry that works effortlessly on desktops, tablets and smartphones.

CRM features in Nomisma

The main purpose of any company buying a CRM software is streamlining the sales process to help the business close sales quickly and easily and thereby increase profits. With Nomisma everything is done in an efficient and automated way, and the software is designed keeping in mind all the information you need to manage contacts, generate leads, turn prospects into customers, run efficient marketing campaigns and many other things. Some of the features offered by Nomisma include:


Nomisma provides you contact management system which lets you do much more than a traditional address book would. Apart from storing phone numbers, addresses and other contact information, it provides a comprehensive detail of each customer. Each customer profile includes all critical data like activity histories, past communications, their deals etc.

Lead generation

Lead-generation is one of the most essential features of any CRM system. Lead generation feature of Nomisma provides you with essential tools that help you to turn prospects to sales opportunities. It also provides you live data from your website to convert them to leads and then to clients. It gives you a clear picture of tracking the leads and all the information regarding though which channel they come from, including social media sites. This helps you to put your marketing efforts in the right direction and have greater impact on your sales. It captures each lead's most recent activities and contact information. It then automatically assigns them to the right sales representatives for timely follow-ups.

Lead management

Nomisma, a cloud based accounting software helps you to manage all the opportunities. Its built in deal evaluation and quotation tools help helps to quickly close. It comes with inbuilt quotation feature that helps you to create detailed PDF quotes with just few clicks and it also automatically imports relevant — like customer information, quantities, pricing, payment terms, delivery information and more. You can then email it to the customer directly from the software itself. It also shows current stage of the deal to help you track activities and alerts you through alert messages about the accounts progress through the sales process.

Email campaign and tracking

The email Campaign and tracking feature of the Nomisma, cloud-based CRM Software for accountants, helps you to create email campaigns with inbuilt-templates and send email to the selected list of subscribers. It also tracks the email results — clicks, opens, unsubscribes, bounces — which are then measured on an engagement scale which help you know your customers' areas of interest. Nomisma gives you the flexibility to choose from a range of predefined templates. The inbuilt template designer helps you to create content, define styles, add images, add tags to match your requirements. Nomisma CRM solution that is power packed with email campaign helps you close more deals in less time.

Contract Management

Contract Management feature of Nomisma helps you to create, maintain and manage contracts as an integral component of the software. It helps you to create multiple contracts for each customer site and each contract can be linked to multiple items. The fixed or diminishing values and times that have been used are automatically updated.

Document Management

Document Management feature of Nomisma is a CRM enhancement that helps you to manage document files and folders within CRM. You can create folders and sub folders to manage document libraries the way you are accustomed to. Read Also: Key Benefits of Nomisma Accounting CRM Software

Fully integrated with Accounts, Books and Company Secretary to avoid duplication of tasks

Nomisma is comprehensive accounting software that is fully integrated with accounts, books and company secretary so that you do not have to repeat the tasks. It fully manages all the data from different sources, integrates it and gives you real time information to avoid duplicity.

Mobile access

With Nomisma access all CRM details on the go with its mobile app feature. Also it is cloud based that means you can log in from anywhere at any time to access all information that you need. The app also includes collaboration feature that helps you to update your team on deal.

100% safe and secure

Nomisma is a really simple cloud-based CRM solution that hosts your CRM which can be accessed online, anywhere and from any device.There’s is no need to maintain backup, and the system is always available, 24 hours a day, 7 days a week, 365 days a year – wherever and whenever you are.

Other benefits

These are just some of the features of Nomisma, but when you will practically use Nomisma you will find that it offers nearly endless possibilities for expanding its core functionalities. It will cater to all your business's unique needs to get the most out of the software.