← All guidesCRM

CRM: your first contacts and pipeline

Get your contacts in, set up your pipeline, and let the CRM run relationships and revenue.

Your CRM specialist runs relationships and revenue: contacts, deals, a pipeline, email, landing pages, and payments.

Add your contacts

Open crm.noliai.com and add contacts manually, or import a list to get started fast. The marketing system can also push new contacts into the CRM automatically.

Set up your pipeline

A pipeline is the set of stages a deal moves through (for example: New → Qualified → Proposal → Won). Use the default pipeline or adjust the stages to match how you actually sell.

Send and track email

Send email to a contact or deal directly from the CRM and keep the history in one place.

Let AI drive it

The CRM is agentic, it can be operated by AI agents, not only clicked through by hand, so routine relationship work can keep moving without you doing every step.

Tip

Open the CRM once while signed in before inviting teammates, so they join your existing CRM workspace and see the same contacts and deals. See Invite your team.