CRM
Manage your team, roles & settings
Invite teammates, set roles, and configure your CRM's interface, pipeline, and connections.
Your CRM's settings are where you bring in teammates and tune how the system works for your business.
Invite your team
Open Settings and scroll to Team. Type a teammate's email, pick Member or Admin, and click Send Invite. The header shows how many of your seats are in use, the member list shows everyone with an Owner, Admin, or Member badge and a Remove action, and pending invites show their expiry with a Revoke button.
Contacts and deals are shared across your team, so everyone works from the same data.
An invite sent from here gives the person their own email-and-password login to your CRM only. To bring someone into your whole Noli team, with their own Chief of Staff and access to your other apps, invite them from your Noli dashboard instead. People who join that way appear here as Admin. See Invite your team, which also explains what is shared and what stays private across Noli.
Roles
The person who creates the team owns it. Only Owner and Admin can invite or remove people. Members use the shared workspace.
Configure your CRM
In your CRM's Settings, you can also:
- Choose your Interface Mode: Simple or Advanced. Simple is the default and keeps the sidebar short. Advanced reveals the rest of the CRM's screens. Under Sidebar Menu you can also hide items you don't use.
- Shape your Chief of Staff under Your Chief of Staff: its name, its Communication Style (Professional & Direct, Friendly & Casual, or Minimal & Efficient), and any custom instructions, so AI drafts sound like you
- Set your pipeline: both Pipeline Mode with its stage list and the Pipeline Automation rules that move contacts forward on their own (see Configure your pipeline stages & automation)
- Connect channels: your calendar, your bulk-email sending domain, and Stripe (see Connect integrations)
- Set your marketing sender: the domain and from-address your bulk email goes out under
- Update your business details or reopen the setup walkthrough, with Edit next to Business Information
To keep AI working after your plan's monthly allowance runs out, add your own AI provider keys once in your Noli dashboard. They cover the CRM too. See Add your own AI keys.