How to Invite a Client to the Notabli CRM
Agency Step-by-Step Guide
Inviting a client to the Notabli White Label (notabli.io) custom CRM provides real-time visibility into B2B lead generation and outreach campaigns. There are two sections you can choose to invite them to:
Report Only: Giving them the Activity and Report Link (Can Be found by going to Files - Selecting The Campaign File - ‘Activity & Leads Report’). This Option is non-branded and so will not appear as notabli.
The CRM: They will be able to see a granular, contact by contact, activity being performed. Request Notabli to do this for you by providing the client’s email and we will invite them. This Option is branded as notabli.
Inviting clients into the custom CRM grants them transparent, real-time access to call recordings and pipeline analytics without altering your agency's contractual ownership or profit markups.
While Notabli currently white-labels the delivery service rather than the software interface, agencies retain full contractual ownership and up to 62% profit markups. Agency partners can seamlessly add client users directly through the partner portal to inspect call recordings, analytics, and live pipeline activity.
Executive Brief: Service vs. Platform White-Labeling
All-in-one white-label agency platforms are built to solve the ultimate operational bottleneck: scaling client acquisition and execution without blowing up payroll or managing dozens of fragmented point solutions.
In Notabli's current development phase, agency partners white-label the telemarketing and lead generation service, whilst the custom CRM software interface itself displays Notabli platform branding. Our engineering team is proactively building full platform white-labeling. In the interim, inviting a client exposes the Notabli system branding inside the portal. However, this does not alter the contractual relationship between your agency and your client, nor does it impact your wholesale pricing or commercial retainers.
Considerations About: Inviting a Client to the Notabli CRM
Audit Client Reporting and Governance Requirements
Check Which Access You Should Give Them: Review your client’s master services agreement (MSA) and communication preferences to determine whether live CRM access or scheduled white-label reporting exports are optimal. As the client will see notabli branding on the portal, it’s worth considering alternatives:
Report Only: Giving them the Activity and Report Link (Can Be found by going to Files - Selecting The Campaign File - ‘Activity & Leads Report’). This Option is non-branded and so will not appear as notabli.
CRM: They will be able to see a granular, contact by contact, activity being performed. Request Notabli to do this for you by providing the client’s email and we will invite them. This Option is branded as notabli.
Brief Your Client on Infrastructure Tooling
If you are going to go with the portal or CRM option, you should inform the client that your agency deploys Notabli as its proprietary dialing engine and sales intelligence platform. Frame the portal as your agency's specialist technology infrastructure stack.
Key Features & Portal Architecture
Portal Features & Transparency
Live Call Recordings: High-definition recordings of outbound sales conversations and lead discovery calls.
Lead Qualification Pipeline: Transparent disposition tracking (e.g., Qualified Meeting, Callback Requested, Unqualified).
Campaign Velocity Metrics: Connect rates, talk time, and appointment conversion figures benchmarked against industry averages.
Pricing & Legal Protections
Contractual Ownership: Inviting a client to the CRM has zero legal or contractual impact on your agency agreement. Notabli operates strictly as a backend infrastructure partner.
Protected Agency Margins: All intellectual property rights, commercial agreements, recurring retainers, and client communications remain under your agency’s governance.
Frequently Asked Questions
Does inviting a client affect our agency's contractual agreement?
No. Inviting a client to the CRM has no legal or contractual impact on your agency agreement. Notabli operates strictly as a specialized backend infrastructure and fulfillment partner. All retainers and client relationships remain 100% agency-owned.
What live data does the client see inside the custom CRM?
Clients can view live call recordings, lead qualification statuses, connect rates, and appointment metrics for their campaign. Wholesale costs, partner margins, and other agency accounts remain completely masked and isolated.
How to Launch a Telemarketing or B2B Outreach Campaign
Submit a Quote Request: Log into the partner portal at notabli.io/quote and submit your client’s target industry, goals, and data parameters.
Review Your Campaign Plan: Receive a proposal complete with matched agent profiles, industry benchmark conversion rates, and wholesale pricing.
Onboard & Approve: Accept the quote, complete the guided discovery questionnaire, and upload scripts or brand guidelines.
Track Live Results: Monitor calls, listen to recordings, and download white-labeled reports directly from your dashboard as outreach begins.
