Set up branding and localization

Inside noCRM's lead management software, admins can configure the account's branding and localization settings. Follow these steps:

1. Click your avatar at the top right.

2. Go to Admin panel > Account management > Branding and localization.

   

Set the language, currency and time zone

Set the default language, currency, and time zone for the entire account:

• Language: Default language for the account. Users can set their own language individually in Settings > Personal settings.

• Currency: Applies to the whole account. Only one currency can be used, so choose the one that fits all the markets you work with.

• Time zone: Applies to the whole account and affects reminder delivery times, calendar synchronization, and third-party integrations.

Important: Set the correct time zone to ensure reminders and calendar synchronization work properly.

Set the business year and working days

• Business year starts on: defines the start date for sales goals and performance reports (applies to the whole account).

• Working days: only selected days appear when scheduling reminders (default: Monday–Friday).

Note: If weekend days appear greyed out when scheduling a reminder or email, those days are set as non-working days in Admin panel > Account management > Branding and localization.

Upload your logo

Upload your company logo from Admin panel > Account management > Branding and localization (PNG or GIF, landscape format with transparent background recommended).

Manage bookmarks

From Admin panel > Account management > Branding and localization, control which shortcuts are visible to users in the top bar. For each bookmark, choose:

• Everyone: visible to all users

• Nobody: hidden

Note: Your noCRM account URL follows the format https://xxxx.nocrm.io. To change it, contact our team.