Feature
A CRM that builds itself from your email
Mora creates a record for everyone who emails you, sorted into clients, prospects, personal, and marketing, and keeps each one current from the mail itself. No forms, no data entry, no CRM that goes stale the week after you set it up.
The problem
What gets lost today
Most CRMs fail for the same reason: they ask you to enter and maintain the data by hand. You add a client, then never update the record, and six months later it's a name and an email address attached to nothing useful.
Meanwhile, the real history of the relationship, every request, every promise, every deadline, is sitting in your inbox where you can't see it as a whole.
How Mora solves it
A better way to handle it
Mora reads your mail and builds the client record for you. Each account gets an AI-written brief, a snapshot of the current focus and suggested next action, and a health badge that tells you whether the relationship is on track, at risk, or gone quiet.
Because it's built from email, it stays current on its own. Relationship vitals show how fast a client typically replies and how often you're in touch. Open asks list what they've requested, one tap to make each a task. An owe-reply indicator tells you who owes whom, and for how long.
Step by step
How it works in practice
- 01
The directory builds itself
Mora creates a record for everyone who emails you, sorted into clients, prospects, personal, and marketing, grouped by company.
- 02
Each record stays current
An AI brief, a current-focus snapshot, and a suggested next action are refreshed from the client's mail, with no data entry from you.
- 03
You see the health at a glance
A badge shows on-track, at-risk, or gone-quiet. Vitals show reply time, cadence, and freshness. A deadline radar surfaces what's coming.
- 04
You act from the record
Turn an open ask into a task, send a status update, set account-specific AI rules, or add a note, all from the client page.
What you get
Specific capabilities
- A client directory that builds itself from your mail
- Sorting into client, prospect, personal, and marketing, grouped by company
- Per-client AI brief, auto-refreshed from their email
- Snapshot: current focus plus suggested next action
- Health badge: on-track, at-risk, or gone-quiet
- Relationship vitals: reply time, cadence, and freshness
- Open-asks ledger, one tap to turn each into a task
- Owe-reply indicator: who owes whom, and for how long
- Custom fields, aliases, merge-with-undo, follow-up scheduling
- Per-client AI controls, CSV import and export
In practice
A real example
You open a client you haven't touched in three weeks. Mora tells you the relationship is at risk, that they're waiting on a proposal you promised, that they usually reply within a day but you owe them one now, and suggests what to say next. You didn't enter any of it.
Who it helps
Any business that manages ongoing client relationships through email and has never kept a CRM current: consultants, agencies, professional practices, and client-service teams.
You stay in control
It proposes, you decide
- Mora suggests notes and next actions; you decide what to keep.
- Every AI-written brief is grounded in the client's real mail.
- Merge, edit, and custom fields are yours to manage, with undo.
- Per-client rules let you set tone or urgency for specific accounts.
Questions
About this feature
Do I have to enter client information?
Does this replace a big enterprise CRM?
Can I import or export my contacts?
Related features
- Follow-Up & Commitment Tracking
See what you promised, what clients are waiting on, and who owes the next reply.
- The Built-in AI Assistant
Ask across email, tasks, clients, and notes. It confirms before anything outbound.
- Notes on Everything
Attach context to any client, task, thread, or day, and turn a note into a task.
Built for
- Professional services
A client record and a next step for every relationship, without the data entry.
- Marketing agencies
Turn a shared account inbox into tracked work per client.
- Client-service teams
Route the right mail to the right person and share the work you can see.
See what your business looks like when the inbox organizes itself.
Connect Gmail, give Mora a few minutes with your recent mail, then open Clients and Tasks. Request access and we'll set you up.
