Solution
For client-service teams sharing the work in one inbox
When a team handles clients together, the risk is things falling between people: a message no one picks up, context one person has and the rest don't. Mora reads the shared mail, builds records everyone can see, and helps route the right work to the right person.
The problem
What gets lost in email
On a team, a client email can arrive and quietly become nobody's job, because everyone assumes someone else has it. And the context of an account often lives in one person's head or one person's sent folder, so coverage breaks the moment they're out.
Assigning work from email means someone has to read it, decide who owns it, and copy it into a task somewhere. That friction is where handoffs get dropped.
How Mora helps
From inbox to organized work
Work made visible
Mora turns email into tasks tied to clients, and team changes appear live, so the work everyone shares is something everyone can see.
Routing to the right person
Mora suggests who each email is intended for and can route a whole category of mail to the right teammate, so messages don't become nobody's job.
Shared client records
Every account has a self-building record with a brief and open asks, so anyone can pick up a relationship without cold-reading the thread.
Assignments and handoffs
Assign tasks with notifications, and draft team handoff notes alongside replies when an email belongs to someone else.
Why it fits
Different from a generic CRM or task manager
A realistic workflow
How a single email plays out
A client emails a technical question the account manager can't answer. Mora suggests it's intended for the specialist on the team, creates a task and assigns it with a notification, and drafts a handoff note. The specialist picks it up with the full account context already in front of them.
The features behind it
What's doing the work
AI Email Management
Every incoming message read, summarized, and sorted by what it actually needs.
The CRM That Builds Itself
A client directory assembled from your email, with a brief and a next step for each account.
Notes on Everything
Attach context to any client, task, thread, or day, and turn a note into a task.
The Built-in AI Assistant
Ask across email, tasks, clients, and notes. It confirms before anything outbound.
Questions
Mora for client-service teams
How complete is the team functionality?
Can we route certain mail to certain people?
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.