Solution
For agencies turning a busy inbox into tracked work per client
An agency inbox is a firehose: revisions, approvals, new requests, and deadlines across every client at once. Mora reads it and sorts the work by client, so nothing from a paying account gets buried under everything else.
The problem
What gets lost in email
At an agency, requests arrive faster than anyone can log them. A client asks for a revision in a thread, an approval comes in as a one-line reply, a deadline moves in passing. Multiply that across every account and things fall through the cracks, usually the small ones that annoy clients most.
Account context lives in scattered threads and in whichever team member happened to handle it. When someone's out, the relationship history is hard to reconstruct.
How Mora helps
From inbox to organized work
Requests become tracked work
Mora pulls revisions, approvals, and new asks out of email as tasks with deadlines, each tied to the client, so account work is visible instead of buried in threads.
A record per account, automatically
Every client gets a self-building record with a brief, health status, and open asks, so anyone on the team can see where an account stands.
Deadlines and follow-ups caught
Dates mentioned in email surface on the calendar, and Mora tracks what clients owe you and what you owe them.
Routing and reply drafts
Mora can suggest who each email is for and route a class of mail to the right teammate, and drafts replies in your voice to keep responses fast.
Why it fits
Different from a generic CRM or task manager
A realistic workflow
How a single email plays out
A client replies "approved, but can we get the new banner by Friday?" Mora reads it, marks the approval, creates a task for the banner due Friday tied to that account, updates the client record, and suggests the teammate who handles their creative. The account lead sees it all without digging through the thread.
The features behind it
What's doing the work
AI Email Management
Every incoming message read, summarized, and sorted by what it actually needs.
Email-to-Task Automation
Requests and deadlines in email become tasks, tied back to the message and the client.
The CRM That Builds Itself
A client directory assembled from your email, with a brief and a next step for each account.
Calendar & Deadline Organization
Deadlines buried in email surface as calendar items you can review, edit, or remove.
Questions
Mora for marketing agencies
Can it handle a shared account inbox?
Does it work across all our clients at once?
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.
