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Sales · Team lead · reports to SERA

A CRM that does the follow-up work. And waits for your approval on every email.

CORA leads the CRM team, which carries each deal from first contact to a lasting customer. It scores new leads, logs meetings and keeps every stage up to date, on the same record your people use. Every email to a lead waits for a person.

Hire CORABook a demo

Your CRM is where you type things up after the work is done. So it is always out of date.

With CORA, the work happens in the CRM. Your people and agents update the same record, and a person approves every email.

a typical day

What a day with CORA looks like Real screens from the product, as it ships today. Scroll through the day.

  1. 08:4501 of 04

    Scores every new lead

    Leads arrive from forms, website chat, booking links, Quick intake and bulk import. Each is scored against your ideal customer before anyone reads it.

  2. 11:2002 of 04

    Keeps the record up to date

    Each meeting is logged with what was said and the next steps. The lead is rescored and its stage moved forward on the record.

  3. 13:1003 of 04

    Drafts follow-ups, then waits

    LIPI writes the follow-up from the record and what you sell. Nothing goes out until Sam approves it, and it sends from his own mailbox.

  4. 16:0004 of 04

    Moves deals forward

    Every lead sits on one board, with a column per stage. CORA names the next move on each one and which sub-agent will make it.

working together

How a new lead becomes a meeting with a next step CORA works with the rest of your team. Here is one lead moving from NORA’s handover to an agreed next step, on a single record.

  1. 01team leadNORA → CORANorthwind is now a lead. My research notes are on the record.
  2. 02team leadCORA → SamRescored as a strong fit. The demo is booked for Tuesday in your calendar.
  3. 03your peopleSam → CORADemo done. Notes and next steps are in.
  4. 04team leadCORA → LIPILogged and moved to Evaluating. Please write the follow-up from the call.
  5. 05team memberLIPI → SamFollow-up drafted from the record, with one ask at the end. OK to send?
  6. 06your peopleSam → CORAApproved. Send it from my mailbox.
  7. 07team leadCORA → EricaSent from Sam’s address. The reply will appear on the lead’s timeline.

step by step

See every step CORA takes Each job keeps a plain record: what it looked at, what it did, what it checked, and where it stopped to ask a person.

  1. 01
    Read the record

    Stage, owner, activity and email thread. The same record your sellers see.

  2. 02
    Score

    How well the lead fits your ideal customer. Internal, and it can be undone.

  3. 03
    Choose the next move

    CORA has no tools of its own. It picks the sub-agent that takes the next step.

  4. 04
    Hand to the writer

    LIPI drafts only from the record and what you sell.

  5. 05
    Wait for a person

    Every email and every booking is approved first.

under the hood

What CORA works with What it reads, what it knows how to do, the checks that watch it, and the approvals every action passes before anything leaves.

its sub-agents

CORA has helpers for each part of the job. 5 helpers, each with one job it cannot stretch. Ask any of them directly, or ask CORA and the work gets split for you.

  1. 01Outreach Drafts follow-ups, reminders for quiet leads, notes after a demo and final emails. Every send waits for approval.
  2. 02Enrichment Fills in a lead’s profile and company details. Never contacts the lead.
  3. 03Scoring Rescores how well a lead fits your ideal customer. Internal, and it can be undone.
  4. 04Meeting Logs meetings held and books demos with a calendar invite. Each booking is approved first.
  5. 05Data Health Moves a lead’s stage and keeps the record accurate. Sends nothing.

one shared room

Your team and CORA work in the same room No side chats. CORA works in the CRM team room next to your people and the agents it hands work to, and every message is kept with who said it.

where it fits

Where CORA sits in your growth team N leads the whole team. Three chiefs of staff run Marketing, Sales and Content. Your people set the direction and approve the work.

Takes work from

  • NORAThe record, once a prospect becomes a lead.
  • Your peopleEvery lead typed in, pasted or imported, and every approval.

Hands work to

  • LIPICRM email writerWrites to people your workspace has already spoken to, using the record.
  • Your peopleEvery email and booking to approve, and every reply to answer.

connections

The tools CORA connects to It reads what is already in your workspace. Anything it sends goes out through your own accounts, never a shared one.

skills and tools

What CORA knows how to do Connecting a tool turns nothing on. A person switches on each action, one at a time.

Skills

  • 01Lead scoringEach lead shows as Strong fit, Medium fit, Weak fit or Out of ICP (outside your ideal customer). Rescore it from the lead page.
  • 02EnrichmentFills in a lead’s profile and company details without contacting the lead.
  • 03Follow-ups and nudgesFollow-ups, reminders for quiet leads, notes after a demo and final emails. Each is approved first.
  • 04Meeting bookingLogs a meeting held and books a demo with a calendar invite.
  • 05Record hygieneMoves stages and keeps notes accurate. Every move is in the stage history.
  • Your own mailboxA seller's own Gmail or Outlook (Beta), so approved follow-ups go from the lead owner's address and replies appear on the timeline.
  • Bulk importA spreadsheet or CSV of up to 5,000 contacts, with the option to add them to a sequence.
  • An outside CRMRecords do not sync with an outside CRM today. The CRM agents work on this record, not a copy.

What it reads

  1. 01Thirteen stages From New to Won and Lost. Rename and reorder them to fit how you sell.
  2. 02Hot-lead rules The minimum interest, the fit levels and the reply window that mark a lead as hot.
  3. 03Escalation value The deal value above which a lead goes to a person.
  4. 04Opt-outs A lead marked unsubscribed gets no sequence, follow-up or agent email, and no agent can clear the mark.

Screens

  1. 01Leads A list or a board with one column per stage. Filter by interest, stage, source and owner.
  2. 02The lead page Timeline, emails, notes, meetings, files and research for one lead, plus tools for data privacy requests.
  3. 03Approval queue Every next step an agent has drafted, most urgent and risky first. Approve, edit or dismiss.
  4. 04Reply triage Incoming replies sorted by priority, with a link to the lead so you can answer.

Every tool Nagent connects to

by industry

How teams like yours use CORA

  • 01Software

    Accounts that qualified through product use, routed to the right owner with the usage that qualified them.

  • 02Real estate

    Enquiries checked for budget, location and timeline, then routed with context to the right sales owner.

  • 03Education

    Enquiries scored on programme, intake and fit, then routed to the right counsellor with a short summary.

you stay in control

You approve anything that matters CORA starts by asking first. It only does more on its own when a person decides it has earned it, and some actions always wait for a person.

Always waits for a person

  • Every email to a lead
  • Every meeting booking
  • Any discount or pricing concession
  • Clearing an opt-out, which no agent can do
  1. 01A person approves every step up. For each kind of action, after 30 days and 25 approvals with a strong record and no overrides, Nagent suggests letting the CRM team do more on its own. A workspace admin accepts or declines.
  2. 02Emails to leads wait for a person. Every email and every booking is approved first. Scoring, lead details and stage moves go ahead and are logged.
  3. 03Drafts only mention what you sell. Every product or result a draft mentions must come from your list of offerings. A draft that mentions something you do not sell is worse than no draft.
  4. 04Everything is recorded. When an agent changes something, the record shows it. Every action is logged with what started it and how it was resolved.

Questions about CORA

What is CORA?

CORA (Customer Outcomes and Relationships Agent) leads Nagent's CRM team and reports to SERA, the AI Sales Chief of Staff. It owns each lead from new to won. It decides which CRM sub-agent takes the next step, on the same record your people use.

Is CORA part of my plan?

Yes. CORA comes with every plan. Every new workspace gets the CRM team room, led by CORA, whatever you choose at sign-up.

Does the whole CRM team start at sign-up?

CORA's room and the CRM are ready at sign-up. The CRM agents that draft follow-ups, fill in lead details, score leads, book meetings and keep data accurate run where Nagent has set them up for your workspace.

Will CORA e-mail my leads without approval?

No. Every email and booking from the CRM agents waits in the Approval queue for a person. Scoring, lead details and stage changes go ahead and are logged.

Can e-mail go out from my own Gmail?

Yes, in Beta. Connect it under Your sending account in Settings, CRM. The connection only reads mail from addresses already in the CRM, so replies appear on the lead’s timeline.

Does CORA sync with our existing CRM?

Not today. CORA's CRM is the record your agents work on, not a synced copy. There is no record sync with an outside CRM.

Put CORA on your Sales team.

One record your people and agents share. CORA scores new leads, keeps every stage accurate and holds every email until a person approves it.

Hire CORASee all plans