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NextCRM

Tasks & team

Keep every follow-up – and every teammate – on track

Tasks, roles and dashboards that keep a sales team aligned, from the first hire to several companies.

Lora turns “Remind me to call Anna on Friday at 10” into the task “Call Anna Berger”, due Friday 10:00. Two other tasks with assignees and due dates are ticked off, and a team dashboard shows won leads per teammate with their roles.

Tasks & team

Example data

Tasks

Tasks with assignees, due dates, priority, files and comments – created in a click or by voice.

  • Link tasks to leads and campaigns
  • Files up to 25 MB and comments
  • Archive and restore

Roles and invitations

Invite people by e-mail and give each the right role: Workspace Admin, Sales Manager, Marketing, Finances, and Sales Team.

  • Each role sees only what it needs
  • Seats included per plan, more as add-on
  • Lora respects the role of whoever is asking

Several businesses, one login

Run separate workspaces for companies, brands or clients and switch in a click. Data, team and billing stay separate.

  • Workspace switcher
  • Full workspace data export
  • Dashboards with pipeline, revenue and team performance

Launching soon

Get first in line for Lora

Early sign-ups get access first. We send one e-mail when doors open – then Lora takes over your busywork from day one.

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