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Lora AI assistant

The sales expert on your team – just talk to her

Lora turns a spoken or typed sentence into CRM work, prepares your daily priorities in Lora Today, researches companies, answers questions about your pipeline and coaches every deal with proven sales methods. She learns from the knowledge you approve – and always asks before she changes anything.

Lora

Listening…

You

Lora, add Anna Berger from Hofmann Logistics. She wants a demo next week.

Lora

I've prepared a new lead in your Sales funnel and a task to schedule the demo. Create both?

Result in NextCRM · Lead + task · Example

Anna Berger · Hofmann Logistics

  • Stage: New
  • Task: Schedule demo next week
  • Owner: you

You: Yes, do it.

Lead and task created

Lora Today

Your daily priorities – you approve, Lora executes

Each morning Lora checks your leads, messages, tasks, meetings and quotes with fixed rules and prepares a short, ranked list. Every card shows the records it is based on and a prepared next step. You approve, Lora executes.

Example: Lora Today lists three priorities. The first one – a customer whose message has no recorded reply – shows its two sources and a prepared e-mail draft, which is approved and Lora saves it as a draft. Nothing is sent.

Lora Today

Example data

Your priorities, ranked

11 fixed rules check data your CRM already holds and combine it into one list – the highest priority first.

  • New requests without a first answer and messages without a recorded reply
  • Deals without recent contact, deals without a next step and hot leads not contacted
  • Upcoming meetings, quotes to follow up, renewals and overdue tasks
  • Very unhappy customers stay on the list and can't be snoozed

Every card shows its sources

Each card links to the records it is based on and explains why it is on your list.

  • The e-mail, task, meeting or quote behind every statement
  • “Why this?” shows the rule and how the priority is calculated
  • Lora says what she cannot see – for example replies sent outside NextCRM
  • Text written by customers is shown as data, never followed as an instruction

Prepared next steps – you approve, Lora executes

Lora prepares the next step: a task, an e-mail draft, an e-mail, a note or a new due date. Edit it or let Lora write it with AI, approve it – and Lora executes it.

  • Nothing is sent or changed before you approve exactly that content
  • If the situation changes in the meantime, Lora stops and asks again
  • Runs with your own permissions, like doing it yourself
  • Every decision is recorded in a tamper-evident history

Deal Coach

A call plan based on a sales method that fits the situation – discovery, value, negotiation, customer care, re-engagement or MEDDICC for larger deals.

  • A goal for the call, questions you can ask and possible concerns
  • Ideas for respectful answers, a next step to agree and what to avoid
  • Optional AI call plan from the lead's facts
  • Also available in every lead

Made for teams

Sales reps see their own leads, managers see the whole team. Admins decide what Lora Today may do.

  • Snooze, dismiss with a reason and rate every card
  • Approvals inbox and an overview of what your team acted on
  • Ask Lora: “What needs me today?”
  • Works without AI – AI only writes drafts and call plans when you ask

Things you can say to Lora

  • “Create a lead for Marco Rossi, phone +39 333 1234567.”

  • “Remind me to send the proposal to Hofmann tomorrow at nine.”

  • “Set up a funnel for webinar sign-ups with four stages.”

  • “Create a contact form for our website and connect it to the Webinar funnel.”

  • “Draft a follow-up e-mail to Anna about yesterday's demo.”

  • “How many leads came in this month?”

  • “What needs me today?”

  • “Research Hofmann Logistics.”

  • “What's the win chance for Hofmann Logistics?”

  • “Invite Julia to the team as Sales Manager.”

  • “How do I connect WhatsApp?”

  • “Which customers are at risk?”

  • “What's the forecast for this quarter?”

  • “Prepare a quote for Hofmann Logistics.”

  • “Send Anna my booking link.”

  • “Add Marco to the follow-up sequence.”

Lora handles 221 actions for you – across leads, pipelines, tasks, meetings, quotes, booking pages, customers, campaigns, sequences, your team and settings. Many frequent questions are answered instantly, without an AI call. Just say what you need.

How Lora works

  1. You ask

    Speak or type in your own words – in any of the 11 app languages.

  2. Lora prepares

    She finds the right records, fills in the details and shows you a confirmation card.

  3. You confirm

    One click or a spoken “yes”. Changes always need your OK, and destructive actions are never confirmed by voice alone.

Learns your business

Teach Lora once – your whole team benefits

In Feed & Seed, admins and sales managers add product sheets, price lists, processes and FAQs. Anyone can suggest knowledge with “Remember this”. Every entry is safety-checked and reviewed before Lora uses it – so she gets smarter without ever learning the wrong thing.

  • PDF, DOCX, XLSX, CSV, Markdown, TXT, JSON and more
  • Review states: indexed, pending review, on hold, rejected, archived
  • Knowledge stays private to your workspace
  • Learns from your won deals: a won-deals playbook for your workspace
  • Optional, anonymised insight sharing – off by default, owner opt-in only

Preloaded expertise

17 sales playbooks – built right in

Lora brings field-tested sales logic to every conversation, so even new team members follow best practice from day one.

  1. 01 Your first 30 days with a CRM
  2. 02 Pipeline design
  3. 03 Lead qualification: BANT, CHAMP, MEDDIC/MEDDPICC
  4. 04 Lead sources and forms
  5. 05 Follow-up cadences and no-show handling
  6. 06 Cold and warm outreach e-mails
  7. 07 Discovery and demo calls
  8. 08 Objection handling (LAER, Feel-Felt-Found)
  9. 09 Proposals, negotiation and closing
  10. 10 KPIs and forecasting
  11. 11 Managing a sales team
  12. 12 Campaigns and nurturing
  13. 13 Onboarding, retention, NPS, referrals and upsell
  14. 14 Industry playbooks: agencies, B2B SaaS, local services, real estate, coaching, B2B e-commerce
  15. 15 Data hygiene
  16. 16 Responsible AI in sales
  17. 17 Selling on WhatsApp, social and SMS
  18. 18 Sales glossary

Playbooks are written in English; Lora applies them in your language.

Plus 7 Deal Coach methods

Deal Coach prepares a call plan for every lead – goal, questions, possible concerns, the next step to agree and what to avoid – based on the method that fits the situation.

  • SPIN discovery
  • Gap analysis
  • Value proposal
  • Negotiation
  • Customer care
  • Re-engagement
  • MEDDICC qualification

Voice

Hands on the phone, eyes on the customer

Talk to Lora with push-to-talk (Alt + L), a long press on mobile or hands-free mode that ends when you say “Lora stop”. Speech recognition and Lora's natural voice are powered by Google Gemini and work in many languages.

Voice is included in Enterprise and available on every plan with a Managed Voice add-on. On Business and Agency – or with the BYOK add-on – your own Google Gemini key also covers voice; then no voice add-on is needed. Typing to Lora works on every plan. Pricing

Your AI, your choice

Managed AI included – or bring your own key

Every plan includes managed AI credits (one credit is worth $0.01). On Business, Agency, and Enterprise (or with the BYOK add-on) you can connect your own Google Gemini, OpenAI, Anthropic Claude or xAI Grok key – the provider then bills you directly.

Safe by design

Powerful, but never out of control

  • Confirmation first

    Every change goes through a single-use confirmation that expires after five minutes.

  • Role-aware

    Lora can only open pages and run actions your role is allowed to use.

  • Screened inputs

    Messages, files and tool calls pass the application firewall, including prompt-injection checks.

  • Private knowledge

    Your documents and leads are only used inside your workspace.

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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