Cora is an AI co-founder and connected business operating system for agencies and service businesses. It connects leads, clients, proposals, projects, approvals, documents and billing in one workspace.

Who is Cora built for?

Cora is built for client-service businesses including performance marketing agencies, design studios, web and development agencies, SEO teams, creative businesses and other service companies.

Is Cora the same product as other companies named Cora?

No. HeyCora at heycora.in builds Cora for agencies and service businesses. Other unrelated products and companies also use the Cora name.

Can I communicate with prospects directly via WhatsApp?

Yes. Launch one-click WhatsApp chats with pre-filled milestone templates, meeting confirmations, and retainer payment reminders.

Can I restrict financial deal values from junior team members?

Yes. Enforce granular role-based access controls (RBAC) to hide deal values and retainer financials while keeping task deadlines visible.

Can I export pipeline data for accounting and sales reviews?

Yes. Export filtered pipeline metrics and deal ledgers directly into CSV, Excel, or CA-ready spreadsheets in one click.

Sales & CRMLive in Product

Lead Management CRM & Visual Kanban Pipeline

Eliminate lead leaks and close high-ticket retainers faster. Convert inbound prospects across web forms, ads, and WhatsApp into structured Kanban deal stages with instant sliding drawer scoping, one-click contract dispatch, and live quarterly revenue forecasting.

3.4x

Lead Conversion Rate

0 Min

Manual Data Entry

100%

Mobile PWA Responsive

Try Kanban Lead CRM Free Pricing Plans

A better way to work

Without Kanban Lead CRM

✕Leads rotting in cluttered inboxes and chaotic WhatsApp chats while competitors close your prospects.
✕Burning $500+/month on bloated enterprise CRMs packed with unused corporate features.
✕Wasting hours on manual spreadsheet math to estimate monthly retainer cashflow and project deposits.

With Kanban Lead CRM

✓Route inbound leads automatically into customizable agency stages: Discovery → Scoping → E-Sign → Retainer Paid → In Sprint → Delivered.
✓Inspect deal context, log call notes, and review quote history instantly using zero-latency sliding drawers.
✓Forecast quarterly agency revenue automatically based on deal probability and milestone completion dates.

The foundation for every workflow

Kanban Lead CRM powers critical operations across your workspace, keeping your projects organized, connected, and moving no matter how complex the production.

Pipeline Velocity

Accelerate Deals with Visual Kanban Stages

Drag and drop deals across tailored agency milestones. Trigger automated client status updates via email and WhatsApp on stage transition.

Neural Knowledge Store142k Context Window Active

99.8% ACCURACY

Raymond Commercial ShootMatched Rate Card: ₹4.5L/Day • Mumbai

RECALLED

Cinema Kit #A (Sony FX6 4K)Calendar Verified: 0 Booking Conflicts

LOCKED

18% GST (CGST 9% + SGST 9%)SAC 998314 • Tax: ₹81,000

CALCULATED

Zero Re-Prompts2h ➔ 8s Drafting Speed

Single Voice Command“Draft shoot proposal for Raymond at ₹4.5L”

AUTO-DISPATCH

Official WhatsApp DispatchCommercial Proposal PDF + UPI Payment Link

✓ SENT

Cryptographic E-Sign EnvelopeSHA-256 Sealed • IT Act 2000 Compliant

READY

Studio Call Sheet & Crew HoldCall Time 06:30 AM • DOP & Kit Locked

SCHEDULED

Zero Admin Overhead1 Command ➔ 3 Live Systems

Zero Layout Shift

Inspect Prospects via Instant Sliding Drawers

Review client requirements, proposal history, and communications in zero-latency side sheets without losing board context.

Revenue Foresight

Forecast Retainer Cashflow and GST In Real Time

Calculate weighted pipeline value, pending GST collections, and incoming quarterly cashflow automatically as deals advance.

Autonomous Resilient Mesh99.99% Studio Uptime Engine

<80ms FAILOVER

Anthropic Claude 3.5 SonnetTier 1: Creative Scopes & Complex Legal Terms

PRIMARY

Google Gemini 3.5 FlashTier 2: Sub-80ms Vector Extraction & Multimodal

ACTIVE

OpenAI GPT-4o EngineTier 3: Parallel Logic & Invoicing Math Auditing

STANDBY

Zero Shoot Downtime100% SLA Guarantee

Legal & Cashflow GuardIT Act 2000 • Section 10A

UPI Dynamic QR

Deal Cycle94% FASTER

22 Mins

Down from 3.4 days

Payment Delay0 DISPUTES

Instant UPI

50% Advance auto-locked

Court-Admissible SHA-256 Electronic Seal

Hash: e3b0c44298fc1c149afbf4c8996fb92427ae41e4649b...

Direct Software SavingsSave ₹2.5L+ Yearly

Omnichannel Ingestion

Capture Inbound Inquiries Across All Channels

Ingest leads automatically from website forms, landing page funnels, social ad webhooks, and direct WhatsApp chats.

Plus, everything you need to get it done

WhatsApp Business Cloud

Automated 2-Way

Captures and replies to commercial shoot inquiries with customized interactive rate card menus.

Meta Ads & Instagram Direct

Instant Ingest

Directly feeds Instagram DM and Meta ad lead forms into your visual deal Kanban pipeline.

Google Reviews & Business Hub

Automated 5-Star

Triggers automated review requests upon successful project completion and final RAW delivery.

NPCI UPI & Payment Gateway

Token Collection

Collects non-refundable date reservation tokens directly inside interactive quote links.

Anthropic Claude AI Deal Scoring

Win Probability

Evaluates inquiry budgets, client company size, and history to prioritize high-value commercial deals.

Section 10A IT Act Digital Vault

E-Sign Registry

Attaches court-admissible commercial master agreements to every CRM deal card with SHA-256 hashes.

Google Calendar Scheduling

Zero Conflict

Enables prospective brands to book discovery calls with automated CalDAV calendar holds.

Stripe Global Card Settlement

International Wire

Accepts multi-currency payments from international agencies with automated FX conversion.

Slack Team Deal Notifications

Real-time Webhook

Broadcasts instant channel alerts when high-value client contracts are signed and advances paid.

REAL-TIME AGENCY INTELLIGENCE

Build custom agency reports and track sprint velocity in real time

Get started. It's FREENo credit card. Free forever.

Agency OS @cora

Search agency workspace... ⌘K

OverviewAnalyticsSprint MilestonesProject Teams

Sprint Velocity98% ON-TIME

Kavya Patel (Lead Dev) • 14 sprint milestones shipped

Active Client Sprints6 CONFIRMED

Raymond Brand Refresh SprintSat-Sun

Titan Dev & Growth SOWTue

Settlement Status100% RECONCILED

₹14,80,000

All 18% CGST/SGST ledger tax filings auto-calculated

THE CORA PLATFORM

Kanban Lead CRM is just the beginning

Kanban Lead CRM integrates natively across the entire Cora platform. E-Sign, 18% GST Invoicing, CRM, Call Sheets, and client vaults unite in a single, high-throughput workspace.