Turn every phone call into a lead
Stages, follow-up tasks and your CRM, so no call ends without a next step.
Use simple stages
| Stage | Means |
|---|---|
| New | On your list, not spoken to yet |
| Contacted | Spoken to, nothing decided |
| Interested | Keen on the next step |
| Booked | A time is set |
| Won | They’re a customer |
| Lost | Not now, or asked not to be called |
A call only moves a lead forward, or to lost. A later “just looking” call shouldn’t drag an interested lead back to contacted.
Make the task during the call
The follow-up you write while you remember the call is the one that happens. A call back gets “Call Mere back” on the next business day; an interested lead gets “Follow up with Mere”. Ora does this automatically after every call, and never makes the same task twice.
Send it where you work
- Zapier or Make: catch Ora’s webhook and create or update the contact in HubSpot, Pipedrive, a Google Sheet or anything else.
- JENA: NOVA’s AI employees can pick up the lead and draft the follow-up email for you to approve.
- Your own system: an API and signed webhooks for every new lead and task.
Match people by phone number, so a second call updates the same contact instead of adding a new one.
Questions
How do I stop calls falling through the cracks?
Give every caller a stage and create the follow-up task during or straight after the call. Ora does both automatically.
Can Ora send leads to my CRM?
Yes, through Zapier, Make, JENA, or our API and signed webhooks.
Will a second call create a duplicate lead?
No. Ora finds the lead by phone number and updates it.
Try Ora on your own business.
Set it up free and practise calls in your browser. Or ring Veronica, our own Ora, on 09 873 4723.