SMART Reply reads the email threads behind every deal, flags what needs updating, spots the opportunities that never made it in, and keeps your CRM accurate without chasing anyone. A human approves every change.
Agentic where it investigates. Controlled where it acts.
SMART Reply watches the gap between your CRM and your inbox, prepares the fix, and waits for your approval.
Plus Outlook and Gmail mailboxes. Nothing to replace, nothing to migrate.
Reps update deals by WhatsApp or Slack, and ask the business anything from Slack.
Not because your team is careless. Because the truth lives in email threads, and keeping the CRM in step with them is a job nobody has time to do.
Deals sit in stages they left weeks ago. Close dates roll forward untouched. New enquiries never make it in. By forecasting time, the numbers on the screen and the deals in the inbox are two different stories, and the board is looking at the wrong one.
SMART Reply reads the thread behind every deal and keeps the record straight:
SMART Reply follows the email threads behind your deals, in Outlook or Gmail, as they happen.
It catches the moment the CRM and reality part company: a slipped date, a stalled deal, an enquiry that is not in the pipeline.
It prepares the exact update: new close date, stage, a note that says why. Reps can send theirs by WhatsApp from the car park.
Nothing changes in your CRM until a human says yes. Every update is reviewed, approved and logged.
Human in controlThe free CRM audit compares your pipeline against the real email record and shows you where they disagree. Setup is two connections and we walk you through it together on a call. And it is not a one-off: run it whenever you want the real pipeline, have it re-run automatically every month, and SMART Reply keeps the record honest in between.
Connect your CRM and your mailbox. A few clicks each, on the call, with us. Nothing is read at this point.
Before anything runs you see a preflight screen: the exact date range, how many deals, and what will be looked at. The audit only starts when you approve it.
Your report shows which deals are stale, where close dates have quietly become fiction, and what your pipeline really looks like. Yours to keep, whatever you decide.
Your CRM says the live pipeline is worth £412,000. The email record supports £293,000 of it.
Read-only end to end. The audit never writes to your CRM or your mailbox.
An email lands, SMART Reply knows which deal it belongs to and what changed. The update is prepared and waiting for a yes.
A genuine enquiry sitting in someone's inbox is revenue your pipeline cannot see. SMART Reply raises it as a new opportunity.
Your rep sends one WhatsApp or Slack message after the meeting, confirms with a YES, and the deal is updated. No laptop, no forms, no Friday backlog.
The audit backfills the missing history, then every email to and from the customer, sent and received, is logged against the right contact and deal, attachments included. Quotes and contracts land on the record. Nobody files anything.
Drafts written from the full thread and the CRM record together, in your voice, ready to review and send from your own inbox.
SMART Reply builds a knowledge base on each account and answers in the method your team already uses: MEDDIC, SPIN, BANT, Challenger, or your own.
For every salesperson, SMART Reply prepares the review pack: what they have closed this year, their live pipeline, the value at risk and why, and the questions the evidence raises, checked against MEDDIC or your own methodology. No more "talk me through your deals". You ask about the right deals, with the facts in front of you.
Your numbers are never written by AI. Every finding is worked out from the record, an email, a date, a CRM field, the same way every time, and every claim traces back to the evidence. AI writes drafts for you to approve. It never writes your pipeline.
The audit works from the envelope: who wrote to whom, when, the subject and the first line. Never the message body, never attachments. And only for people who are already contacts in your CRM. The rest of your inbox does not exist to us. If you later switch on CRM logging, emails and attachments are filed into your own CRM, and nowhere else.
SMART Reply learns your business once: your products, your pricing rules, your best answers to objections, and how you sound. Every draft, for every rep, is written from that same knowledge.
Built from your documents, your website and your best emails. Learned once, used in every draft.
Sits on top of the CRM you already run. Nothing to migrate, nothing to replace.
Discounts above 10 percent need commercial director sign off.
"We already have a CRM" - we keep it honest, we do not replace it.
Harper and Vale cut quote turnaround from 5 days to 1.
Plain English. Short sentences. No jargon.
Morning Wendy,
Good questions. Answers below.
On setup: we sit on top of your existing CRM, so there is nothing to migrate and your team keeps the tools they already know.
On results: Harper and Vale cut their quote turnaround from 5 days to 1 once their team moved onto this.
On price: I can hold 10 percent for this quarter. Anything deeper needs sign off, so let me ask today and come back to you tomorrow.
Shall we take 20 minutes on Thursday to close this out?
Tom
Highlighted lines come straight from the knowledge base. Same facts, same voice, whoever is sending.
SMART Reply is the sales capability inside SMART Hub, the platform that connects the systems your company already runs on, turns their signals into priorities, and keeps a human in control of every action.
Explore SMART Hub →The same watch-and-prepare pattern across the rest of the business, from receivables to reviews.
Ask about your own business from Slack or Teams and get answers built from your real data.
Investigation is automatic. Action always waits for approval. That rule holds across the whole platform.
Start with the free audit. See what your CRM has been hiding, then decide.