Your CRM says the live pipeline is worth £412,000. The email record supports £293,000 of it. The remaining £119,000 sits in deals with no recent contact, close dates in the past, or no email thread at all.
Every finding is backed by the email record. Names below are invented for this example.
9 deals have had no email either way for 30 days or more. The largest, Calder Fabrication at £36,000, has been silent for 61 days while sitting in "Contract sent".
£74,000 of pipeline is due to close on dates that have already passed. Forecasts built on these dates overstate this quarter.
Nothing in any mapped mailbox matches these contacts. Either the conversation happens elsewhere, or the deal is not real.
Genuine enquiries worth roughly £28,000 were found in rep inboxes with no matching deal. Revenue the pipeline cannot see.
Deals owned by your top two reps average a reply within one working day, and their stages match the email record 9 times out of 10. The process works when it is followed.
Sorted by days since the last recorded activity. This is the screen you approve before the audit reads anything.
| Deal | Value | Stage | Close date | Last activity |
|---|---|---|---|---|
| Calder Fabrication | £36,000 | Contract sent | 14 Jun · passed | 61 days ago |
| Renshaw Logistics | £22,500 | Negotiation | 30 Jun · passed | 48 days ago |
| Bexley and Frost | £18,000 | Proposal | 12 Sep | 44 days ago |
| Osier Group | £15,000 | Qualified | 26 Sep | 39 days ago |
| Millbrook Foods | £11,200 | Proposal | 21 Jul · passed | 33 days ago |
| Tenby Interiors | £9,800 | Negotiation | 3 Oct | 31 days ago |
| Ashcombe Motors | £8,500 | Qualified | 17 Oct | 30 days ago |
| Verity Print | £7,400 | Proposal | 8 Aug · passed | 28 days ago |
| Lockhart Marine | £6,900 | Contract sent | 24 Oct | 26 days ago |
| Duffield Optics | £5,200 | Qualified | 31 Oct | 24 days ago |
Run the audit whenever you want the real pipeline: before a board meeting, before a forecast call, whenever a number looks too good. Your next audit can also run automatically every month and land in your inbox.
Between audits, SMART Reply keeps the record honest in real time: it reads the email threads behind every deal, flags what needs updating, and a human approves every change.
None of these numbers are 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.
Read-only end to end. Nothing is read until you approve the scope.