SMART Reply · a capability inside SMART Hub

Turn the inbox into an
approved action layer.

Inbox, finance and CRM action inside SMART Hub.

SMART Reply is the inbox, finance and CRM capability inside SMART Hub. It turns everyday business emails into approved actions, drafting replies, processing invoices and credit notes, updating CRMs, preparing follow-ups, finding context, and keeping business systems accurate from real conversations. A human approves every action, nothing sends or writes on its own.

Laura BennettNorthgate Ltd · key account
CRM · Opportunity
Re: renewal & the extra 20 seats
Thanks for the call, yes, let's go ahead with the renewal plus 20 more seats from July. Can you send the updated quote and a fresh invoice?
SMART Reply · drafted in your company's voice + updates queued

Hi Laura, brilliant news, thank you. I've attached the updated quote for the renewal plus the 20 additional seats from 1 July, and the invoice will follow today. I'll get everything set up your end…

CRM stage → Renewal won · invoice drafted · you approve every action
The problem

The work happens in email. Your systems never hear about it.

Deals get agreed, invoices get promised and details get changed, all in the inbox. Then someone has to remember to update the CRM, raise the invoice and log the supplier. Usually they don't, or not for days.

Your CRM is always out of date

Updating it is manual, so it doesn't happen. Pipeline is guesswork, accounts go quiet unnoticed, and no one trusts the numbers.

Finance admin piles up

Invoices, credit notes and new suppliers sit in the inbox waiting to be keyed in by hand, slow, error-prone, and easy to forget.

Every reply starts from scratch

The context is scattered across systems and people retype the same answers in their own tone, so quality and speed swing wildly.

Where it fits

SMART Hub sees what needs doing.
SMART Reply gets it done.

SMART Reply isn't a standalone email assistant. It's the part of SMART Hub that turns approved work into action, through the inbox, finance systems and CRMs your team already uses.

SMART Reply turns the inbox into an approved action layer for finance, CRM and customer operations.
SMART Hub sees what needs doing. SMART Reply helps get the approved work done through the inbox, finance and CRM.
Three lanes

Inbox. Finance. CRM.

One capability, working across the three places everyday business email turns into work, keeping your systems accurate from real conversations, every action waiting for approval.

LANE 01

Inbox

  • Business email replies in your company's voice
  • Customer and supplier communication
  • Follow-ups, prepared and tracked
  • File and context retrieval
  • Shared inbox support
  • Turning emails into structured actions
LANE 02

Finance

  • Supplier invoices, captured from email
  • Credit notes and payment queries
  • Xero workflows and finance approvals
  • Invoice-to-system processing
  • Supplier communication, prepared
  • Ready to approve, never retyped
LANE 03

CRM

  • HubSpot updates from inbox conversations
  • Salesforce and Pipedrive updates
  • Zoho and Dynamics updates
  • Records kept accurate from real conversations
  • No manual data entry
  • Follow-up preparation

Standing instructions, meeting capture and a full admin portal with audit logs keep every draft and update on your company's policy, tone and access rules.

Who it's for

Every team that lives in the inbox.

Sales & account management Finance & accounts Customer support Operations Founders & leadership Procurement
Prepares work into the systems you already run
Microsoft 365 Google Workspace HubSpot CRM Pipedrive Xero Stripe Salesforce In build Zoho Planned Dynamics Planned
Safe by design

It drafts and prepares.
Your team approves every action.

SMART Reply works from deterministic data, the actual content of the thread and the real records in your systems, never guesses, and it never sends an email or writes to your CRM or finance system on its own. Every reply, every invoice and every record update waits for a person to approve it. Your data stays in your Microsoft tenant, and everything is logged.

Grounded in deterministic data, not guesses Nothing sends or writes without approval Data stays in your tenant Full audit trail

Stop relying on people
to keep your systems current.

Book a demo and we'll show you SMART Reply inside SMART Hub, drafting real replies and keeping your CRM and finance system accurate from the inbox, every action still yours to approve.

Book a demo