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Platform / Mail

Your inbox, connected to your clients.

Connect Microsoft 365 or Gmail to your CRM. Summarise email threads, prepare replies and automate follow-up with client-linked conversations and history trails.

See Mail in action
  1. 01Connected inbox
  2. 02Client & insights
  3. 03CRM follow-through
Mail

Keep the useful
context close.

  • Sync your mailbox and see each client’s conversations in their CRM record
  • Summarise threads and prepare client updates or material for reports
  • Turn an email into a CRM note, task or follow-up, and keep the record current automatically

“Which client emails still need a reply this week?”

Review the conversations linked to each client, then draft and send your reply. You approve every message before it goes out.
Mail with Reply, AI reply, AI Summary and Ask Hanna · actual app capture · synthetic demo data

Keep the work connected.

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A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action