Everything around your sales meetings, done for you.

From the first lead to the CRM update: uman plans your week, preps every meeting and writes what comes after. You stay in control of every step.

01 · Plan

Your week, planned. Every block, already prepared.

uman plans prospecting, follow-ups and deal work around your meetings, and does the work up front: accounts researched, contacts found and verified, mails written, preps ready. You open a block and act.

  • Blocks planned around your meetings
  • Every task says why it matters today
  • Room kept for what your meetings bring
uman week view: your meetings first, the work planned around them, and every block already prepared: Prospecting · 3 has 3 accounts researched, 5 contacts verified, 3 mails written and is ready to send
Prospecting· 3✦ Prepared by uman
3 accounts researched
5 contacts verified
3 mails written
Ready to send
Open and send
uman outreach task: a fresh signal, the right person with verified details, the first mail written, ready to send
02 · Prospect

New accounts with a reason to talk now.

Lookalikes of your best customers, with a fresh signal. uman finds the right people, verifies their details and writes the first message.

  • Contact details found and verified
  • The first mail, LinkedIn message or call, ready
  • The rest of the buying group planned in
03 · Prepare

Prepped before you think of it.

Every meeting gets a prep: the account and its market, who’s at the table, the brief and the questions to ask.

  • Participants and decision makers
  • Battlecards for the competitors in the running
  • Content made for this buyer
uman: the meeting, its prep ready; the prep: the account and its market, who’s at the table, the brief, the questions to ask
11:30 – 12:30· Google MeetPrep ready
Northvale InsuranceNew discovery meeting
MLPWMaria Lopez, Peter WalshOpen prep
04 · Meet

The notetaker joins. Or record it on your phone.

The notetaker joins Google Meet, Microsoft Teams and Zoom, or uman uses your Teams transcript. On site, record with the app.

  • Announces itself in the call
  • Teams transcripts as an alternative
  • Keeps recording when your screen locks
05 · Follow up

The follow-up, written before you’re back at your desk.

The mail is written in your tone, with what you agreed. The business case and the comparison are made for this buyer.

  • In your tone, in their language
  • Business case and comparison in your house style
  • You check it and send
uman: the meeting ended and its follow-up is ready; the mail, written in your tone, with the business case and comparison made for this buyer
Meeting follow-up readyNorthvale Insurance · discovery meeting ended 12:15Open
uman CRM update: the fields that changed fill in one by one, each marked with a ✦; the visit report, linked; the source of a value; Review and push after your OK
Filled out by uman
06 · CRM

Your CRM, filled in. You approve.

uman prepares the fields that changed and the visit report. Point at a field to see the source, then push.

  • Old and new value side by side, with a ✦
  • One visit report, linked to the account, deal and people
  • HubSpot, Salesforce, Microsoft Dynamics, Odoo and Teamleader
07 · Deals

Every deal, coached.

Every open deal gets a SPICED score. Deals that stall are flagged with the next step and who to bring in.

  • A SPICED score on every open deal
  • Stalled deals flagged, with the next step
  • The missing person named, the mail ready
uman deal coach: a notification on the Northvale deal, stalled 34 days and the CFO not met yet; the task opens: the CFO, not met yet, the mail to bring him in, already written, and the business case attached to it, made by uman
NNorthvale InsuranceInsurance team rolloutAM
Proposal€120kSPICED
Stalled 34 days · the CFO hasn’t been met yet
Account managementToday · 10:45Account management · 10:45 – 11:15How did uman prep this?
Cross-sell: regional rollout · Orbis Imaging UKOwner AMAlex Morgan
WHY NOWCross-sell
Orbis Imaging UK opens offices in Leeds and London and is hiring 12 account managers.Only the Manchester team uses uman today.
SOURCES · 2Jobs page · 21 OctPress release · 18 Oct
POTENTIAL€60k / yearSales Teams implementationLeeds and London
EmailSuggestedLinkedInCall
FromSends from alex@uman.ai · Gmail
ToSPSteven Price✓ VerifiedSales Director UK & Ireland
Subjectuman for your Leeds and London teams
Hi Steven,Leeds and London open in January with 12 new account managers. YourManchester team already preps every customer meeting with uman andramped its last 4 hires in 5 weeks instead of 3 months.Shall I set up both offices before they start? 30 minutes is enough.Best,Alex
⋯LaterNot relevant✦ Ask uman
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Send mail
Account managementToday · 10:45
Cross-sell: regional rollout · Orbis Imaging UK
WHY NOWCross-sell
Orbis Imaging UK opens offices in Leeds and London and is hiring 12 account managers.Only the Manchester team uses uman today.
SOURCES · 2Jobs page · 21 OctPress release · 18 Oct
POTENTIAL€60k / yearSales Teams implementationLeeds and London
ToSPSteven Price✓ VerifiedSales Director UK & Ireland
Subjectuman for your Leeds and London teams
Hi Steven,Leeds and London open in January with 12new account managers. Your Manchesterteam preps every meeting with uman andramped its last 4 hires in 5 weeks.Shall I set up both offices before theystart? 30 minutes is enough.Best,Alex
⋯Later✦ Ask uman
Skip
Send mail
08 · Accounts

Every change in your accounts, a next step.

New offices, new teams, a merger, a new product line: uman spots it, links it to the offering that fits and writes the proposal, for up-sell and cross-sell.

  • Signals on your own accounts
  • The right person and the message, ready
  • Follow-ups planned if there’s no reply
09 · Managers

Coach on real conversations.

The team’s pipeline from your CRM, and a skills profile per seller from real conversations, shared only with their consent.

  • Team pipeline with SPICED scores
  • Coaching profiles, updated every week
  • Campaigns routed to the right teammate
Team pipelineFrom your CRM
DealStageAmountSPICED
Northvale InsuranceDecision maker missingAMProposal€120k
Orbis Imaging UKAMDiscovery€60k
Halden GroupJRProposal€85k
Vantage groupStalled 21 daysLBNegotiation€140k
AM
Alex Morgan · sales skillsUpdated weekly, from real conversations
Discovery questions
Business case and value
Next steps agreed
Handling objections
The portfolio with a new case study, and the same case in the sales content of the next meeting prep
Portfolio · offeringSales Teams implementation
Product deck 202614 slides
Battlecardfrom 7 deals
Case study · Northvale group rolloutNew
Portfolio · offeringSales Teams implementation
Product deck 202614 slides
Battlecardfrom 7 deals
Case study · Northvale group rolloutNew
10 · Portfolio

What you sell, current in every conversation.

Offerings, cases and content in one place. A new case lands in the next prep and battlecard right away.

  • On-brand content made per buyer
  • Updates reach every prep and battlecard
  • What customers say, back to product and marketing
11 · Impact

Impact you can measure.

uman follows every opportunity it sourced, from the first signal to the won deal, and reads the outcome from your CRM: pipeline per source, deals won and time saved, per team.

  • From signal to won deal, in one view
  • Pipeline and won deals, read from your CRM
  • Time saved per prep and follow-up
ImpactExampleAll teams · since March 2026Connected to HubSpot· synced
From signal to dealEverything that started with uman
Signals and suggestionsnews, hiring and leadership changes1,240
Turned into taskseach for the right seller610
People reachedmail, LinkedIn and calls540
Replies40% of the people reached214
Meetings bookedfrom a uman outreach46
New opportunitiesin HubSpot€612k in pipeline19
Wonin HubSpot€148k5
Pipeline sourcesWhere the first contact came from · €612k in pipeline
Signals€241k39%Meeting follow-ups€225k37%Account suggestions€84k14%Lookalikes of customers€62k10%
How a deal came from umanKestrel Freight · onboarding pilot€18,000Won
SignalKestrel Freight hires 4 field sellers · jobs page · 2 Sep
Task for LotteReach out to Ruth Adams, Head of Sales · 3 Sep
Outreach mail sentLotte confirmed the mail uman wrote · 4 Sep
Reply“Come by on Friday.” · 8 Sep
Meeting bookedFirst meeting · Fri 12 Sep, 14:00
Deal in HubSpotOpen€18,000 · Lotte confirmed it · 12 Sep
WonClosed won, read from HubSpot · 20 Oct
Counts as sourced by uman: the first contact came from a uman signal, less than 90 days before the deal.
Wonin HubSpot5 · €148,0005 deals, read from your CRM
Time saved412 h1,320 preps and 610 follow-ups written for you
ImpactExampleAll teams · since March 2026Connected to HubSpot· synced
From signal to dealEverything that started with uman
Signals and suggestionsnews, hiring and leadership changes1,240
Turned into taskseach for the right seller610
People reachedmail, LinkedIn and calls540
Replies40% of the people reached214
Meetings bookedfrom a uman outreach46
New opportunitiesin HubSpot€612k in pipeline19
Wonin HubSpot€148k5
Pipeline sourcesWhere the first contact came from · €612k in pipeline
Signals€241k39%Meeting follow-ups€225k37%Account suggestions€84k14%Lookalikes of customers€62k10%
How a deal came from umanKestrel Freight · onboarding pilot€18,000Won
SignalKestrel Freight hires 4 field sellers · jobs page · 2 Sep
Task for LotteReach out to Ruth Adams, Head of Sales · 3 Sep
Outreach mail sentLotte confirmed the mail uman wrote · 4 Sep
Reply“Come by on Friday.” · 8 Sep
Meeting bookedFirst meeting · Fri 12 Sep, 14:00
Deal in HubSpotOpen€18,000 · Lotte confirmed it · 12 Sep
WonClosed won, read from HubSpot · 20 Oct
Counts as sourced by uman: the first contact came from a uman signal, less than 90 days before the deal.
Wonin HubSpot5 · €148,0005 deals, read from your CRM
Time saved412 h1,320 preps and 610 follow-ups written for you

It reads what you sell, and the world around every account.

A sales brain built from your decks, cases and RFPs, kept current, plus public sources and your own tools.

What you sell
Product deck 202614 slides
Case study · Northvale group rollout2 pages
RFP answers · insurance38 pages
Sales brainYour offering, cases and content
Around every account
NNorthvale Insurance
News and press2 days ago
Jobs page4 new roles
Annual report2025
Your CRMdeal · proposal
Your meetings and mails6 meetings
What you sell
Product deck 202614 slides
Case study · Northvale group rollout2 pages
RFP answers · insurance38 pages
Sales brainYour offering, cases and content
Around every account
NNorthvale Insurance
News and press2 days ago
Jobs page4 new roles
Annual report2025
Your CRMdeal · proposal
Meetings and mails6 meetings

Works with the tools you have.

See all integrations
CalendarGoogle CalendarOutlook Calendar
MailGmailOutlook
CRMHubSpotSalesforceMicrosoft DynamicsOdooTeamleaderSAP · coming soon
FilesGoogle DriveSharePointOneDrive
Video callsGoogle MeetMicrosoft TeamsZoom
Calendar
Google CalendarOutlook Calendar
Mail
GmailOutlook
CRM
HubSpotSalesforceMicrosoft DynamicsOdooTeamleaderSAP · coming soon
Files
Google DriveSharePointOneDrive
Video calls
Google MeetMicrosoft TeamsZoom