After a meeting, add what happened and uman drafts your follow-up: a summary, coaching insights, deal qualification, and clear next steps.
📋 Where to find your follow-ups
Open Sales meetings in the sidebar. Under the Follow up tab you'll find all your past meetings waiting for follow-up. If a past meeting has no recording or notes yet, open it and click Add meeting notes: tell uman what happened and it will generate the follow-up for you.
📝 What you get
Summary and a full transcription.
Coaching insights: what went well and what to improve.
Deal qualification with strengths and gaps, following your qualification framework of choice.
Next steps as ready-to-use tasks.
Offering updates: uman re-evaluates which offerings are relevant based on the conversation.
🔗 Update your CRM
The Update CRM section pushes the meeting notes, deal updates, and next steps to the linked record. Link the deal to your CRM here if it isn't yet. Every push is on demand, with a confirmation, and uman never deletes anything in your CRM.
✉️ Sales content
uman also drafts personalised sales assets, such as a follow-up email you can send straight away.