Customers are the companies you work with day to day. In uman, you can keep everything about each customer in one place—who you know, what’s happening, and how healthy the relationship is—so it’s easy to stay on top of your accounts.
Add a customer
To add a new customer:
Click Add customer.
Choose the account you want to add.
Click Save.
Once you add a customer, uman automatically enriches the profile with an AI-generated summary, key relationship insights, a relationship history overview, and an initial health assessment—so you can get value right away with minimal manual work.
Customer page
Every customer has a dedicated page, with sections that help you find what you need fast:
Contacts — Everyone connected to that customer
Deals — Active and closed deals
Meetings — Your full meeting history
Offerings — Products or services you’ve installed or discussed
Opportunities — AI-detected signals for expansion or engagement
Timeline — A chronological feed of activity and interactions
Activity Summary — A quick overview with notes and key context
Managing Customer Lifecycle
Remove Customer — This removes a customer and all its data permanently.
Churn Customer — Mark a customer as churned when they've left. This updates their status while preserving historical data for analysis and future re-engagement.
CRM Integration
CRM-related actions (push to CRM, link accounts) only appear when you have a CRM connected to uman.