Accounts are the companies you want to do business with. Your prospects and your existing customers live in one list, so you can track your whole target market in one place. uman researches every account you add and keeps an eye on it for new business and expansion opportunities.
🎯 Prospect or customer?
Every account has a type: Prospect (a company you'd like to win) or Customer (a company you already work with). You can see the type in the list and change it at any time, so when a prospect becomes a customer you simply update the label and keep the full history.
➕ Add accounts
Click Add account (top right), then choose what to add.
Add prospects
Search: type a company name or paste a LinkedIn URL.
Filter the account database: combine industry, headquarters, and company size to find companies that fit your target market.
Find similar companies: start from a company you already work with and let uman suggest lookalikes.
Import from CSV: add prospects in bulk by uploading a file with LinkedIn URLs.
You can select several companies before adding them. Your selection is kept while you search, and the button shows how many you've picked.
Add a customer
A short wizard lets you add context that helps uman understand the relationship: Company, Owners, Link to CRM, Notes, and Offerings. Only the company is required; everything else is optional and can be added later.
Good to know: if the company is already an account in your workspace, uman tells you and adds it straight to your personal list, no wizard needed.
🔗 Connect an account to your CRM
Link an account to your CRM when you add it (the Link to CRM step) or any time from the account page. On the account, use Link to company to connect an existing record, or create a new one from uman. The button names your workspace's own CRM. Linked accounts pull in what your CRM already knows and show a CRM indicator.
✅ What happens next
Adding runs in the background: you'll see it in Recent activity and can keep working. A new account shows "Setting up this account" for a few minutes before the research and opportunity signals appear. uman refreshes each account's research automatically, so what you see stays current.
📋 Manage an account
Open an account to see everything in one place: the research summary and key points, sentiment, contacts, deals, sales meetings, offerings, notes, and a timeline of all activity. You can also ask uman questions about the account right from this page.
Read the account's sentiment
Sentiment is an at-a-glance read of how strong the relationship is, shown at the top of the account with its key drivers. Five levels: Strong, Positive, Neutral, At risk, Critical. It's based on real activity (meetings, deal momentum, outreach, and the feedback that comes up in conversations), so a brand-new account has no sentiment until there's some activity. You can also filter the accounts list by sentiment.
Notes and activity
Add note: capture context on the account (history, agreements, things to remember). Notes appear in the Activity summary and feed uman's understanding of the relationship.
The Activity summary builds itself once there are meetings, deals, or outreach on the account.
The Timeline shows everything that happened, from new signals to meetings, in order.
Keep your list clean
Mark as prospect / Mark as customer: change the type (also works in bulk).
Add to my accounts / Remove from my accounts: manage your personal list. If you're the only person managing an account, removing it permanently deletes the account and all its data (uman warns you first).