Here's what's new in uman — a big update to how you run outreach, and a new way to see which accounts fit.
✅ A new way to run outreach: Contacts & Tasks
Your outreach area is now two purpose-built places:
Contacts — a people-first view. Each contact opens with an activity summary and a full timeline, so you see your whole relationship with a person at a glance.
Tasks — one daily queue of everything due (calls, emails, LinkedIn), grouped Overdue → Today → Later. uman pre-drafts each message; you review, send, skip or reschedule.
A wrap-up when an outreach ends — record how it went (meeting booked, wrong timing, no interest, disqualified) or line up a follow-up.
Start an outreach from a contact — kick one off straight from a person, and pick when it begins (today, or a scheduled date).
💡 Ask uman a question and it can now pull from and point you to individual people, linking straight to their Contacts page.
🎯 See how well an account fits (beta)
An Account Fit column and filter — your account lists now show a Strong / Weak / None fit badge you can sort and filter on. It's an early, experimental feature.
Ask why — click a badge to open the account and ask the assistant why it's a strong or weak fit.
Smarter matching — a company in your own industry is no longer written off as a competitor; it can qualify as a partner or subcontractor, so more accounts show as a fit.
Always a first lead — when a newly fitting account has no timing-based lead yet, uman gives you one best-match lead to start from.
🗓 Meetings
Ongoing meetings stay under Upcoming — a meeting that has started but not finished now shows as upcoming instead of slipping into past.
Meeting edits save reliably — editing a meeting with external or calendar-only guests no longer fails the whole save.
✨ Smaller improvements
A Summary column in your exports (for sales admins) — the offerings, references, inspirations and brands exports each gain a Summary column.
Notes read in order — note timelines now sort by their real date and show the year, so older notes no longer jump to the top.
A Mobile app shortcut in the sidebar — a permanent entry with the download QR code and setup steps, so you can get uman on your phone whenever you're ready.
🔧 Fixes
Cleaner chat answers — the assistant sticks to the facts and drops the salesy hype and self-references.
Linking a contact without contact details no longer errors in the CRM link/sync dialogs.
Private-mode lead viewing — in private-mode workspaces, being on an account lets you view its leads again (to work a lead, you still pick it up first).
Odoo 18 & 19 custom-field sync — relational fields now write reliably instead of silently failing to link.
ℹ️ Heads-up for sales admins: in the meetings export, the Account-managed column is now called Type and shows Deal or Customer. If you have a saved report built on the old column, update it to the new one.
Questions? We're here to help.