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14 September 2026 - Effortless CRM sync, smarter contacts & quicker lead actions

What's new in uman: smoother CRM syncing and contacts, sharper leads, more useful meeting prep, and several fixes.

🔄 A smoother CRM experience

  • CRM sync opens automatically: right after you link a CRM contact, the sync screen opens on its own whenever there's something to reconcile, so there's no more hunting for the button.

  • Sync from anywhere: CRM sync is now available on every contact view, including the contact details panel. First and last names are synced too, filling in a blank name without ever overwriting an existing one.

  • Faster CRM creation: when you create a deal or contact in your CRM from uman, the matching account is now pre-selected for you.

👥 Your contacts

  • Richer contact chat: chatting on a contact now draws on the notes you've logged and their outreach history, not just their profile.

  • Filter shared contacts by owner: when viewing your team's shared contacts, narrow the list to a specific colleague's contacts.

🎯 Sharper leads

  • Accept leads from the list: you can now accept a lead straight from the leads list, on its own or several at once, and assign or unassign yourself in one click.

  • Filter by headquarters: narrow your lead search and export by headquarters location.

📝 Notes and meeting prep

  • Upload audio into a note: alongside live dictation, you can now upload an existing audio file and turn it into a note. Uploaded audio comes back as a summary, while live dictation stays a word-for-word transcript.

  • More useful meeting prep audio: deal briefings now focus on your two weakest qualification points, and account briefings walk through the full recap of your last two meetings with that account.

⚙️ Settings

  • See auto-excluded domains (workspace admins): your deal-exclusion settings now show the internal domains uman excludes automatically, listed separately from the ones you added yourself.

✅ Fixes

  • Account summaries stay current: an account's activity summary now refreshes after a meeting logged on one of its deals.

  • Accurate meeting status: a meeting now shows as recording while it's being captured, instead of getting stuck on "Data missing".

  • Outreach in the right language: outreach is now written in your contact's detected language instead of defaulting to English.

  • The right role in generated content: uman now uses a contact's actual current role rather than their LinkedIn headline, so marketing phrasing no longer slips into what it writes.

  • Correct dates on presentations: generated presentations now show the current date on their slides.

  • Cleaner copying: copying an outreach message no longer accidentally includes the "Copy" button label.

Questions? We're here to help.

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