đ 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.
đĽ 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.
đŻ 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.
đ 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.
âď¸ 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.
â 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.
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