uman

From preparation to follow-up, and the deals your meetings move forward

Sales meetings and deals

Everything uman prepares for your upcoming sales meetings, section by section.

How uman can help you with your sales meeting preparation

Prepare a sales meeting by hand in four steps: meeting, companies, participants and notes

Prepare a new sales meeting without a calendar connection

How uman prepares you for every sales meeting

Before the meeting

What uman drafts after a meeting and how to push it to your CRM

How uman automates your sales follow up

Your follow-up, notes and CRM updates after a sales meeting

After the meeting

How the uman meeting assistant records your online meetings, and how to choose whether it joins.

The meeting assistant for online meetings

Stop the meeting assistant from joining a call, or remove it from a Microsoft Teams or Google Meet call that already started

Remove the meeting assistant from a call

Choose when the meeting assistant joins your meetings and who uman ignores, and how sales admins set it up for the whole workspace.

Meeting assistant settings

The meeting assistant that records and takes notes in your online meetings

Meeting assistant

Your CRM deals in uman: find them, follow their score and activity, add them to a meeting and update them after the call

Managing your deals

Your CRM deals: their score, activity and updates after each meeting

Deals

Go to the uman website

Go to the app

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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