AI Account Coach
Proactive alerts, data-driven signals, and clear action steps for every account. Stop churn before it happens. Grow relationships with confidence.
How the AI account coach works
From alerts to action — your personal coach for every account
Proactive account alerts
uman continuously monitors all your accounts and alerts you when action is needed — declining health, upcoming renewals, or new risks. You never have to chase problems.
- Health monitoring
- Risk detection
- Renewal alerts
- News triggers
Data-driven signals
Every recommendation is backed by real data: annual reports, company news, conversation sentiment, and market signals. No guesswork — just hard data.
- Annual reports
- Company news
- Conversation data
- Market signals
Up & cross-sell opportunities
uman identifies expansion opportunities based on external data like annual reports and news, combined with conversation insights. Know exactly what to propose and when.
- External data analysis
- Conversation insights
- Timing signals
- Relevant offerings
Clear action steps
For each alert, uman provides specific, actionable steps: who to contact, what to discuss, and how to resolve the situation. You know exactly what to do.
- Step-by-step guidance
- Contact recommendations
- Talking points
- Resolution paths
Complete & track
Mark actions as complete, skip for later, or decide if not relevant. Track your progress across all accounts and see how you're improving retention.
- Action tracking
- Progress metrics
- Portfolio overview
- Retention trends
Trusted by sales teams worldwide
See how leading companies are transforming their sales process with uman
After a meeting uman tells you there is also offering A, B and C that you didn't discuss but are still an opportunity. That works really well.
Why sales teams trust uman
- Catch churn risks before they become cancellations
- Know exactly which accounts need attention today
- Spot up & cross-sell opportunities from external data
- Reduce time spent on manual account reviews
- Never miss a renewal risk or champion change
- Get insights from annual reports and company news
- Focus on relationships, let AI handle the monitoring
- Grow accounts with data-driven expansion recommendations
Prep like a machine, sell like a human
Let AI handle the research and prep work — you focus on building relationships and closing deals.
Frequently asked questions
Everything you need to know about uman.
What if I need custom integrations or features?
Enterprise customers can request custom integrations and features. We work closely with large organizations to ensure uman fits seamlessly into their existing tech stack and workflows.
Does uman work for account management, not just new sales?
Yes! uman is designed for the full customer lifecycle. Account managers use features like health monitoring, cross-sell opportunity detection, and customer meeting preparation to grow existing accounts — not just win new ones.
How does pricing work?
uman offers flexible per-seat pricing with volume discounts for larger teams. We have plans for individual sales reps, small teams, and enterprise organizations. Contact us for a custom quote based on your team size and needs.
What makes uman different from other sales tools?
uman is built specifically for complex B2B sales — not just lead generation. We cover the entire sales cycle: prospecting, meeting prep, deal coaching, CRM updates, and account management. Most importantly, our AI understands your specific products and customers.
Is my data secure?
Absolutely. uman is SOC 2 Type II certified and GDPR compliant. We use AES-256 encryption for all data at rest and in transit. We never share your data with third parties, and you can request deletion at any time.
How does uman integrate with my existing CRM?
uman connects with HubSpot, Salesforce, MS Dynamics 365, and SAP CRM through secure OAuth authentication. Once connected, data syncs automatically — meeting notes, deal updates, and activity logs are pushed to your CRM without any manual data entry.