CRM Meeting Follow-up
uman automatically summarizes every sales conversation, generates follow-up content, updates your CRM, and captures product feedback — so you can focus on selling, not admin.
Everything that happens after your meeting
Connect your meeting tool — uman handles the rest automatically
Meeting summary & smart next steps
Automatically captures and summarizes every sales conversation. Get a concise overview of what was discussed, key decisions made, and clear next steps — all generated within minutes after your meeting ends.
- AI-generated summary
- Action items extracted
- Follow-up email draft
- Personalized next suggestions
Sales coaching insights
Get real-time feedback on your sales performance. Understand your talk-to-listen ratio, objection handling effectiveness, and areas for improvement based on proven sales methodologies.
- Talk ratio analysis
- Objection handling score
- Engagement metrics
- Improvement tips
Deal qualification & scoring
Automatically assess deal health after every conversation. BANT, MEDDIC, or custom qualification frameworks applied to give you an objective view of where your deal stands and what's missing.
- BANT/MEDDIC scoring
- Risk identification
- Missing information flags
- Win probability
Auto CRM updates
Stop spending hours on CRM admin. Meeting notes, custom field updates, deal stage changes, and activity logging happen automatically. Your CRM stays accurate without the manual work.
- Custom field mapping
- Meeting notes synced
- Activity auto-logged
- Next steps suggestions
Product feedback collection
Every customer conversation contains valuable product insights. uman automatically identifies and categorizes feature requests, pain points, and competitive mentions — routed directly to your product team.
- Feature requests captured
- Pain points identified
- Competitive intel
- Auto categorization
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
- Meeting summaries in minutes, not hours
- Follow-up emails drafted automatically
- CRM accuracy improved by 85%
- Zero manual data entry required
- Coaching insights for every call
- Product feedback captured automatically
- Deal qualification after every meeting
- 2+ hours saved per day per rep
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.