Customer Preparation
Automatic briefings for every customer meeting — with account insights, health scores, and up & cross-sell opportunities. Never walk in unprepared.
After introducing uman, the EAT sales ratio has increased by +20%.
Everything you need for customer meetings
From account insights to expansion opportunities — all automated
Automatic meeting preparation
Connect your calendar and uman automatically prepares all upcoming customer meetings. No manual work — briefings arrive in your inbox before every call.
- Calendar sync
- Auto-detect customers
- Briefing delivered
- Zero effort
In-depth account insights
uman knows your full relationship with each client — the services they use, contract details, key stakeholders, and recent interactions. Everything in one briefing.
- Current services
- Contract overview
- Key contacts
- Interaction history
Up-sell & cross-sell opportunities
uman identifies expansion opportunities based on what the customer uses today versus what else you offer. Go into every meeting knowing exactly what to propose.
- Gap analysis
- Relevant offerings
- Timing signals
- Value messaging
Account health score
Based on recent conversations, support tickets, and engagement patterns, uman shows you how healthy the relationship is — and flags risks before they become problems.
- Conversation sentiment
- Engagement tracking
- Risk alerts
- Trend analysis
Personalized meeting content
Get tailored talking points, QBR slides, and discussion topics based on this specific account. Show up prepared with content that's relevant to their situation.
- Talking points
- QBR content
- Discussion topics
- Account specific
Trusted by sales teams worldwide
See how leading companies are transforming their sales process with uman
After introducing uman, the EAT sales ratio has increased by +20%.
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
- Prep 40 meetings in the time it takes to prep 2
- Never miss an up-sell or cross-sell opportunity
- Spot at-risk accounts before they churn
- Know every account's full history instantly
- Show up with relevant, personalized content
- Track account health across your portfolio
- Focus on relationships, not research
- Grow accounts faster with data-driven insights
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.