Create winning proposals instantly

Our solution creates custom proposals combining the client's challenges, relevant products & services and matching marketing & sales content.

higher opportunity win-rates
more cross-sell opportunities
3 weeks
Faster onboarding of new hires

understand the important key account insights

Go beyond mere CRM data. Add knowledge from social channels, company websites and even news sources to the mix. A load of internal & external data and some AI magic can produce the insights you need to understand your clients & their needs.

Leads Database - Dataplus X Webflow Template

complete client profile

uman builds a thorough profile by using internal & external data sources and generative AI.

CRM - Dataplus X Webflow Template

relevant challenges & needs

By compiling data from annual reports, news and websites, the AI can predict the challenges clients face.

match what you know with what you have to offer

You can't know everything and you don't have to. Have the AI match the client profile & challenges with your reference cases, offerings & other inspiring knowledge.

Location - Dataplus X Webflow Template

only relevant company knowledge

Don't waste your time on digging through company data. Uman gets you what you need in an instant.

Reporting Dashboard - Dataplus X Webflow Template

pick and choose what fits best

The AI can help you, but you know your client best. Review what is proposed & make the ultimate selection.

Generate your proposal documents

The AI prepares everything you need for a successful proposal. You get a customized deck, talking points and even training videos if available.

AI Driven Sales - Dataplus X Webflow Template

AI generated documents

The solution proposes a tailored proposal using all previous gathered assets. You just have to sell!

Easy download of all assets

One location to get access to everything you need to convince your client.