Launching Summer 2026

Every conversation. One workspace.

Your team talks to customers. AI handles everything else.

One inbox for calls, messages, and email. One

AI that fills your CRM, drafts replies, and summarizes every call.

app.umera.ai

Sarah Chen

WhatsApp · Acme Corp

Active

Hi! I'm Sarah Chen from Acme Corp. We need a solution for our 20-person sales team.

Hi Sarah! I'd love to help. What's your timeline and budget?

Budget's approved — around $45K. Can you send a proposal?

Also, call me Monday at 9 to walk through pricing with my VP.

AI Activity0/3

Create contact

Sarah Chen · Acme Corp

Approve

Create deal

Acme Corp · $45,000

Approve

Schedule call

Monday 9 AM · VP walkthrough

Approve

Inbox3 unread

Maria P.WhatsApp

Can you send the proposal?

Sam K.Email

Re: Partnership follow-up

15m

Alex R.Instagram

Interested in pricing

The Problem

Your stack is bleeding money, time, and customers.

One customer, scattered across six inboxes. By the time you find the context, the deal is cold.

This is one customer

WhatsApp2m

Maria P.2

Can you send the proposal?

Gmail1h

Maria P.5

Re: Contract follow-up

Instagram3h

Maria P.3

Saw your post — interested!

Phone5h

Maria P.missed

Missed call · no voicemail

Slack1d

Maria P.1

Team asking about her status

CRMstale

Maria P.stale

Last updated 12 days ago

Same customer. Six places. Zero context.

6 tools to find 1 customer

Your reps waste their day alt-tabbing instead of closing.

Hours lost, every rep, every day

Follow-ups disappear

“Call me Monday” gets buried in a chat thread. The deal goes cold.

Deals lost to silence

CRM is always stale

Nobody logs every call. Your pipeline is a work of fiction.

Most conversations never recorded

Zero shared context

Who’s talking to whom? Nobody knows until it’s already escalated.

Compounds weekly

Every day your stack stays fragmented, your team loses hours — and another deal.

What UMERA Is

Inbox. AI. CRM. One platform.

Omnichannel Inbox

Messages auto-route to the right rep. Your team sees when someone's already replying. Handoffs include full AI context — no re-explaining.

Inbox — all channels2 new

Elena V.2m

Hi! About the pricing for our team...

Marcus C.8m

Re: Q1 renewal — updated contract attached

Sarah W.14m

Loved the demo! Can we talk tomorrow?

Daniel P.22m

Got it, thanks! Will review by EOD.

AI Command Center

Ask it a question — it responds with action proposals, message drafts, and pipeline reports. It doesn't just talk. It does things — with your approval.

AI Command Center

AI Proposal

Self-Building CRM

AI reads your conversations and extracts contacts, deals, stages, follow-ups. Custom tables for any record type. Every AI-suggested change lands in an approval queue before it executes. Your CRM is always current because nobody has to fill it out.

Contact Record

Auto-filled from conversations5 fields updated

NameElena Vasquez

CompanyVasquez Media Group

Emailelena@vasquezmedia.com

DealEnterprise Plan — $4,200/mo

StageProposal Sent

Also built in

# sales-team3 online

Sara M.11:42 AM

Just got off a call with Solartech — they want to move to annual

David K.11:43 AM

Nice! I'll prep the contract. @Sara can you send the call summary?

Umera AI11:43 AM

Call summary ready — key points: budget approved, 40 seats, wants onboarding by March.

Internal Team Chat

Your team coordinates here — not in Slack, not in WhatsApp groups. Customer context flows directly into team discussions.

Call — Maria LopezRecording

Maria Lopez · Solartech

02:31 · Live transcription on

Live transcript

2:14

Customer

We need about 40 seats for the sales team.

2:22

You

Got it. We can do annual billing with a volume discount.

2:31

Customer

That works. Can we start onboarding in March?

Built-in VoIP

AI transcribes in real time and generates call summaries with action items. Click-to-call from any contact record.

Automations3 active rules

Deal stage changes to Proposal Sent

→ Wait 3 days, then AI drafts follow-up

47 runs

New inbound message (any channel)

→ Auto-route to assigned rep

312 runs

Call ends (duration > 2 min)

→ Generate summary + create follow-up task

89 runs

Workflow Automations

Trigger actions based on deal stage changes, message keywords, or time-based rules. No Zapier tax.

Every AI action is a proposal. Nothing changes until a human approves.

See it in your inbox.

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Channels

Every channel. Native, not bolted on.

Phone

Browser VoIP. Live transcription. AI call summaries. Power dialer. Recording. No hardware.

Cloud API. Full media. Templates. 24h window tracking.

Instagram

DMs, story replies, comment-to-DM automation.

Messenger

Page messaging, menus, bot-to-human handover.

SMS

Two-way. Missed call auto-texts. Bulk with AI personalization.

Gmail, Outlook, IMAP. Threading. Attachments. Read tracking.

One thread per customer, regardless of channel. Routing by round-robin, skill, relationship, or AI auto-routes by intent (sales vs. support vs. billing).