UBAK

Built for field sales reps

Your day. Your customers.Ready for what’s next.

Your schedule, customer context and next-visit reminders. Together in UBAK, so you can focus on selling.

Join the betaPlan your day
UBAK customer account with contacts, visit history and customer context
UBAK Assistant bringing together the context for the next customer visit
UBAK Agenda showing the week and scheduled customer visits

Focus on sales. For the rest, we’ve got UBAK.

Plan your day

A day that plans itself around you.

Your visits, drive time and open windows in one Agenda — synced with Outlook Calendar.

  1. 01

    See the whole day

    Visits, driving and free time together.

  2. 02

    Move things around

    Drag appointments and spot conflicts.

UBAK day view with visits, distance, driving time and open time, and the Assistant confirming another visit fits today

  1. 03

    Know when to leave

    Drive time and distance between stops.

  2. 04

    Stay in sync

    Outlook Calendar and UBAK stay aligned.

Ask UBAK Assistant

“Can I fit another visit in today?”
UBAK looks at your open time, the drive to the customer and your next appointment to help you decide.
Know your customers

Walk in knowing what matters.

Past visits, contacts, preferences, open follow-ups and active projects — UBAK brings the important context together before you walk through the door.

A voice recap after a visit, with UBAK identifying a follow-up task, an opportunity and a customer interest to review and confirm

And much more

History, tasks, opportunities, contacts, accounts on the map, and more.

  1. Pre-visit briefing

    The essentials, right before the meeting.

  2. Customer knowledge

    Preferences, buying habits and key dates.

  3. Opportunities & projects

    What’s in play with each customer.

  4. And much more

    History, tasks, opportunities, contacts, accounts on the map, and more.

Your words. Organized next steps.

Finish the visit.Just talk.

After the meeting, dictate or type a short recap. UBAK organizes what matters into proposals. You review what gets saved.

01 / Your after-visit recap

“Elena wants pricing by Friday. The warehouse upgrade is moving forward. They prefer the Summit Series. Bring Northline catalogs next visit.”

02 / Suggested from your recap

  • Proposed

    Follow-up task

    Send pricing to Elena by Friday

    A clear follow-up, with a due date.

  • Proposed

    Customer knowledge

    Prefers the Summit Series

    Useful context for the next conversation.

  • Proposed

    Potential opportunity

    Warehouse upgrade

    A project to review, not an assumed sale.

  • Proposed

    Next visit preparation

    Bring Northline catalogs

    An account reminder for the next visit — not another task.

Inside UBAK
UBAK Assistant recap screen with a proposed pricing task, warehouse opportunity and Summit Series preference, awaiting review and confirmation
Existing recap screen · three proposal types shown. Next-visit preparation is illustrated separately.

03 / You review. You confirm.

In UBAK, review the proposals, adjust or dismiss them, then confirm what should be saved. You stay in control.

Illustrative example · fictional data · no data is saved here

UBAK Assistant

Ask UBAK about your day.

Your schedule. Your customer context. Answers when you need them — drawn from the information you keep in UBAK.

  • Your calendar
  • Your accounts
  • Your follow-ups

Before your next visit

What should I know before my next visit?
UBAK Assistant answering “What should I know before my next visit?” with the last visit, open task, opportunity and customer preference
UBAK Assistant · fictional example data

Other questions for your day

  • Can I fit another visit in today?

  • What do I need to follow up on?

It suggests. You decide.

Get context without changing your records. When you ask UBAK to prepare an action, review and confirm before it is saved.

Why UBAK

YOU’RE IN CONTROL.

A tool you use.Not a tool used on you.

Built for field reps. Less administration, more room for the work that matters to you.

  • Your time.
  • Your customers.
  • Your success.
Product demo

See UBAK in action.

Click through a real UBAK workflow, from visit to follow-up.

Open interactive demo

Real UBAK. Fictional customer data.

FAQ

Questions reps ask.

No. UBAK works on its own. You can keep your accounts, visits, follow-ups and opportunities organized directly in UBAK.

Early access

Be one of the first reps to have UBAK.

Join the early-access list and help shape UBAK.

No spam. Beta updates only, and you can leave the list any time.

Contact

Questions? Talk to us.

Tell us what you're working on and we'll get back to you.