UBAK
Built for field sales reps

UBAK.Your field sales day, all in one place.

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

UBAK plans your day, remembers your customers and helps handle the follow-up.

Join the betaPlan your day

A RepSociety product, built from real field sales experience.

UBAK mobile dashboard showing today's priorities, key opportunities and accounts to discover
Plan your day

A day that plans itself around you.

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

“Can I fit another visit in today?”

UBAK checks your real open time, the drive to the customer and your next appointment before answering.

UBAK day view with visits, distance, driving time and open time, and the Assistant confirming another visit fits today
  1. 01

    See the whole day

    Visits, driving and free time together.

  2. 02

    Move things around

    Drag appointments and spot conflicts.

  3. 03

    Know when to leave

    Drive time and distance between stops.

  4. 04

    Stay in sync

    Outlook Calendar and UBAK stay aligned.

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.

UBAK accounts list with priority filters, territory search and last visit dates

  • Pre-visit briefing

    The essentials, right before the meeting.

  • Customer knowledge

    Preferences, buying habits and key dates.

  • Opportunities & projects

    What’s in play with each customer.

  • Accounts on the map

    Customers and leads, by location.

Talk. UBAK understands.

Finish the visit.Just talk.

After the meeting, tell UBAK what happened — in your own words. It turns your recap into structured sales information for you to review.

“Elena wants pricing by Friday. They’re planning a warehouse upgrade this winter, and they prefer the Summit Series.”
A voice recap after a visit, with UBAK identifying a follow-up task, an opportunity and a customer interest to review and confirm

UBAK identified

  • Follow-up taskSend pricing to Elena Ross — due Friday
  • Potential opportunityNorthPeak Supply — warehouse upgrade this winter
  • Customer interestPrefers the Summit Series

Also saved to visit history, with a follow-up email draft ready when you are.

Review & confirm

Nothing is saved or sent until you approve it.

UBAK Assistant

Ask UBAK about your day.

Not another chatbot — an assistant that knows your schedule and your customers. It suggests; you decide.

  • What should I know before my next visit?
  • Can I fit another visit in today?
  • What do I need to follow up on?
UBAK Assistant answering “What should I know before my next visit?” with the last visit, open task, opportunity and customer preference
Why UBAK

Built around your day.Not a database to feed.

Your CRM should help you sell in the field — not give you more fields to fill out. UBAK is a tool you use, not a tool used to watch you.

YOU’RE IN CONTROL.

  • 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.