Summarize Calls → CRM Updates
Automatically transcribe and summarize client calls, then update your CRM with key insights.
Boost your teamwithout hiring.
Add AI teammates for calls, proposals, and more.
Ask Uru to help automate your business processes…
Why Uru
Whether you're a fractional exec, a boutique practice, or a 200-person firm, Uru connects your people, tools, and data into one intelligent workflow. Every call, email, and document stays in context. Work that once took hours gets done in minutes.
AI teammates work in context
Hand projects to agents that already understand your clients, policies, and data.
Every conversation captured
Summaries, follow-ups, and task assignments drop into the tools your team already uses.
Hours saved every week
Automations keep proposals, billing, and onboarding in motion while you focus on clients.
Build Your Own Lineup
Create custom automations that work across your entire stack.
Draft Proposals → Faster Closes
Generate professional proposals based on client conversations and historical data.
Monitor Clients → Alerts
Track client health metrics and receive proactive alerts for potential issues.
Automate Invoicing → Faster Cash Flow
Streamline billing processes and accelerate payment collection.
Ignition Consulting
See how Ignition Consulting scaled with Uru
Proposals out faster. Clients retained. Hours given back.
15+
Hours saved weekly
Automated call summaries, proposal drafting, and client follow-ups reduced manual work by 60%.
40%
Increase in win rate
AI-generated SOWs and accelerated pipeline management increased close rates from 25% to 35%.
0
Compliance issues
Automated compliance scans and proactive churn alerts eliminated regulatory risks and client losses.
50%
Faster operations
Streamlined invoicing, client onboarding, and recruiting processes cut operational overhead in half.
Ignition, a CFO advisory firm, built their first Uru teammates for business development and client health.
See the full Ignition case studyIntegrate everything you already rely on.
Automations flow across 60+ integrations so email, CRM, finance, and project tools stay perfectly in sync.
Browse integrations
One teammate, unlimited accounts.
Connect multiple Gmail, Slack, and QuickBooks accounts at once:Uru stitches them together with shared context.
Connect 1, 5, or 50 accounts per tool. Uru scales with your book of business.
Ready to boost your team?
Share your email and we'll line up the right teammates to demo:no pressure, just a walkthrough of how Uru fits your workflows.