Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Lawmatics Reviews & Ratings
    289 Ratings
    Company Website
  • AestheticsPro Reviews & Ratings
    733 Ratings
    Company Website
  • Aesthetic Insight Reviews & Ratings
    10 Ratings
    Company Website
  • Pocomos Reviews & Ratings
    45 Ratings
    Company Website
  • Soraban Reviews & Ratings
    8 Ratings
    Company Website
  • Bookinglayer Reviews & Ratings
    151 Ratings
    Company Website
  • Pensero Reviews & Ratings
    3 Ratings
    Company Website
  • CoachIQ Reviews & Ratings
    45 Ratings
    Company Website
  • Roofr Reviews & Ratings
    146 Ratings
    Company Website
  • CompanyCam Reviews & Ratings
    5,585 Ratings
    Company Website

What is Una?

Una is a specialized customer relationship management solution crafted for professional matchmakers, bringing together client profiles, preferences, communications, tasks, and histories into one streamlined platform. By consolidating information that is usually found across various channels like email, WhatsApp, spreadsheets, and notes, this tool simplifies the management process. With a single click, matchmakers can quickly discover potential matches, not only among their clients but also from their leads and those of collaborating matchmakers. Una features a detailed timeline that tracks each client's journey, gathering every interaction — including introductions, follow-ups, and feedback requests sent through WhatsApp, SMS, and email — in one easily accessible area. Any commitment made by a matchmaker can be labeled as a promise, whether it involves a timely introduction, post-date feedback, or a scheduled follow-up. This standout feature reinforces client trust, as Una keeps these promises visible, tracks their completion, and alerts matchmakers before any are neglected. Additionally, Una offers a variety of extra features like customizable funnels, intake forms, package management, and automated workflows, which significantly boost the efficiency of the matchmaking process. Ultimately, Una proves to be an indispensable asset for matchmakers striving to deliver outstanding service and foster robust client relationships while adapting to the evolving demands of their profession.

What is Pulse Mortgage?

Pulse Reminders enables you to create a reliable reminder system, allowing you to concentrate on other important tasks without the stress of forgetting responsibilities. This forward-thinking solution removes the possibility of neglecting crucial follow-ups with leads or past borrowers, guaranteeing that everything stays on track. By utilizing automated email and text notifications, Pulse empowers you and your team to effectively handle leads, speed up loan closures, and cultivate enduring relationships with previous clients. Embrace a more structured and efficient workflow while bidding farewell to the worry of forgetfulness. With Pulse, you can transform how you manage your time and ensure that every important task is addressed promptly.

Media

Media

Integrations Supported

Brevo
Twilio
WhatsApp
Zapier

Integrations Supported

API Availability

API Availability

Pricing Information

$49/month
Una is priced per admin seat, billed monthly.

Start — $49/admin/month
Client and match management, white-labeled with your branding, send and track introductions, smart filtering and segmentation, share profiles by web or PDF, tasks and workflow automation.

Grow — $79/admin/month
Everything in Start, plus lead and feedback collection under your brand, your own email domain, package management, a custom-designed PDF, and advanced collaboration with other matchmakers.

Pro — $179/admin/month
Everything in Grow, plus your own branded mobile app for clients, secure in-app chat, match proposals in-app, and full automation of the client experience.

Branded — contact us
A fully white-labeled version: your app in the stores, your design, no "Powered by Una" branding, custom onboarding and setup.

Free trial available.
Free Trial Offered?

Pricing Information

$15 per user per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training

Training Options

Not specified

Company Facts

Organization Name

Una

Date Founded

2024

Company Location

Israel

Company Website

getuna.ai

Company Facts

Organization Name

focusIT

Company Website

pulse.marketing/

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Internal Chat Integration
Mobile Access
Segmentation
Task Management

Categories and Features

Mortgage and Loans

Government Loans

Popular Alternatives

Popular Alternatives

Klipso Reviews & Ratings

Klipso

Leni
Calyx Point Reviews & Ratings

Calyx Point

Calyx Software