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What is Worldsoft Business Suite?

Utilize Customer Relationship Management (CRM) systems to optimize response times, improve communication precision, and effectively oversee all interactions. Access to real-time data provides essential insights right when you need them, and customizable metrics can be swiftly adapted to cater to your unique requirements. With WebConnector, integrating online forms, product catalogs, booking systems, surveys, and customer oversight into any static or content management website is a straightforward endeavor. Enjoy the advantages of automated customer acquisition! Tailored email marketing campaigns and automated follow-up communications can lead to a remarkable increase in sales ranging from 200 to 300 percent. Employ Factura for streamlined management of quotes, orders, invoices, delivery documents, reminders, and inventory tracking. By automating numerous workflows, you not only save valuable time but also significantly boost operational productivity. This efficient methodology simplifies business processes and enables companies to concentrate on expanding and ensuring customer satisfaction. Ultimately, embracing these advanced tools can lead to a transformative impact on overall business performance.

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.

Media

Media

Integrations Supported

2Subscribe
Brevo
Twilio
WhatsApp
Zapier

Integrations Supported

2Subscribe
Brevo
Twilio
WhatsApp
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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 Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Worldsoft

Date Founded

2000

Company Location

Switzerland

Company Website

www.worldsoft-wbs.info/

Company Facts

Organization Name

Una

Date Founded

2024

Company Location

Israel

Company Website

getuna.ai

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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