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.

Pricing

Free Trial Offered?:
Yes

Integrations

Screenshots and Video

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Company Facts

Company Name:
Una
Date Founded:
2024
Company Location:
Israel
Company Website:
getuna.ai
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Product Details

Deployment
SaaS
Training Options
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Una Categories and Features

CRM Software

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