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
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.
Integrations
Screenshots and Video
A client's full journey in one timeline — tasks, email, WhatsApp, SMS, comments, and forms, all in one place. Each commitment becomes a tracked promise showing who owns it, who it's to, the due date, and whether it was kept or broken and the client trust level. Shown here for a matched pair (Daniel and Leah), with the "Follow up with Daniel" promise expanded.