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Description
Chaseless by BulkBrains is a lightweight document collection and client follow-up platform built for teams that repeatedly request paperwork, details, or responses from clients. The platform gives staff one place to track each client, the items requested, due dates, statuses, ownership, and reminder activity. Instead of relying on email threads, spreadsheets, and memory, Chaseless keeps outstanding requests organized and visible. Teams can create a client, list the documents or information needed, assign deadlines, and choose how often reminder emails should be sent. Automated reminders reduce the need to manually write the same follow-up messages over and over. Staff can move items from requested to submitted to approved so everyone understands what still needs attention. Chaseless also provides quick visibility into overdue items, missing responses, and upcoming deadlines. The workflow is designed for non-technical users and small teams that need structure without a bloated enterprise system. Chaseless helps teams spend less time chasing documents and more time progressing client work.
Description
Una is a customer relationship management tool specifically designed for professional matchmakers, centralizing each client's profile, preferences, communications, tasks, and history into one convenient platform. This integration streamlines information that would typically be scattered across various sources like email, WhatsApp, spreadsheets, and notes. With just one click, matchmakers can effortlessly identify potential matches not only among their clients but also within their leads and the clients and leads of fellow matchmakers they team up with. Una presents a comprehensive timeline of each client's journey, consolidating every interaction — from introductions and follow-ups to feedback requests sent via WhatsApp, SMS, and email — into one accessible location. Any commitment made by a matchmaker, whether it's an introduction by a certain date, feedback following a date, or a promised follow-up, can be designated as a promise. This unique feature emphasizes client trust, as Una ensures these promises remain visible, monitors their fulfillment, and brings them to attention before they are overlooked. Furthermore, Una is equipped with additional functionalities such as customizable funnels, intake forms, package management, and automated workflows, enhancing the overall efficiency of the matchmaking process. This makes it an invaluable resource for matchmakers aiming to provide exceptional service and maintain strong client relationships.
API Access
Has API
API Access
Has API
Integrations
Brevo
Twilio
WhatsApp
Zapier
Pricing Details
€19.99/month
Free Trial
Free Version
Pricing Details
$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.
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
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BulkBrains
Founded
2022
Country
Ireland
Website
bulkbrains.com
Vendor Details
Company Name
Una
Founded
2024
Country
Israel
Website
getuna.ai
Product Features
Appointment Reminder
Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging
Product 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