Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Response Management automates the tracking of lead advancement through the sales funnel and correlates lead interactions with revenue generation. It provides precise and detailed metrics for both sales and marketing funnels. With Campaign Attribution, you can assess how effective each campaign is and understand its influence on revenue and the sales pipeline. This allows for informed marketing optimizations. The Matchmaker feature intelligently connects leads to accounts within your CRM using advanced, customizable matching technology. This enables both sales and marketing teams to interact with accounts in a more strategic manner. Built upon Response Management, it measures the journey of digital marketing from the initial anonymous engagement to the final closed sale by linking unknown digital interactions to identifiable leads in your CRM. Many B2B sales and marketing experts leverage our solutions to enhance their performance analytics significantly. In doing so, they unlock the potential for more targeted strategies and improved overall results.
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
No
API Access
Has API
No
Integrations
Brevo
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Dynamics 365
Yes
Salesforce
Yes
Twilio
No
WhatsApp
No
Zapier
No
Zoho CRM
Yes
Integrations
Brevo
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Dynamics 365
No
Salesforce
No
Twilio
Yes
WhatsApp
Yes
Zapier
Yes
Zoho CRM
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Full Circle Insights
Founded
2014
Country
United States
Website
fullcircleinsights.com
Vendor Details
Company Name
Una
Founded
2024
Country
Israel
Website
getuna.ai
Product Features
Marketing Analytics
A/B Testing
No
Campaign Management
No
Channel Attribution
No
Customer Journey Mapping
No
Dashboard
No
Performance Metrics
No
Predictive Analytics
No
ROI Tracking
No
Social Media Metrics
No
Website Analytics
No
Marketing Attribution
Attribution Modeling
No
Audience Segmentation
No
Conversion Tracking
No
Cross-Channel Attribution
No
Customer Journey Mapping
No
Multi-Touch Attribution
No
Predictive Analytics
No
ROI Tracking
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No