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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

TEAM™ serves as your comprehensive solution for: Socially Responsible Networking | Event Coordination & Registration | B2B Matchmaking & Scheduling of Appointments. The popularity of TEAM™ Virtual Appointments has soared among both participants and event coordinators. In today's dynamic landscape, gatherings are no longer limited to a few days of annual meetings; instead, they focus on fostering enduring connections and meaningful relationships, whether face-to-face or online. We facilitate interaction among your attendees before, during, and after the event, supporting them in nurturing their business throughout the entire year. While our software is a key offering, our services extend far beyond that. With our vast expertise, we are equipped to guide you through intricate challenges and deliver practical, long-lasting solutions tailored to your needs. Ultimately, our goal is to empower your community to thrive in both their professional and personal connections.

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 

Screenshots View All

Screenshots View All

Integrations

Brevo No 
Twilio No 
WhatsApp No 
Zapier No 

Integrations

Brevo Yes 
Twilio Yes 
WhatsApp Yes 
Zapier Yes 

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.
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 No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
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

Infinite Software Solutions

Website

www.teameventmanagement.com

Vendor Details

Company Name

Una

Founded

2024

Country

Israel

Website

getuna.ai

Product Features

Appointment Scheduling

Appointment Reminders No 
Automated Scheduling No 
Calendar Sync No 
Client Database No 
Group Scheduling No 
Mobile Access No 
Multi-Location No 
Online Booking No 
Online Payments No 
Recurring Appointments No 
Room Booking Management No 

Association Management

Chapter Management No 
Committee Management No 
Dues Management No 
Election Management No 
Email Marketing No 
Event Management No 
Financial Management No 
Fundraising Management No 
Jobs Board No 
Member Communities No 
Member Directory No 
Member Portal No 
Membership Management No 
Website Management No 

Event Management

Attendee Management No 
Badge Management Yes 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification Yes 
Room Block Management No 
Social Media Promotion Yes 
Sponsorship Management No 
Surveys & Feedback Yes 
Ticketing No 
Volunteer Management Yes 
Weddings / Parties No 

Mobile Event

Abstract / Papers Management No 
Application Development No 
Attendee Profiles No 
Digital Agenda No 
Event Maps No 
Gamification No 
Mobile Check-in No 
Multi-Event No 
Networking No 
One-to-One Messaging No 
Real-time Notifications / Updates No 
Social Media Integration No 
Speaker Profiles No 
Sponsor Pages No 
Surveys / Polls 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 

Alternatives

Alternatives

Klipso Reviews

Klipso

Leni