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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Bitacora.io empowers numerous teams in the field to effectively capture and utilize their data through comprehensive reports and analytics. Say goodbye to the hassle of sorting through information buried in emails, paper documents, or messaging apps like WhatsApp. The platform organizes all your data automatically in real-time within a single location. Reclaim the time you typically spend on report creation. You can easily generate PDFs complete with images or export your data directly to Excel. Share insightful reports to streamline your workflows. Stay informed about the who, when, where, and what of your projects without the stress. Visualize everything conveniently through a map view, a gallery, and detailed task descriptions. Plan upcoming tasks and monitor your team's on-site progress effectively. Assign tasks to specific team members, who can quickly update their progress with just two clicks. Receive and send alerts for significant events as they occur, ensuring everyone stays in the loop. Additionally, integrate data from other sources to analyze and identify opportunities for enhancing internal processes, allowing for continuous improvement and efficiency. This comprehensive tool not only enhances productivity but also fosters better collaboration among team members.

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

WhatsApp Yes 
Brevo No 
Microsoft Excel Yes 
Twilio No 
Zapier No 

Integrations

WhatsApp Yes 
Brevo Yes 
Microsoft Excel No 
Twilio Yes 
Zapier Yes 

Pricing Details

$5 per month
Free Trial Yes 
Free Version Yes 

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 Yes 
Live Rep (24/7) Yes 
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

Bitacora.io

Founded

2017

Country

Mexico

Website

www.bitacora.io/

Vendor Details

Company Name

Una

Founded

2024

Country

Israel

Website

getuna.ai

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies 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 

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