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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Saleoid serves as a comprehensive platform for business growth, tailored specifically for startups, small enterprises, and expanding teams that seek improved outcomes without juggling various tools. Unlike conventional CRMs that merely store contact information, Saleoid empowers businesses to efficiently capture leads, automate follow-ups, finalize deals, and oversee daily operations within a cohesive system. By integrating functionalities typically spread across different software for CRM, email marketing, scheduling, billing, and communication, Saleoid consolidates everything into a single platform. This integration minimizes manual tasks, prevents data fragmentation, and ensures that all customer interactions remain interconnected. Equipped with a visual Sales CRM, integrated marketing automation, and multi-channel communication options including Email, SMS, and WhatsApp, teams are capable of managing sales pipelines, executing targeted campaigns, and providing quicker responses. Additionally, Saleoid encompasses the entire customer journey, facilitating processes from estimates and invoicing to managing subscriptions, appointments, landing pages, and secure document storage, making it an invaluable tool for any growing business. Furthermore, its user-friendly interface enhances team collaboration and streamlines workflows, enabling businesses to thrive in a competitive landscape.

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 
Facebook Yes 
Gmail Yes 
Instagram Yes 
LinkedIn Yes 
Microsoft 365 Yes 
Twilio No 
X (Twitter) Yes 
Zapier No 

Integrations

WhatsApp Yes 
Brevo Yes 
Facebook No 
Gmail No 
Instagram No 
LinkedIn No 
Microsoft 365 No 
Twilio Yes 
X (Twitter) No 
Zapier Yes 

Pricing Details

$5/month
Saleoid Pricing Plans Overview

Saleoid offers 3 flexible plans designed for growing businesses that want an all-in-one CRM without paying for unnecessary tools.

Starter – $19/month
Ideal for small teams getting started. Includes core CRM, marketing automation, billing automation, appointments, social media management, online bookings, engagement tracking, and services/products management. Perfect for businesses that want to manage leads, customers, and payments in one place. Includes a 15-day risk-free trial.

Growth – $25/month
Best for scaling teams that need more automation and client management tools. Includes everything in Starter, plus WhatsApp marketing, e-sign agreements, project management, advanced page and form builders, subscription management, and an affiliate/client portal. Also includes a 15-day risk-free trial.

Unlimited – $39/month
Built for advanced and high-volume teams. Includes everything in Growth, plus AI-enabled features, branding removal, 200 free credits, 1:1 onboarding, in-app calling, SMS marketing, and API access for deeper integrations.

Each plan is designed to grow with your business, so you can upgrade as your needs expand.
Free Trial Yes 
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 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 No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Saleoid

Founded

2025

Country

United States

Website

saleoid.com

Vendor Details

Company Name

Una

Founded

2024

Country

Israel

Website

getuna.ai

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management 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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