una - 2026 Pricing, Features, Reviews & Alternatives

Una is a specialized customer relationship management software designed exclusively for professional matchmakers and matchmaking agencies. The platform centralizes client relationship management, commitment tracking, and match coordination from initial inquiry through successful pairing. The software addresses the specific operational needs of relationship professionals who require detailed client histories, nuanced preference tracking, and reliable follow-through mechanisms for commitments that underpin client trust and business reputation.

Promise tracking functionality converts verbal commitments into monitored, time-bound obligations and delivers reminders until completion to support accountability for introductions, follow-ups, and other key interactions. Filtering and segmentation tools enable targeted searches of client databases based on detailed criteria and facilitate rapid identification of potential matches within existing rosters. Client profiles present a comprehensive timeline of engagement history, including dates, messages, calls, and notes, to provide full context for each interaction. Custom fields may be applied without limit to capture attributes aligned with individual methodologies, with visibility controls for role-based access. Lead management tools include configurable intake forms with consistent branding and source tracking. Package management features support assignment of service levels with automated notifications for renewals and expirations. Task management and workflow automation capabilities generate sequences based on events or schedules to reduce manual administrative tasks. Communication tools allow for sending and tracking introductions, sharing profiles in web or document formats, and coordinating correspondence. Multi-user support includes administrative roles and permissions, and selected tiers offer a client-facing mobile application for secure real-time interaction, guided relationship support, and in-app scheduling.

Una integrates with external applications through Zapier automation connectors to streamline information flow across platforms commonly used in matchmaking businesses. Communications may be managed within the system using domain-based email integration to maintain professional consistency. Document generation options include customizable profile templates in document form, with initial design support available at no extra charge. A guided import process assists in migrating existing data, with implementation timelines adjusting to data quality. The cloud-based architecture delivers cross-platform access via web and mobile interfaces, and most accounts are operational within twenty minutes of setup. Data privacy provisions include field-level access controls and compliance with rights of correction, access, deletion, and portability under relevant regulations.