Blue Square Toolkit

Blue Square Toolkit

Blue Square Apps
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About

A CRM is ideally suited for professionals and teams that want a simple solution that works. Unlimited everything for a per-user monthly price. No contracts. Get started with a free 14-day trial. Attract & keep great clients by implementing Pareto Systems' best practices into your business. An innovative tab navigation system that enables you to work quickly and efficiently. Track important information on your process, and your communication with clients. Important client data is secure with bank-grade encryption and geo-redundant data centers. Our knowledgeable support team is also available from 6am to 4pm Pacific Time Monday to Friday. Open up multiple tabs to view multiple Contacts, Accounts, Tasks, and your Calendar all at the same time. Click between records to find the information you need as quickly as possible. Build stronger client relationships by tracking valuable information on your client's Family, Occupational, Recreational interests, and Money.

About

Una is a CRM built for professional matchmakers. It keeps each client's profile, preferences, communications, tasks, and history in one place — consolidating information that is normally spread across email, WhatsApp, spreadsheets, and notes. With a single click, a matchmaker can find potential matches across their own clients, their leads, and the clients and leads of other matchmakers they collaborate with. Una brings each client's full journey into one timeline — every interaction in a single place: introductions, follow-ups, feedback requests, WhatsApp, SMS, and email. Any commitment a matchmaker makes to a client — an introduction by Friday, feedback after a date, a promised follow-up — can be marked as a promise. Unlike a reminder or a task, a promise is tied to client trust: Una keeps it visible, tracks whether it is kept, and surfaces it before it slips. Additional features include custom funnels, intake forms, package management, and workflow automation.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to manage and improve their operations

Audience

Professional matchmakers, matchmaking agencies, dating agencies, and relationship coaches who make personal introductions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$29 per user month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Blue Square Apps
Canada
www.bluesquaretoolkit.com

Company Information

Una
Founded: 2024
Israel
getuna.ai

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Slingshot

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Categories

CRM

Categories

CRM

Integrations

WhatsApp

Integrations

WhatsApp
Claim Blue Square Toolkit and update features and information
Claim Blue Square Toolkit and update features and information
Claim Una and update features and information
Claim Una and update features and information