Related Products
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About
CollectLean is the accounts receivable automation platform built specifically for SMBs and agencies. Finance teams waste 10–15 hours every week manually chasing late payments. CollectLean solves this by automating the entire follow-up process.
Key Features:
- Multi-channel Workflows: Create smart sequences that send emails, SMS, and even phone call reminders based on invoice age.
- Deep Integrations: sync with QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe.
- Promise-to-Pay Tracking: Log customer promises ("I'll pay Friday") and get automated alerts if they break them.
- Dispute Management: Centralize communication for disputed invoices to resolve payment blocks faster.
Designed for fast setup (<1 week) and immediate ROI. Stop being the "bad cop" and let automation handle your collections.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Finance Teams, SMBs and agencies
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Audience
Professional matchmakers, matchmaking agencies, dating agencies, and relationship coaches who make personal introductions
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$49/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCollectLean
Founded: 2024
United States
collectlean.com
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Company InformationUna
Founded: 2024
Israel
getuna.ai
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Categories |
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Integrations
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
WhatsApp
Xero
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Integrations
NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
WhatsApp
Xero
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