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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.

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

Finance Teams, SMBs and agencies

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

No images available

Screenshots and Videos

No images available

Pricing

$49/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

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

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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

CollectLean
Founded: 2024
United States
collectlean.com

Company Information

Una
Founded: 2024
Israel
getuna.ai

Alternatives

Alternatives

Klipso

Klipso

Leni

Categories

Categories

CRM

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
WhatsApp
Xero

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
WhatsApp
Xero
Claim CollectLean and update features and information
Claim CollectLean and update features and information
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