Logs everything
A chat in the street, an idea in the car — send it to Yossi and it lands in the right member file, never in a forgotten notebook.
Yossi — your new secretary
Connected to your CRM and to everything Unisoft knows about your community, Yossi turns a simple WhatsApp message into notes filed, forms created, campaigns sent and numbers answered. No new app to learn — you already have WhatsApp open.
Included in Unlimited · On WhatsApp and in the Unisoft app
What Yossi does
Whatever you do or want to do, tell him. He writes it down, files it, and when it is an action, he runs it.
A chat in the street, an idea in the car — send it to Yossi and it lands in the right member file, never in a forgotten notebook.
Registration forms, donation pages, event pages — described in one message, built and published in seconds.
Email, WhatsApp or SMS, on the segment you name. He drafts, you approve, he sends.
Donations this month, who came last Shabbat, which pledges are late — ask in plain words, get the real figures.
Yahrzeits, follow-up calls, unpaid pledges. Yossi keeps the calendar so nobody slips through.
Not a chatbot that explains where to click. He does the action in Unisoft, and reports back when it is done.
How it works
Voice note or text, in your words, in your language. From WhatsApp or straight inside the Unisoft app.
Notes go to the right file. Actions run in Unisoft. Nothing is lost between a conversation and the system.
Anything that goes out to your community — a campaign, a message — waits for your OK first.
Your coach
Yossi handles the day. Shlomi builds the direction. You set your goals with him — he helps you choose them from your financial, geographic and demographic reality, and your schedule. Through the day he sends you the next things to do. And in the evening, you debrief together.
Book a demo — bring a real task you did yesterday, and watch Yossi do it in front of you.
Included in Unlimited · Works in your language