Unanet CRM by Cosential is an enterprise CRM system built specifically for architecture, engineering, and construction firms. While it can be challenging to implement, its powerful features for relationship management and proposal generation help firms win more business and grow at scale.
Unanet CRM By Cosential Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Unanet CRM By Cosential?
Unanet CRM by Cosential is a centralized customer relationship management (CRM) platform tailored for architecture, engineering, and construction (AEC) firms. It helps companies win more projects by streamlining business development activities, managing contacts, tracking pursuits, and generating proposals efficiently. The CRM integrates closely with project and financial data, giving firms visibility into pipeline health and performance. It’s used by project managers, marketing teams, and business developers across AEC organizations.
Unanet CRM By Cosential Pricing
Unanet CRM By Cosential Integrations
The software supports integration with multiple systems and platforms, such as:
Who Is Unanet CRM By Cosential For?
Unanet CRM is ideal for a wide range of AEC professionals and firms, including:
- Architecture firms
- Engineering consultants
- Construction management companies
- Government contracting
Is Unanet CRM By Cosential Right For You?
If you're in the AEC industry and need a CRM that centralizes client data, manages pursuits, and improves win rates, Unanet CRM by Cosential is worth considering. Its AEC-specific tools, integration with ERP, and project lifecycle tracking make it a powerful choice for firms focused on business growth and collaboration.
Still doubtful if Unanet CRM by Cosentia software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Unanet CRM By Cosential Features
This feature helps teams understand and utilize their firm’s professional connections. It seamlessly integrates within Outlook, allowing for easy access to relationship data directly from your email. This streamlines communication and helps you leverage existing connections to drive new business opportunities.
See How It WorksThis feature provides enhanced visibility for business development teams and sellers. It offers solutions for strategic planning and forecasting, enabling you to track the progress of potential projects and leads more effectively. This ensures a healthy and predictable sales pipeline.
See How It WorksThis feature gives marketers quick and easy access to the necessary data for creating professional proposals and presentations. By providing a centralized source of information, it simplifies the process of generating business-winning documents. This saves time and ensures consistency across all proposals.
See How It WorksThis feature leverages artificial intelligence and smart technology to automate repetitive tasks and improve overall efficiency. The platform offers predictive insights and suggests prescriptive actions, helping your team focus on high-value activities rather than manual data entry and analysis.
See How It WorksThis cloud-based repository enables real-time collaboration across teams. Users can easily collect, edit, and manage proposal content from a shared database, ensuring access to the most current, accurate documents throughout the project lifecycle.
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