Unanet CRM by Cosential Overview

Unanet addresses the challenge of disjointed project management by integrating ERP and CRM solutions that connect projects, people, and financials. This integration enhances decision-making and drives bottom-line growth. Businesses benefit from streamlined operations, as Unanet's platform centralizes project data, facilitating efficient management and improved collaboration. The solution is tailored for project-driven organizations, ensuring that all aspects of a project are aligned and accessible. By focusing on connectivity and efficiency, Unanet empowers businesses to manage resources effectively, ultimately improving financial outcomes.

Use Cases

Customers recommend Proposal & Quote Management, Business Development, Workflow Management, as the business use cases that they have been most satisfied with while using Unanet CRM by Cosential.

Other use cases:

  • Contact List Management
  • Onboarding
  • Sending & Publishing Communications
  • Lead Tracking
  • Relationship Management
  • Engaging And Following Up
  • Customer Feedback Management
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Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Unanet CRM by Cosential.

Other priorities:

  • Increase Sales & Revenue
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
  • Acquire Customers
See all business priorities See less business priorities

Unanet CRM by Cosential Use-Cases and Business Priorities: Customer Satisfaction Data

Unanet CRM by Cosential's features include Dashboard, Templates, Recording, etc. and Unanet CRM by Cosential support capabilities include Email Support, Chat Support, 24/7 Support, etc. also Unanet CRM by Cosential analytics capabilities include Custom Reports, and Analytics.

Reviews

"...While we do not use every function the system offers, we rely heavily on it for proposal tracking, proposal generation, customer information (hit rates, history, contacts) and firm qualifications (projects and personnel)...." Peer review by Deborah Boyd, Management Consulting

Unanet CRM by Cosential, TeamGram, YetiForce CRM, WORKetc, SalesNOW, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Unanet-CRM-by-Cosential allows project-based businesses to manage the entire customer lifecycle. Pursuit through final invoicing is streamlined effectively.

Popular Business Setting

for Unanet CRM by Cosential

Top Industries

  • Construction
  • Mechanical or Industrial Engineering
  • Real Estate

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Unanet CRM by Cosential is popular in Construction, Mechanical Or Industrial Engineering, and Real Estate and is widely used by Mid Market, Small Business, and Enterprise.

Unanet CRM by Cosential Customer wins, Customer success stories, Case studies

What benefits does Unanet CRM by Cosential offer for Proposal & Quote Management?

How can Unanet CRM by Cosential optimize your Business Development Workflow?

What Are the key features of Unanet CRM by Cosential for Workflow Management?

How can Unanet CRM by Cosential optimize your Contact List Management Workflow?

How does Unanet CRM by Cosential address your Onboarding Challenges?

11 buyers and buying teams have used Cuspera to assess how well Unanet CRM by Cosential solved their CRM needs. Cuspera uses 1319 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

NuAxis Innovations Empowers Growth with Unanet

NuAxis Innovations has selected Unanet's ERP GovCon solution to enhance its strategic decision-making and efficiency. This adoption aims to empower NuAxis' growth by providing real-time reporting, in...tegrated contract management, and a mobile timekeeping app. Unanet's solutions are expected to improve productivity and profitability for NuAxis, a technology provider for federal agencies.

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STEERBRIDGE Modernizes Operations with Unanet ERP

Steerbridge has chosen Unanet GovCon ERP to modernize its operations, enhancing financial management, contract oversight, and project execution. This adoption aims to improve resource planning, decis...ion support, and process automation, supporting Steerbridge's growth and service delivery in the federal sector.

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Davies Engineering Group Replaces System with Unanet ERP, CRM

Davies Engineering Group has adopted Unanet's ERP and CRM solutions to enhance project forecasting and business processes. This transition aims to improve profitability and project delivery by provid...ing data-driven insights and strategic dashboards. The integrated platform addresses challenges in resource management and decision-making, crucial for the firm's growth in the industrial and manufacturing sectors.

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Wieland Construction - Construction

Unanet CRM by Cosential helped Wieland Construction improve accountability and client management. Wieland switched from a generic CRM to Unanet CRM for better support and cloud-based access. The plat...form enabled instant client interaction tracking, opportunity management, and detailed reporting. Wieland used Unanet CRM to reconnect with past clients and boost repeat business. Executives saw a 100% improvement in marketing and business development processes.

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Tamarack Grove Engineering - Construction

Unanet helped Tamarack Grove Engineering cut costs and grow revenue by 20%. The company replaced manual spreadsheets with one platform for projects and people. Automated billing and Stripe integratio...n made payments 40% faster. Reporting improved by 50% and AP processes became 83% more efficient. Tamarack Grove also saw a 30% boost in operational efficiency and 25% better pipeline forecasting.

Read more →

STO Building Group (STOBG) - Construction

Unanet helped STO Building Group (STOBG) unify data from 14 companies into one platform. Before, each company used different tools for marketing and proposal data. With Unanet, STOBG created a single..., robust database. This made it easy to find project and personnel information. The marketing team saved time and could generate reports quickly. Leadership got faster access to data for better decisions.

Read more →

Unanet Connect Overview

Video Thumbnail

Frequently Asked Questions(FAQ)

for Unanet CRM by Cosential

What is Unanet CRM by Cosential?

Unanet CRM by Cosential is a cloud-based Growth and Relationship Management solution built specifically for architecture, engineering and construction (AEC) firms. It helps to grow market share and improve stakeholder relations.

It is a commercial CRM platform that helps to grow business. It offers more than a CRM solution to identify new opportunities, and leverage internal experience and relationship history to win new projects.

Its features include smart time-saving tools, valuable integrations, simple administration and management, customized reports, advanced action plans, proposal automation and much more.

What is Unanet CRM by Cosential used for?

Unanet CRM by Cosential is a CRM Software mainly used by its customers to Enhance Customer Relationships and Scale Best Practices by Proposal & Quote Management, Business Development and Workflow Management .

What are the top features of Unanet CRM by Cosential?

Dashboard, Templates and Recording are some of the top features of Unanet CRM by Cosential.

Who uses Unanet CRM by Cosential?

Unanet CRM by Cosential is used by Construction, Mechanical Or Industrial Engineering and Real Estate among other industries.

What are Unanet CRM by Cosential alternatives?

TeamGram, YetiForce CRM, WORKetc and SalesNOW are popular alternatives for Unanet CRM by Cosential.

Where is Unanet CRM by Cosential located?

Unanet CRM by Cosential is headquartered at 610 West 5th Street, Suite 604, Austin, TX 78701.
lightning

Peers used Unanet CRM by Cosential for proposal & quote management and business development

Unanet CRM by Cosential Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Custom Reports

4.20/5 ★

Read Reviews (233)
Analytics

3.96/5 ★

Read Reviews (14)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Custom Reports

4.20/5 ★

Read Reviews (233)
Analytics

3.96/5 ★

Read Reviews (14)

Software Failure Risk Guidance

?

for Unanet CRM by Cosential

Overall Risk Meter

Low Medium High

Top Failure Risks for Unanet CRM by Cosential

Unanet, Inc. News

Product

Unanet Announces First International Expansion with Construction CRM Now Available in the U.K.

Unanet has launched its CRM solution for construction companies in the U.K., marking its first international expansion. This move, in partnership with Algorithms Software UK, integrates Unanet's CRM with Xpedeon's ERP platform, offering AEC firms end-to-end capabilities from opportunity to delivery. The integration aims to enhance project delivery and business growth for U.K. construction firms.

Product

Unanet Caps Third Quarter with Strategic AI Investment and GovCon Milestones

Unanet Caps Third Quarter with Strategic AI Investment and GovCon Milestones

Product

Unanet Achieves FedRAMP Ready Status

Unanet has achieved FedRAMP Ready Status for its GovCon ERP solution, enhancing its cybersecurity credentials to meet federal requirements like the Cybersecurity Maturity Model Certification (CMMC). This milestone supports government contractors in leveraging Unanet's secure technology while maintaining compliance with stringent security standards.

Product

Unanet Invests in Wyatt to Deliver a New Class of ERP and CRM ...

Unanet announced an investment in Wyatt, a GPT-enabled copilot, to enhance its ERP and CRM solutions with AI capabilities. Wyatt will provide project-based businesses with advanced intelligence, automating tasks and offering real-time insights. This integration aims to improve project management, streamline accounting, and boost user adoption. Wyatt will be available for Unanet AE ERP in Q1 2026 and later for GovCon and Construction solutions.

Unanet, Inc. Profile

Company Name

Unanet, Inc.

Company Website

https://unanet.com/

Year Founded

1999

HQ Location

610 West 5th Street, Suite 604, Austin, TX 78701

Employees

51-100

Social

Financials

PRIVATE