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
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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

"...Common User Experience on All Devices Cosential streamlines processes by automating info workflows into the central information system...." Peer review from Featured Customers

Unanet CRM by Cosential, Less Annoying CRM, Floify, monday sales CRM, TeamGram, 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.

Comprehensive Insights on Unanet CRM by Cosential Use Cases

How can Unanet CRM by Cosential enhance your Proposal & Quote Management process?

How efficiently Does Unanet CRM by Cosential manage your Business Development?

How efficiently Does Unanet CRM by Cosential manage your Workflow Management?

What benefits does Unanet CRM by Cosential offer for Contact List Management?

How can Unanet CRM by Cosential enhance your Onboarding process?

29+ more Business Use Cases

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.

Case Studies

Government Administration

CASE STUDY Offset Strategic Services

Unanet ERP GovCon helped Offset Strategic Services move from manual, paper-heavy processes to a secure, automated system. The company needed a scalable ERP to handle growth and protect sensitive defe...nse project data. Unanet's GovCloud feature provided strong security and compliance for government workloads. The Unanet team made migration fast and easy. The new system supports paperless operations and better audit readiness for prime contractor roles.

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CASE STUDY Eskew Dumez Ripple

Unanet AE ERP helped Eskew Dumez Ripple, an architecture firm in New Orleans, solve major financial and project management challenges. Their old ERP system was slow, hard to use, and made it tough to... get clear, timely data. Project managers struggled to find the information they needed. With Unanet AE ERP, the firm gained a single source of truth for financial and project data. This made reports easier to create and understand, helping leaders make better decisions and support business growth.

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CASE STUDY Pressure Vessel Engineering (PVENG)

Unanet ERP AE helped Pressure Vessel Engineering (PVENG) solve data integration and project management problems. Before Unanet, PVENG struggled with manual processes and poor project tracking. Unanet... ERP AE brought all their data into one system, making it easier to manage projects and finances. PVENG saved time on generating quotes and improved data accuracy. Employees became more engaged and had better visibility into project performance.

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Construction

CASE STUDY STO Building Group

Unanet helped STO Building Group unify marketing and proposal data across 14 companies. Before, each company used different tools and data was scattered. With Unanet, all data moved to one place. Tea...ms now find project and personnel info fast. Proposal and report generation is much quicker. Leadership saw value after Layton Construction's success with Unanet. Now, all companies use Unanet to speed up submittals and reporting.

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CASE STUDY An employee-owned engineering, consulting and construction firm

Unanet CRM helped an employee-owned engineering, consulting and construction firm manage 750 proposals each year. The company needed a CRM to support rapid growth and integrate data across department...s. Unanet CRM enabled real-time data access, improved proposal quality, and better reporting. The firm increased its win rate from the teens to a consistent 25%. Integration with Oracle financial data gave the team deeper insights and improved forecasting.

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CASE STUDY Allgeier, Martin and Associates

Unanet CRM helped Allgeier, Martin and Associates improve how they track and evaluate business opportunities. Before Unanet, the firm had no formal way to track leads and client data was scattered. W...ith Unanet, they organized opportunity and personnel data in one place. The easy-to-use system made adoption simple for employees. Allgeier Martin now predicts which business opportunities to pursue more accurately and works more efficiently.

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Unanet Connect Overview

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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?

Less Annoying CRM, Floify, Monday Sales CRM and TeamGram 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

M&A

Unanet , GovPro AI to Improve RFP Response Processes

Unanet has announced its acquisition of GovPro AI, an AI-driven platform designed to streamline RFP response processes in the government contracting industry. This acquisition aims to reduce the financial and logistical burdens associated with responding to RFPs. Unanet plans to integrate GovPro AI's platform into the architecture, engineering, and construction markets by 2025, enhancing its AI strategy and offering improved solutions for its customers.

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Awards

Unanet wins 2025 CUSTOMER Magazine CRM Excellence Award - Engineering.com

Unanet has received the 2025 CRM Excellence Award from CUSTOMER magazine for its growth suite. This suite, which includes GovIntel, OpportuneAI, and ProposalAI, leverages AI to enhance business development for GovCon and AEC firms. It streamlines processes, improves proposal development, and aids in strategic decision-making, showcasing measurable success in transforming client operations.

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Awards

Unanet Reports Strong Q2 2025 with Industry Awards, Market-Leading Research, and Customer Growth - Yahoo Finance

Unanet reported a strong Q2 2025, highlighted by winning two Gold Stevie Awards for its CRM GovCon solution. The company released the AEC Inspire and GAUGE Reports, offering insights into workforce planning and business growth. Unanet expanded its customer base with new GovCon and AEC clients and showcased ERP and CRM enhancements at its Champions 2025 event.

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Awards

Unanet Named Winner of 2025 CUSTOMER Magazine CRM Excellence Award - Yahoo Finance

Unanet has been awarded the 2025 CUSTOMER Magazine CRM Excellence Award for its innovative growth suite, which includes AI-powered solutions like GovIntel, OpportuneAI, and ProposalAI. These tools enhance business development for government contractors and AEC firms by streamlining processes, improving decision-making, and accelerating proposal development, thereby boosting customer engagement and operational efficiency.

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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

Facebook Linkedin Twitter

Financials

PRIVATE