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.
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.
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 B., Director of Marketing, Management Consulting
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
What Are the key features of Unanet CRM by Cosential for Proposal & Quote Management?
Why is Unanet CRM by Cosential the best choice for Business Development?
How does Unanet CRM by Cosential facilitate Workflow Management?
How does Unanet CRM by Cosential facilitate Contact List Management?
How does Unanet CRM by Cosential facilitate Onboarding?
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
COMPANY | INDUSTRY | CASE STUDIES |
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CASE STUDY Houston Engineering, Inc.Read More |
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Construction
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Construction |
CASE STUDY SwinertonRead More |
Video
Unanet Connect Overview

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?
What are the top features of Unanet CRM by Cosential?
Who uses Unanet CRM by Cosential?
What are Unanet CRM by Cosential alternatives?
Where is Unanet CRM by Cosential located?
Unanet CRM by Cosential Competitors
Unanet CRM by Cosential Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Custom Reports | Read Reviews (233) |
Analytics | Read Reviews (14) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Custom Reports | Read Reviews (233) |
Analytics | Read Reviews (14) |
Unanet CRM by Cosential Integrations
Unanet CRM by Cosential integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Unanet CRM by Cosential
Overall Risk Meter
Top Failure Risks for Unanet CRM by Cosential
Unanet, Inc. News
Product Innovations at Unanet Champions 2025 Leverage AI to Help Customers Achieve ...
Unanet introduced new AI-driven product innovations at Unanet Champions 2025. These enhancements aim to boost efficiency and business development for customers. The updates leverage artificial intelligence to streamline project management and financial workflows for professional services and government contracting firms.
Nation's Leader in Electrical Solutions Rogers Electric Switches to Unanet CRM
Rogers Electric, a leader in electrical solutions, has switched to using Unanet CRM.
Nation's Leader in Electrical Solutions Rogers Electric Switches to Unanet CRM
Rogers Electric, a leader in electrical solutions, has switched to using Unanet CRM.
GovPro AI acquired by Unanet - The Business Journals
Unanet has acquired GovPro AI.
Unanet, Inc. Profile
HQ Location
610 West 5th Street, Suite 604, Austin, TX 78701
Employees
51-100
Social
Financials
PRIVATE