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

"...Business Development/Marketing people are mobile - the iPad is a tool, just like a laptop...." Peer review by Karen M., Sr. Business Development Coordinator, Construction

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 does Unanet CRM by Cosential address your Proposal & Quote Management Challenges?

How can Unanet CRM by Cosential enhance your Business Development process?

How does Unanet CRM by Cosential address your Workflow Management Challenges?

How does Unanet CRM by Cosential facilitate Contact List Management?

How does Unanet CRM by Cosential facilitate Onboarding?

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

Design

CASE STUDY Wendel Companies

Unanet helped Wendel Companies unify their operations by connecting ERP and CRM systems. Before Unanet, Wendel struggled with siloed systems, manual processes, and poor user adoption. With Unanet, th...ey centralized data, improved project visibility, and streamlined workflows. Wendel saw a 41% increase in growth, a 20% rise in profitability, and 75% CRM adoption. Real-time data improved decision-making and efficiency across the business.

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CASE STUDY Summit Point Training Facility

Unanet helped Summit Point Training Facility upgrade their finance and inventory management. Summit Point faced outdated systems, manual workflows, and high outsourced accounting costs. Unanet GovCon... ERP and AIM unified their financial and operational processes. The solution automated data entry, improved inventory tracking, and streamlined procurement. Summit Point saved thousands of dollars, reduced errors, and became ready for future growth. Leadership now focuses more on data analysis and less on manual work.

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Design

CASE STUDY Tamarack Grove Engineering

Unanet AR Automation helped Tamarack Grove Engineering fix their accounts receivable process. Before Unanet, they used spreadsheets and had slow, error-prone invoicing. Their days sales outstanding (...DSO) was 60-65 days. With Unanet, they automated invoicing and used a central AR dashboard. Stripe integration made payments faster. DSO dropped to 38 days, cash reserves grew, and write-offs fell. The team saved time and focused more on projects. The company expanded and improved client relationships.

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Construction

CASE STUDY National brand industrial contractor

Unanet CRM helped a national industrial contractor manage large projects across the United States. The company struggled to track bids, manage pursuits, and connect teams as it grew. Unanet CRM provi...ded industry-specific workflows, dashboards, and easy integration. CRM user participation rose from 60% to nearly 90% in the first year. 95% of users found the CRM easy to learn. Teams now trust their data and collaborate better, driving business growth.

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CASE STUDY Turner Fleischer Architects

Unanet ERP helps Turner Fleischer Architects run a high-performing studio. The firm uses Unanet’s work breakdown structure to match project planning with real work. Project managers and accountants u...se Unanet’s review tools for accurate billing and clear project tracking. Unanet serves as the central financial engine, connecting time tracking, billing, and reporting in one place. This gives Turner Fleischer real-time data and better decision-making across the business.

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Management Consulting

CASE STUDY Stafford Consulting Company

Unanet ProposalAI helped Stafford Consulting Company speed up proposal writing for government contracts. The company used to spend 1-2 weeks on a draft. With ProposalAI, they now create a draft in ju...st one day. The AI tool covers 70-75% of the proposal, saving time and reducing errors. This efficiency helped them win a $25 million contract with the Department of Homeland Security. Stafford Consulting now submits more proposals, with better compliance and quality.

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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

Product

Unanet Caps Third Quarter with Strategic AI Investment and GovCon Milestones

Unanet Caps Third Quarter with Strategic AI Investment and GovCon Milestones

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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.

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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.

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Customer

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, integrated 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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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