Product Business Settings

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

Integrations

Talent Management
Employee Experience Management
Employee Monitoring
Digital Asset Management

Unanet CRM by Cosential Product 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.

How satisfied the customers are with Unanet CRM by Cosential use-cases

Reviews

"...Tracking our proposals and showing our win/loss ratios to senior leadership has been crucial...." Peer review by Keeley C., Marketing Director, Real Estate

Unanet CRM by Cosential Customer Insights, Testimonials and Case Studies

What solutions does Unanet CRM by Cosential provide for Proposal & Quote Management?

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

What makes Unanet CRM by Cosential ideal for Workflow Management?

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

What makes Unanet CRM by Cosential ideal for Onboarding?

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.

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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Offset Strategic Services - Government Contracting

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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Leading U.S. industrial contractor - Construction

Unanet CRM helped a leading U.S. industrial contractor unify pursuit tracking and speed up onboarding. The company faced slow workflows and poor data access with its old CRM. Unanet provided pre-conf...igured pursuit tracking and easy data sharing. Teams adopted the new system quickly, reducing manual entry and improving collaboration. Leadership gained real-time pipeline visibility and better reporting. The company built a strong foundation for scalable growth and national expansion.

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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.

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Unanet Connect Overview

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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)

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.

Data Import
Data Export

Software Failure Risk Guidance

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for Unanet CRM by Cosential

Overall Risk Meter

Low Medium High

Top Failure Risks for Unanet CRM by Cosential

Unanet, Inc. News

Product
 

Unanet's Latest AI Copilot Helps Architecture and Engineering Firms Turn Complex ERP ...

Unanet has launched Champ for ERP, powered by Wyatt, an AI copilot designed for architecture and engineering firms. This tool enhances Unanet's ERP and CRM solutions by providing natural-language access to business data, improving decision-making and productivity. It allows users to unify data, automate workflows, and gain insights into financial and project health, tailored specifically for AE firms.

Financial
 

Unanet Caps 2025 with Double-Digit Revenue Growth Driven by Unwavering Focus on Customer Needs - Yahoo Finance Singapore

Unanet Caps 2025 with Double-Digit Revenue Growth Driven by Unwavering Focus on Customer Needs - Yahoo Finance Singapore

Product
 

Unanet Introduces GrowthStudio to Help GovCons Win and Scale

Unanet has launched GrowthStudio, an AI-driven platform designed to help small and mid-sized government contractors (GovCons) streamline their growth processes. GrowthStudio integrates opportunity identification, pipeline management, and proposal development into a unified system, enhancing efficiency without increasing headcount. It features Unanet's AI copilot, Champ, which aids in data unification, proposal writing, and user adaptation. GrowthStudio aims to improve win rates and reduce sales costs, becoming available in Spring 2026.

Awards
 

Unanet and CEO Craig Halliday Win Top Honors at 2025 NVTC Tech100 Awards - citybiz

Unanet and its CEO, Craig Halliday, received top honors at the 2025 NVTC Tech100 Awards, recognizing their contributions to technology innovation and executive leadership. Unanet was named a Top Tech Company, and Halliday was recognized as a Tech100 Executive. These awards highlight Unanet's influence in Northern Virginia's tech ecosystem and its role as a leader in AI-first ERP and growth software for project-driven businesses.

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