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

"...Using the Opportunities and Workflows in Cosential, we have been able to automate our project job number request system with accounting...." Peer review by Crista R, Marketing Director

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

How efficiently Does Unanet CRM by Cosential manage your Proposal & Quote Management?

How does Unanet CRM by Cosential address your Business Development Challenges?

What solutions does Unanet CRM by Cosential provide for Workflow Management?

Why is Unanet CRM by Cosential the best choice for Contact List Management?

How efficiently Does Unanet CRM by Cosential manage your 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.

 

The Hagerman Group Elevates Growth Strategy with Unanet

The Hagerman Group, a leading construction firm, has selected Unanet's CRM AEC solution to enhance its business development processes. This move aims to improve pipeline management, streamline commun...ication, and boost win rates by 10%. The integration of Unanet's AI-driven tools, including ChampTM AI copilot, will support Hagerman's growth strategy by enabling efficient proposal development and strategic opportunity management.

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Hagerman Group's Growth Strategy with Unanet: A Deeper Dive

The Hagerman Group is partnering with Unanet to upgrade its CRM system, aiming to enhance business development strategies and increase win rates by 10%. Unanet's AEC solution is expected to improve c...ommunication and data leverage, though challenges like user adoption and integration risks remain. The partnership reflects a strategic shift towards modernizing operations in the construction sector.

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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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Swinerton - Construction - construction

Swinerton is a large commercial construction firm. They struggled with using two separate systems, Salesforce and CMiC, which caused data problems and low user adoption. They needed a single solution... to manage business relationships and improve data quality. Swinerton chose Unanet CRM by Cosential because it is made for AEC businesses and offers better integration and transparency. Now, Swinerton can manage contacts, proposals, and projects more easily in one place.

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Eskew Dumez Ripple - Design - Design

Unanet AE ERP helped Eskew Dumez Ripple, a New Orleans-based architecture and design firm, solve major reporting and data challenges. Their old ERP system made it hard to get timely, visual project i...nsights. Unanet delivered clear, graphic-driven analytics and a single source of truth for financial data. Project managers now see real-time project status and resource allocation. The firm improved decision-making and business growth with Unanet's ERP solution.

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Qlarant - Government Contracting - government contracting

Unanet helped Qlarant, a large government contractor, streamline workflows and improve efficiency. Qlarant faced challenges with contract management, compliance, and manual financial processes. Unane...t provided a cloud ERP solution with automation, integrated travel and expense management, and strong financial reporting. Qlarant reduced month-end close time to eight days. The company improved collaboration and gained better control over procurement and budgeting.

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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

Awards

Unanet and CIO Steve Karp Receive Global Recognition for Results-Driven Artificial Intelligence

Unanet received the 2026 Artificial Intelligence Excellence Award for AI Orchestration from The Business Intelligence Group, highlighting its AI-first ERP solutions. CIO Steve Karp was recognized as an Outstanding AI Professional finalist. Unanet's Champ AI platform enhances project-based businesses by automating workflows and providing intelligent insights, reflecting its commitment to AI-driven innovation.

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Partnership

Increase Financial & Project Visibility in Unanet

PARIS Technologies enhances Unanet's financial and project management capabilities with PowerAnalytics FP&A and Project Reporting solutions. These tools provide real-time insights, streamline budgeting, and improve project visibility, enabling better decision-making for engineering and construction firms. The integration offers detailed dashboards and reports, aligning financial planning with project execution.

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Product

Unanet Caps Strong Q1 2026 with AI Innovation, Strategic Partnerships ...

Unanet has expanded its AI-first platform with the release of Champ for ERP and GrowthStudio, enhancing its suite of AI agents. These tools, designed for AE firms and GovCons, offer secure interfaces for ERP data queries and streamline proposal cycles. Unanet also achieved FedRAMP Moderate Equivalency for its ERP GovCon solution, ensuring compliance with government cybersecurity standards. Additionally, Unanet extended its partnership with Xpedeon America Inc. to North America, integrating CRM and construction ERP capabilities.

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Awards

Unanet Recognized for AI Orchestration

Unanet has been awarded the 2026 Artificial Intelligence Excellence Award for its AI orchestration, recognized by the Business Intelligence Group. This accolade highlights Unanet's innovative approach to integrating AI within ERP and CRM systems, enhancing automation and decision-making for project-driven industries. The company's Champ AI platform plays a pivotal role in this evolution, offering capabilities like proposal generation and workflow automation directly within operational systems.

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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