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
"...Cosential is an all in one platform that has addressed our business development and marketing challenges...." Peer review by Executive Sponsor
Peer review evidence (same sources as the product rating summary)
"...I like that some use it extensively for the CRM component, others for the proposal automation and some for the opportunity/profit projection...." Peer review by Courtney K, Owner, Research
"...The dashboard widgets are really helpful for our business development team...." Peer review by Nora N., Marketing Specialist, Construction
"...That being said, it has not been difficult to learn the basics, and I am currently in the process of "re-implementation" to establish standard work flows and systems to manage the data input, user training, report management, etc...." Peer review by Nora Nilles, Construction
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
What Are the key features of Unanet CRM by Cosential for Proposal & Quote Management?
How can Unanet CRM by Cosential enhance your Business Development process?
What solutions does Unanet CRM by Cosential provide for Workflow Management?
What benefits does Unanet CRM by Cosential offer for Contact List Management?
How can Unanet CRM by Cosential enhance your Onboarding process?
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.
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?
Peers used Unanet CRM by Cosential for proposal & quote management and business development
Unanet CRM by Cosential Competitors
Unanet CRM by Cosential Features
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| 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
Unanet Named to AI50 List
Unanet has been named to the 2026 AI50 list by the Northern Virginia Technology Council, recognizing its leadership in AI-driven ERP and growth software for project-based businesses. This accolade highlights Unanet's commitment to integrating AI into its solutions, exemplified by its Champ AI engine, which enhances project lifecycle management. The AI50 list honors companies making significant impacts in AI across various sectors.
How we operationalize earned value as a best practice in Unanet
Unanet integrates earned value management (EVM) into its project execution framework, emphasizing project structure, baseline discipline, performance visibility, and system integration. This approach ensures accurate, actionable performance data, enhancing forecasting and financial predictability. Unanet's system supports role-based visibility and seamless integration across project planning, timekeeping, and financial management, reducing data friction and improving project outcomes.
Unanet's CEO Craig Halliday Honored with 2026 Virginia Business C-Suite and Wash100 Awards
Unanet's CEO, Craig Halliday, received the 2026 Virginia Business C-Suite and Wash100 Awards, recognizing his leadership and innovation in driving Unanet's growth. These honors highlight Halliday's efforts in expanding Unanet's market presence through AI-first innovation and strategic partnerships, including the acquisition of Contraqer and collaborations with Wyatt and Algorithms Software.
Unanet's AI Leadership Earn Two Prestigious 2026 American Business Awards
Unanet received two American Business Awards for its AI leadership, earning a Silver Stevie for "An AI-based Culture of Innovation" and a Bronze Stevie for its ProposalAI solution. These awards highlight Unanet's effective integration of AI into its ERP and CRM platforms, enhancing workflows for GovCon and AEC customers by automating processes and improving compliance.
Unanet, Inc. Profile
HQ Location
610 West 5th Street, Suite 604, Austin, TX 78701
Employees
51-100
Social
Financials
PRIVATE
