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
See all use cases See less use cases

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
See all business priorities See less business priorities

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
Unanet CRM by Cosential case study
NA
CASE STUDY Houston Engineering, Inc.

Houston Engineering, Inc. needed a new ERP system to support their growth and make business easier. Their old software was no longer supported, and they faced challenges with resource strain, slow billing, and limited data reporting. They chose Unanet for its real-time data, customizable dashboards..., and web-based billing. With Unanet, HEI improved reporting, sped up billing, and managed growth more effectively. The team also used Unanet’s learning resources to get the most from the software.

Read More
Unanet CRM by Cosential case study
Construction
Construction
CASE STUDY Swinerton

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.

Read More

Video

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?

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

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.

Customer

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.

Customer

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.

M&A

GovPro AI acquired by Unanet - The Business Journals

Unanet has acquired GovPro AI.

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